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Micron Technology Inc. (MU $743.68)
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Constellation Software Inc. (CSU $2,630.00)
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Nebius Group N.V. (NBIS $216.57)
Q: Thinking of selling long held Csu and investing the proceeds into either Mu or Nbis. Which one do you recommend?
5i Research Answer:
MU is much cheaper, and massively larger. We would suggest it, but it needs to be watched for possible cycle changes in the memory market. We still like NBIS but MU is too cheap in comparison.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in MU, NBIS.