Top 3 AI Stocks I'm Buying Now (Even Over NVIDIA Stock)

Top 3 AI Stocks I'm Buying Now (Even Over NVIDIA Stock)

Summary

~1.0 min read
The transcript highlights three "Neocloud" companies—Coreweave, Nebius, and Iron—as critical AI infrastructure providers, offering specialized GPU compute for AI workloads. This market is projected to reach a trillion dollars by 2034. However, all three recently missed revenue/earnings expectations, causing stock drops and lawsuits. This is attributed to their aggressive spending on land, power, and GPUs to build future capacity, prioritizing long-term growth over immediate profits in a "race against the clock" to secure resources. Coreweave, the leader, boasts a $66.8 billion revenue backlog with major clients like OpenAI, Meta, and Nvidia (who also invested $2 billion). Despite this, its stock fell due to planned $30-35 billion in capital expenditure, significant debt, and shareholder concerns about converting its massive backlog into revenue quickly. These companies represent high-risk, high-reward investments in the burgeoning AI infrastructure space.