Palantir's recent partnership with Nvidia positions it well within the bullish trend for AI infrastructure players like Nebius.
Source Post
The Market Is Underestimating This Massive AI Demand Shift
Sep 23, 2026
The creator discusses the rapid growth and innovation in the AI industry, highlighting new model releases and the increasing demand for AI compute. They express strong bullish sentiment towards Nvidia (NVDA) and AMD, viewing them as long-term winners in the AI and semiconductor space, despite their large market caps. The creator also notes the rising cost of GPU rental as a sign of sustained demand.
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Nebius is a strong buy due to its innovative dynamic spot pricing strategy, which is poised to benefit significantly from increasing AI infrastructure demand and limited GPU supply.
Iren is the creator's second biggest neocloud player pick, with a market cap of $20 billion, and is bullish due to its massive energy availability.
Amazon (AWS) is mentioned as building pure CPU infrastructure that could benefit from the AI demand shift.
Oracle Cloud Infrastructure is mentioned as a company that could benefit from the AI demand shift by deploying CPU solutions.
Coreweave is a top pick due to its ability to contract new compute capacity at higher prices and its focus on building its own AI data centers, positioning it to benefit from increasing GPU pricing and agentic demand.
Cloudflare is mentioned as a company that could benefit from the AI demand shift by deploying CPU solutions.
Qualcomm is mentioned as a competitor to Nvidia in the CPU market.
Intel is mentioned as a competitor to Nvidia in the CPU market.
AM is mentioned as a competitor to Nvidia in the CPU market.
