Amazon is mentioned as a major AI company whose data center water usage could be verified.
Source Post
If You Own AI Stocks.. GET READY FOR A BIG CHANGE!
Sep 3, 2026
The creator discusses market movements, upcoming economic data, and specific company earnings. Key companies mentioned include Snowflake, Broadcom, Meta, Google, OpenAI, Nvidia, Palantir, Palo Alto Networks, CrowdStrike, Iren, CoreWeave, Netflix, Micron, and various fintech and AI-related stocks. The discussion touches on inflation, interest rates, and the performance of AI-driven semiconductor and cloud companies, with a particular focus on Broadcom's revenue growth and AI semiconductor projections.
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Tickers discussed in this post
PayPal is mentioned as trading in the mid-50s dollars.
Celsius was up 6% yesterday.
NIO was up 6.5% yesterday.
ChargePoint was up 7.6% yesterday.
Xpeng was up nearly 10% yesterday.
Webull is mentioned as the only fintech stock on the list that was in the red yesterday.
Netflix was up 2.3% yesterday.
CoreWeave, nicknamed 'poor weave', saw its stock price fall below $80 before recovering slightly, and it remains a disliked name in the industry.
Iren's stock rose 7.5% and is still trading under $40, but is down 2% pre-market.
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