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Two companies hold (Nvidia) shares, which could present two promising investment opportunities for 2026 due to their close connection to the AI boom.
Applied Digital (Applied Digital - $APLD): A company specializing in designing, building, and operating data centers tailored for high-performance computing and artificial intelligence.
Nebius Group (Nebius Group - $NBIS): A technology and infrastructure company focused on providing cloud computing services dedicated to artificial intelligence.
Although the two companies are currently not profitable (due to significant spending on infrastructure), analysts expect the benefits of these investments to start appearing by 2026 as major projects are completed and operational on a large scale... $GT