Good morning.
Nebius is making serious waves in the AI industry as a data center builder of choice for many massive AI companies (Meta, Google, and Amazon among them).
What makes Nebius so interesting as an investment proposition is that it’s positioned to profit whether AI takes all of our jobs or creates thousands of new ones… because either way, the world needs an insane amount of data centers and compute.
We’ll talk about that below, but first: Ever thought about investing in a treasure hunt?
This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.
In partnership with Alts.co
⚓ Invest in Deep-Sea Treasures (literally)
Recover underwater assets through real shipwreck missions
Oceyon is a Swiss-based maritime recovery firm, retrieving critical minerals from real shipwrecks using next-gen robotics and AI.
They locate high-value wrecks in international waters (think sunken merchant ships & wartime cargo) and recover the treasures under tight legal, operational and government controls.
The upside on a successful haul can be enormous.
Our friends at Altea are partnering with Oceyon to offer direct access to these missions via a revenue-linked note tied to upcoming recovery campaigns.
📦 Targets
WWII vessels known to contain silver
A copper freighter in the North Atlantic
Two wartime wrecks in the Mediterranean
🚢 Investment Details
Capital deployed on a project-by-project basis
Milestone-driven structure
Investor participation in upside
This is one of the most unique alternative investments we’ve ever seen.
Disclosure: Offers are open to accredited investors only. Oceyon is not a registered broker-dealer or investment advisor. Private investments are illiquid and carry risk, including loss of capital. Past performance is not indicative of future results.
📰 Industry Insight: Data Centers Are the Oil of AI
Many aspects of the future of AI are uncertain right now. We don’t know what company will come out on top. We also don’t know if the industry’s truly in a bubble or just getting started. But we do know something for sure…
The Magnificent 7 all have massive CapEx (capital expenditure) planned for this year. Like, $680 billion worth of CapEx spend.
Alright, so the biggest tech companies are spending a lot. What are they spending on?
Building more data centers. And they’re hiring companies to do it.
So we know that regardless of how “successful” AI is moving forward, these data center companies are going to get paid. If that’s the case, how do you choose between data center companies? There are tons of them out there.
That’s where it gets interesting. Because while there are many huge data center companies out there, a lot of them are relatively old and pretty much only provide the bare minimum for AI buildouts. A lot of them are just REITs that have made the jump to AI data center building because that’s where the money is. Then providers like AWS, Azure, and GCP are great for generic compute needs, but they aren’t specialized for AI training.
And then… there are the specialists. These “Neoclouds” are the companies that were started for one thing and one thing alone: to build the most optimal AI data centers possible. Server racks, liquid cooling systems, and software.
That’s what Nebius is.
📈 Stock of the Day: Nebius (NBIS)
The reason Nebius has made waves in the AI industry is this: if bigger, older data center builders are like a swiss army knife for any type of compute need, Nebius is like a premium chef’s knife. And if you’re doing any form of real cooking, you’d much rather cut the vegetables and meat with a chef’s knife than a pocket knife.
The full stack: Nebius builds “full-stack cloud infrastructure to serve the explosive growth of the global AI industry, including large-scale GPU clusters, cloud platforms, and tools and services for developers,” according to itself.
Huge Nvidia partners: In the AI industry, typically the better friends you are with NVDA, the more important you are. And NBIS is very friendly with NVDA. In fact, Nebius is an Nvidia Cloud Partner, which means it will be one of the first companies to get access to NVDA’s new Vera Rubin chips, which aren’t even out yet.
Microsoft and Meta validation: Nebius also recently got a huge vote of confidence from other Mag 7 members in the form of a $19.4 billion multi-year infrastructure deal with Microsoft and a $3 billion deal with Meta.
Massive revenue scaling: With an Annual Recurring Revenue (ARR) of ~$1.25 billion last year and a 2026 target of $7B–$9B in ARR, NBIS’s current valuation (~$27B) looks a bit small compared to competitor CoreWeave ($51B).
