The creator is very bullish on CoreWeave, viewing its aggressive AI infrastructure buildout, significant revenue backlog, and strong growth prospects as a compelling investment despite high capex and debt.
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NVIDIA STOCK DUMPS | COREWEAVE STOCK CRASHES | AM I WRONG?
Jose Najarro StocksMar 15, 2026
The creator discusses the recent sell-off in Nvidia, viewing it as a potential buying opportunity due to its forward PE ratio. They also analyze news about Meta and Google's AI chip deal, concluding it's not bearish for semiconductor companies like Nvidia and AMD. Finally, the creator expresses strong bullish sentiment for CoreWeave, highlighting its aggressive AI infrastructure buildout, significant revenue backlog, and future growth potential despite high capex and debt concerns.
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Autodesk is cited as an example of a company with strong revenue growth, indicating that the AI story is not necessarily detrimental to the software market.
Salesforce is mentioned as being down roughly 2.5% following news related to layoffs attributed to AI, contributing to negative sentiment in the SaaS market.
Microsoft is mentioned as being down about 1% following news related to layoffs attributed to AI, which the creator believes is a negative optic for the AI industry.
CrowdStrike is mentioned as a new customer win for CoreWeave, indicating demand for CoreWeave's AI infrastructure services.
Meta's reported struggles with its AI chip and a potential deal with Google are discussed, with the creator concluding it's not a threat to Nvidia or AMD, as Meta simply needs more compute.
The creator views Nvidia's recent 5% sell-off as an extreme gift and a massive opportunity, believing the forward PE ratio is attractive and that the AI market's growth will continue.