Nuvus is mentioned as an AI cloud business run by ex-Yandex engineers.
Source Post
The Most Obvious Buy In The Market Right Now
Aug 28, 2026
The creator discusses two stocks, Netflix and Meta, as potential buys. For Netflix, the creator highlights a recent report about potentially hosting other streaming services, viewing it as a strategic move to increase engagement and advertising revenue without significant content spending. Despite a year-to-date stock decline, the creator believes Netflix is not expensive and has a fair valuation, though growth is slower than in the past. For Meta, the creator mentions its own ownership but a lack of recent additions due to wanting to see how its story unfolds.
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CoreWeave is mentioned as a successful AI cloud player that has pivoted from Bitcoin.
Coher is listed as an existing relationship that has expanded.
Nvidia's GB300 Envink 72 hardware is mentioned in the context of the company achieving Nvidia exemplar cloud status.
Microsoft is mentioned as a recipient of the company's delivered horizon 1, 50 megawatt of ITA liquid cooled capacity.
Iren is down significantly pre-market, and unlike Rubrik, did not execute perfectly this quarter, with some questions remaining despite a few okay aspects.
Rubrik, despite being down and not cheap, delivered a strong triple beat with raised guidance, showing robust growth in revenue, ARR, and free cash flow, making it a company the creator owns and is considering increasing their position in.
TikTok is mentioned as one of the platforms that may need to implement safety measures and pay a matching amount as part of Meta's settlement conditions.
Netflix is presented as an obvious buy due to its strategic move to host other streamers, a fair valuation, and potential for engagement/ad growth, despite recent stock declines.
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