Credo is highlighted as a favorite opportunity, particularly in the under $170 range, due to its attractive valuations.
Source Post
AI Compute Demand Could DOUBLE Again by 2027!!
Sep 18, 2026
The creator discusses the massive and growing demand for AI compute, highlighting that companies like Anthropic and OpenAI are expected to double their data center capacity by 2027. Despite fears of an AI slowdown, the creator remains bullish on the AI industry, particularly AI infrastructure plays, citing that current AI adoption is only at 5-10% and compute constraints are a significant bottleneck, which will continue to drive demand.
Linked Mentions
Tickers discussed in this post
SanDisk is mentioned in the context of large call option purchases in the $1600s, totaling $41 million.
Marvell is mentioned as a company that saw significant call option purchases, with 3.8 million in volume.
Intel is mentioned in the context of large, short-dated call option purchases, with the stock currently trading around $108.
Equinix is mentioned as a company that can benefit from the increased demand for data center solutions, particularly with its infrastructure in the UK and recent acquisition in Spain.
Meta Platforms is mentioned in the context of AI developments and its impact on compute demand, with the creator noting it as a company impacted by recent news.
CoroWeave is identified as a NeoCloud player and an AI infrastructure play in the creator's portfolio, expected to benefit from the growing demand for compute.
Astera Labs is identified as an AI infrastructure play within the creator's portfolio, poised to benefit from the ongoing surge in compute demand.
Nvidia is mentioned as a key AI infrastructure play in the creator's portfolio, benefiting from the massive and growing demand for AI compute.