Nebius is a compelling investment with over 500% revenue growth, improving gross margins, and strong EBITDA expansion, indicating significant future potential.
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Top 6 AI Stocks to BUY NOW (High Growth Stocks)
The creator discusses six AI-related stocks they are buying, focusing on growth, margins, valuation, and risks. The first stock analyzed is Micron Technology (MU), highlighting its explosive revenue growth, high margins, strong profitability, and positive future outlook, with a mention of its low P/E multiple and a significant price target from Wall Street. Microsoft (MSFT) is also mentioned as the second stock, noted for its AI and SaaS integration and high operating margins.
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Tickers discussed in this post
The creator mentions Nvidia's A100 chips as a component that CoreWeave is contracting for at attractive prices.
The creator mentions Amazon as one of the larger cloud providers, alongside Microsoft and Google, but does not provide a specific investment thesis.
CoreWeave (CRWV) is a rapidly growing cloud infrastructure company with strong future revenue and EBITDA projections, despite current debt and unprofitability.
Palantir Technologies is showing tremendous and rapid growth, with its commercial sector experiencing over 110% growth, making it an interesting, albeit more expensive, AI stock.
Microsoft (MSFT) is a secondary buy, noted as a blend of AI and SaaS with stable revenues and high operating margins, poised for significant growth due to AI.
Micron Technology (MU) is a primary buy due to its explosive revenue growth, high margins (85% gross, higher than Nvidia), strong profitability (over 80% operating margin, over 60% net margin), and a significant price target of $1500 from Wall Street, representing 66% upside.