CoreWeave's announcement of flexible capacity plans is noted but not considered groundbreaking, with the creator suggesting Nebius has a stronger business and financial position.
Source Post
Why AI Stocks Are About to Run — The Proof Just Dropped
Mar 15, 2026
The creator discusses recent earnings reports and news impacting AI and tech stocks, including Oracle, Nebius, and Uber. Oracle showed accelerating growth, while Nebius benefited from a partnership with Nvidia. Uber's strategic partnerships and fee increases are also highlighted as positive developments. The creator expresses skepticism about Oracle compared to other AI plays like Nebius, Amazon, Alphabet, and Meta.
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Meta is mentioned as one of the big tech companies the creator owns, and is considered a better investment than Oracle.
Alphabet is mentioned as one of the big tech companies the creator owns, and is considered a better investment than Oracle.
Amazon is mentioned as one of the big tech companies the creator owns, and is considered a better investment than Oracle.
Uber's strategic partnership with Zoox and fee increases by Uber Eats are positive developments, reaffirming the creator's belief that Uber is a cheap name with strong distribution for AV players.
Nebius is a favorite name, with a significant partnership with Nvidia validating its AI cloud thesis and positioning it for accelerated growth.
Nvidia's partnership with Nebius, involving a $2 billion investment, is seen as a significant validation of Nebius's AI cloud capabilities and reinforces the creator's positive view on Nebius.
Oracle's earnings report showed accelerating growth and improved cloud revenue, but the creator remains hesitant due to high debt and negative free cash flow, preferring other AI stocks.
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NBISbuy opened Mar 15, 2026
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