NVIDIA is mentioned in the context of its A100 GPU hardware, which the creator notes remains valuable for years.
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The creator argues that the 'AI bear case' is invalid, citing strong revenue growth, increasing demand, and...
Aug 13, 2026
The creator argues that the 'AI bear case' is invalid, citing strong revenue growth, increasing demand, and extended hardware lifecycles for CoreWeave and Nebius Group. He maintains a long position in both companies, viewing them as essential to AI infrastructure.
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The creator is long on Nebius Group, highlighting its 554% revenue growth and expanding margins.
The creator is long on CoreWeave, citing strong revenue growth and increasing demand for data center capacity.