The creator questions what a team of engineers at Meta could achieve given the immense compute needs driven by AI.
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I WAS NOT Bullish Enough on AI Stocks
Sep 8, 2026
The creator expresses extreme bullishness on the AI industry, particularly following the release of GPT6 Astra, which they believe will significantly increase demand for compute power. This surge in demand is expected to benefit semiconductor companies like Nvidia, as well as cloud providers and data center operators such as CoreWeave, Nebius, Google Cloud, and AWS. The creator highlights Nvidia's GPUs as a highly rentable and revenue-generating asset, with rental prices increasing due to high demand.
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The creator questions what a team of engineers at Microsoft could achieve given the immense compute needs driven by AI.
Semiconductor stocks are predicted to perform amazingly well due to the insane demand for compute driven by AI.
Cloudflare is performing well in the cybersecurity space and is expected to benefit from increased agent usage.
Marvell is mentioned as a name the creator is still bullish on within the semiconductor industry.
Nebius is mentioned as a company in the NeoCloud market that is expected to benefit from the surge in AI compute demand.
CoreWeave is identified as a company that will benefit from the increased demand for compute power in the NeoCloud market.
Nvidia's GPUs are highlighted as a key beneficiary of the increased compute demand driven by AI advancements like GPT6 Astra, with rental prices for H100s already rising.