AltIndex’s #1 stock: NBIS is the highest-rated stock on our partner AltIndex’s platform, which means their system thinks Nebius has a high chance to outperform the market over the next six months. See the 88/100 AI score here →
📰 Market Headlines
US stocks retreated Thursday after a two-day rally.
The S&P 500 dropped 0.6%, the Nasdaq fell 1.3%, and the Dow barely held the flatline at +0.01%. Tech stocks dragged indexes lower despite Nvidia's blockbuster results.
Block fires humans for AI: Jack Dorsey (Twitter founder) just announce that his company Block (XYZ) is letting go of 4,000 employees and replacing them with AI. That’s almost half of his 10,000-person workforce. XYZ shares rose 20% on the news. Our theory holds true here: the best hedge against AI taking jobs is to invest in the companies that take them. Also, we see this as short-term pain as AI improves; eventually we think it will create more jobs (see Jevon’s paradox).
“NVDA, the networking company?” CEO Jensen Huang declared Nvidia is now "the largest networking company in the world” with $11 Its networking business generated $11 billion in Q4, up 263% year over year.
The oil bleed: The US produced 13.78 million barrels per day in November (near all-time highs) pushing gas prices below $3 per gallon. But crude prices fell roughly 20% through 2025 due to a global oversupply of 2-3 million barrels per day.
Coca-Cola’s Mexico plans: Coca-Cola announced a $6 billion investment in Mexico. CEO Henrique Braun informed Mexican President Claudia Sheinbaum of the plans during a Thursday meeting.
🤖 AI/Future/Tech News
Eli Lilly launched LillyPod, the world's first Nvidia DGX SuperPOD with B300 systems, making it the most powerful AI factory owned by a pharma company.
Google released Nano Banana 2, a faster image generator that maintains consistency across five characters and handles 4K resolution in multiple aspect ratios.
Walmart will pay $100 million to settle FTC charges that it deceived Spark drivers about pay and tips since 2021.
Intellexa founder Tal Dilian was sentenced to eight years in a Greek prison for the "Greek Watergate" scandal, one of Europe's first major convictions against commercial spyware operators.
🤫 Insider Trading
🚚 Market Movers
C3 AI stock cratered 17% to a record low after missing Q3 estimates and slashing 26% of its workforce. Revenue came in at $53 million versus $76 million expected, and the company guided Q4 even lower.
Mistral AI is locked in a multiyear deal with Accenture to push enterprise AI adoption, joining OpenAI and Anthropic in the consulting firm's growing AI stable.
More job cuts:
WiseTech Global is axing 2,000 roles over 18 months as AI reshapes software development. CEO Zubin Appoo declared, "The era of manually writing code is over." Shares jumped 11%.
eBay is cutting 800 jobs, about 6% of staff, just a week after dropping $1.2 billion on Depop from Etsy. It's the company's third round of layoffs in three years.
Commonwealth Bank announced 300 job cuts while simultaneously launching a $90 million "AI-ready" workforce program.
🎙 Make Your Voice Heard
What amount of AI exposure do you think is best in a portfolio right now?
🎤️ What you said last time
“The future is here, baby! Do Replicants have souls?”
🧠 The Missing (Market) Links
This 29-year-old made $789K selling Bluetooth landline phones to people desperate to escape their smartphones.
Consumer confidence just cratered to its lowest level since 2014, and furniture sales are feeling the pain.
Connecticut tourism plummeted 33% in January, leading a brutal tourism slump across seven US states.
The Dollar Index is testing key resistance at 98.00 as traders hold their breath on US-Iran talks in Geneva.
The global protein bars market is projected to hit $19 billion by 2033, and plant-based and clean-label bars are driving the surge.
Cattle diagnosticians are sounding alarms: BVD infections are trending in the wrong direction, and only 60% of beef operations even vaccinate.
📜 Quote of the Day
The biggest risk of all is not taking one.
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Cheers,
Brandon & Blake of Invested Inc
Thumbnail Image: © 2026 Nebius
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results.
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