Extract Alpha from Financial Content

Amit has bought Nebius (NBIS) on a dip, noting it trades at 3x 2026 ARR based on new guidance. This valuation, combined with the company securing its second hyperscaler deal, makes it an attractive growth opportunity. He previously deep-dived NBIS at $130 and waited for a better entry point.

A near-term trading opportunity exists in Zcash (ZEC), which is at a key support level and showing signs of being oversold, targeting a potential 12% bounce. For a spot or low-leverage trade, consider Avalanche (AVAX), which offers a 20-30% potential upside with a clear stop-loss below the $17.1 support level. Chainlink (LINK) also shows a bullish setup as it retests its recent breakout level, offering a classic entry point for another move higher. Additionally, Cardano (ADA) and Dogecoin (DOGE) are sitting at key support zones, suggesting they are positioned for potential bounces. This bullish outlook on altcoins is supported by Bitcoin (BTC) holding its major support zone, with a breakout above resistance likely to trigger a market-wide rally.

Big Tech's massive spending on AI infrastructure presents a clear investment theme for the foreseeable future. Consider NVIDIA (NVDA) as a primary beneficiary, as it supplies the essential computing power for this technological build-out. The major cloud providers themselves, including Microsoft (MSFT), Google (GOOGL), and Amazon (AMZN), are also strong long-term investments as they build out their AI capabilities. Meta (META) is another key company to watch due to its aggressive capital expenditures in the AI space. Investors should focus on these foundational companies that are both funding and enabling the AI revolution.

Benjamin Cowen, CEO of IntoTheCryptoverse, is attending the Bitcoin conference in Amsterdam. While the post itself doesn't offer direct investment advice, his presence at a major crypto event suggests potential upcoming insights or discussions on Bitcoin and the broader crypto market. Investors should monitor his channels for any analysis or sentiment shared during or after the conference, which could influence short-term crypto trends.