Core Scientific is mentioned as having a better valuation compared to SpaceX, suggesting a hold sentiment.
Source Post
These AI Stocks Just Got a Lot Cheaper
Sep 15, 2026
The creator discusses the recent AI sector fears and market reactions, noting that while some AI-related stocks like Broadcom, Nvidia, and Micron saw declines, others like Google, Microsoft, and Meta, along with cybersecurity and software names, experienced significant gains. The creator highlights Jensen Huang's comments dismissing AI extinction fears as fabricated and attributing recent safety issues to organizational transitions, emphasizing that standard engineering practices will resolve them. Huang also criticized public hype cycles, suggesting companies should be built in silence.
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Tickers discussed in this post
Coreweave has immense scale and potential for a $100 billion market cap if they execute correctly, diversify their business, and generate significant revenue.
Nuveus is expected to see its revenue growth explode, and the creator believes the numbers could be even bigger than projected, despite current negative free cash flow due to capex.
Oracle's capex is part of a large combined figure for 2026-2028, and its growth rates are expected to come down.
Amazon's significant capex could face pressure from a spending slowdown, potentially impacting free cash flow.
CrowdStrike was up 13% yesterday, highlighting positive movement in cybersecurity stocks.
SentinelOne was up 14% yesterday, showing strength in software and cybersecurity.
Rubrik was up 15% yesterday, indicating strength in software names.
Microsoft was mentioned as being up at the start of the week.
Nvidia was down 3.3% at the start of the week amidst broader AI sector fears.