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Nebius & Coreweave Stock EXPLODE After Breaking News (Buy Now?)

Aug 12, 2026

The creator discusses the recent surge in "Neoclouds," specialized cloud providers focused on AI, highlighting Nebius and Coreweave. The video aims to explain what Neoclouds are, why these companies are experiencing explosive growth, and whether it's a good time to invest in them.

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Tickers discussed in this post

NVDANeutralLow ConvictionResearch Only

Nvidia's announcement of $500 billion in financing for infrastructure companies like Coreweave and Nebius was a catalyst that made the creator consider buying Neocloud.

MSFTNeutralHigh ConvictionSignal-backedSecondary

The creator highlights buying Microsoft in the higher 300s before its rally as an example of their successful strategy.

CRWVBullishMedium ConvictionSignal-backedPrimary

Coreweave has seen significant gains, up nearly 20% in a few hours, prompting questions about whether it's a good time to invest.

NBISBullishMedium ConvictionSignal-backedPrimary

Nebius is experiencing explosive growth, up around 28% in 5 hours, and investors are wondering if it's a good time to buy.

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