Nebius and similar companies are not being hit as hard as Nvidia, suggesting they are more resilient in the current AI market dynamics.
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These AI Stocks Are Being Seriously Mispriced
Jul 18, 2026
The creator discusses Meta's (META) potential for significant growth beyond its advertising business, driven by its substantial compute capacity. The hiring of an AWS executive and reports of leasing compute power to Anthropic suggest new revenue streams. The creator highlights Meta's projected growth, attractive forward P/E ratio compared to cloud providers, and the potential for multiple expansion and stock price doubling if these new ventures succeed.
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The creator believes Nvidia is being unfairly punished and that the current news is actually positive for companies they are invested in, implying Nvidia should not be down.
CoreWeave has a strong financial framework with significant customer commitments and investment-grade customers, but is being overlooked compared to Nebra.
Meta is poised for significant upside due to its compute capacity, potential new revenue streams from leasing compute to companies like Anthropic, and an attractive forward P/E ratio.