Nebius is highlighted for its new $27 billion AI infrastructure agreement with Meta, which includes significant pre-payments and is seen as a positive development for Nebius's core business.
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Everyone Hates This Stock. I Think It's a Screaming Buy
Couch InvestorApr 15, 2026
The creator discusses Meta (META) as a potentially undervalued stock, comparing its current situation to Meta in 2022. Despite significant investment in AI infrastructure and potential risks like AI model delays and layoffs, the creator presents a probability-weighted valuation suggesting a 34% upside. The discussion also touches upon the new Nebius (NVDA) infrastructure agreement with Meta, which involves significant pre-payments.
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Nvidia is mentioned as a potential beneficiary of Meta's AI infrastructure build-out, with the possibility of Meta reducing reliance on Nvidia chips in the future through in-house development.
Meta is presented as a screaming buy due to its current valuation, despite heavy investment in AI infrastructure and potential risks, with a probability-weighted valuation suggesting significant upside.
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META
buy opened Apr 15, 2026
-9.79%