What is your long term hold.

Author says he “currently like[s]” NBIS, with no supporting fundamentals, growth metrics, or recession-resistance argument. The mention in a long-term hold discussion implies a positive outlook, likely tied to AI infrastructure demand, but no reasoning is provided. Very low-conviction speculative watch; requires deeper research on balance sheet, cash burn, and AI capex cycle durability. High volatility, AI infrastructure cyclicality, limited operating history, and dilution risk could break the thesis.

Author explicitly states he “currently like[s]” GOOGL as a long-term hold, but provides no data or analysis. In a long-term holdings context, this implies a bullish bias, likely based on Alphabet’s scale across search, cloud, and YouTube — but that is inferred, not stated. A weak-signal watchlist idea, not a high-conviction buy; needs fundamental validation before acting. Regulatory pressure, AI-driven search disruption, ad cyclicality, or valuation concerns could invalidate the long-term thesis.