Q: Which one of Bn or Nbis do you think would provide the best return over the next 3 to 5 years?
5i Research Answer:
A tough call; NBIS likely wins in the short term, but any slowdown in AI or datacentre spending could see the stock get hit hard. We would side with NBIS over three years, but side with BN as the safer call over five years. Note NBIS is going to be considerably more volatile either way.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NBIS.