Coreweave, an AI hyperscaler, has sold off significantly post-IPO, and the creator remains bearish on its trend, though notes potential for a bounce from current support levels.
Source Post
Top AI Infrastructure Stocks Done Selling Off?
Jul 31, 2026
The creator discusses the AI infrastructure market, noting a recent pullback in companies like IREN, APLD, and NBIS following a liquidation event. Despite broader market uncertainties, the creator expresses a long-term bullish view on several smaller AI infrastructure builders, highlighting strong fundamentals and significant contract wins. Specific companies like APLD and TSSI are analyzed for their financial health and growth potential, with the creator believing they are poised for recovery and significant upside.
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Despite past integrity questions, Super Micro Computer's strong revenue growth and market position make it attractive, especially after a significant price drop from its peaks.
TSSI is a long-term hold, configuring data centers for xAI and others, with strong financials including $245M revenue last year and $55M quarterly revenue on a $273M market cap.
Meta's earnings were discussed, noting demand from larger companies.
NBIS has experienced a huge sell-off but is liked by the creator for its potential long-term recovery.
APLD has secured $36 billion in contracts with an $8 billion market cap, is a long-term play expected to reach $40-$50, and has an average analyst target of $73.
IREN has experienced a huge sell-off but is liked by the creator for its potential long-term recovery.
Palantir is mentioned as a company needing AI compute infrastructure.
Microsoft is mentioned as one of the large companies needing AI compute infrastructure.
Apple is mentioned as one of the large companies needing AI compute infrastructure.