Amazon was listed as one of the five AI stocks making headlines, but the transcript focused on other companies without providing a specific thesis for Amazon.
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5 AI Stocks That Just Made Headlines
Jun 30, 2026
The creator discusses five AI stocks: Nvidia, Microsoft, Iren, Supermicro, and Amazon, highlighting recent news and their bullish outlook on the AI infrastructure space. Key developments include Anthropic's partnership with Nvidia and Microsoft, and Iren's achievement of NVIDIA Exemplar Cloud status.
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Tickers discussed in this post
Supermicro was mentioned as one of the five AI stocks that made headlines, but no specific actionable commentary was provided.
Iren is a favored Neo Cloud market player, with the creator owning it and recommending adding more, citing its power, recent acquisitions, and a key partnership with Nvidia.
Microsoft is considered very bullish as GPUs are being utilized on Azure, leading to revenue collection and potential for increased orders from Anthropic.
Nvidia is seen as extremely bullish due to Anthropic's expanded partnership, which is expected to increase GPU demand and revenue collection.