Meta is mentioned in the context of a potential $10 billion deal to lease computing power to Anthropic for AI data centers.
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The creator discusses the AI market, noting a 30% drop and the release of a better and cheaper AI model, Ki...
Jul 21, 2026
The creator discusses the AI market, noting a 30% drop and the release of a better and cheaper AI model, Kimi K3. They highlight strong demand for Kimi K3, which has sold out, and emphasize the importance of infrastructure for AI models. The creator also mentions several AI stocks they are bullish on, including Nebius, Micron, and Marvell, for their roles in AI data centers, memory, and photonics respectively.
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Anthropic is mentioned in the context of a potential $10 billion deal with Meta for AI data centers.
Bullish on Marvell for its role in AI photonics.
Bullish on Micron for its critical role in AI memory.
Bullish on Nebius for its role in AI data center infrastructure.
Kimi K3 has released a better and cheaper AI model that has sold out, indicating strong demand and a potential buying opportunity.