IREN is a strong AI player with strategic European expansion and key Nvidia partnerships.
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2 AI Stocks About to EXPLODE in 2026
Jose Najarro StocksMay 9, 2026
The creator discusses the booming semiconductor and AI industry, noting significant gains in companies like Nvidia, Google, AMD, and Intel. While not recommending fresh heavy investments in the sector currently, the creator remains bullish on AI and highlights the massive compute demand driven by companies like Anthropic, which is securing large deals with SpaceX, Amazon, Google, Microsoft, and Nvidia. This demand is fueled by Anthropic's exponential growth, indicating a sustained shortage thesis for compute resources.
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Tickers discussed in this post
CoreWeave is a strong buy due to its integrated AI cloud capabilities, expanding power capacity, and long-term AI compute race potential.
Extremely bullish on Coreweave despite recent dip, citing massive AI compute growth and strong RPO.
Micron is performing well in the current semiconductor market.
Qualcomm is performing well in the current semiconductor market.
Intel is performing well and benefiting from the AI boom.
AMD is performing well in the AI and semiconductor sector.
Google is benefiting from the AI compute shortage and securing deals.
Nvidia is a key player in the AI compute shortage, benefiting from massive demand.