Cloud Computing Investment Strategy: Comparing Amazon and Nebius Group
NBIS Nebius Group NV
$249.87 +7.44%
View chart & analysis → - 1Amazon will spend approximately $220 billion on data centers this year.
- 2Nebius recorded a 454% year-over-year revenue growth rate, outpacing AWS's 37% growth in the second quarter.
- 3A wise move is to invest about 25% of a portfolio in Nebius and the remaining 75% in Amazon.
So what's the key point?
Amazon is spending $220 billion on data centers, but Nebius's revenue growth is much faster. Therefore, it is good to divide investments between Amazon and Nebius at a ratio of 75% and 25% respectively.
Source The Motley Fool · View original ↗
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