Iron, another neo-cloud player, is mentioned as being affected by the market sell-off and is held by the creator.
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WHY COREWEAVE NEBIUS IREN STOCK CRASHED TODAY!
Mar 15, 2026
The creator discusses the recent stock crash of CoreWeave, Nebius, and Iron, attributing it to false rumors about CoreWeave's funding issues. Despite the denials, the market reacted negatively. The video previews CoreWeave's upcoming earnings, focusing on RPO growth, contracted power, and revenue expectations, while also noting the high volatility in the AI infrastructure market. The creator identifies CoreWeave as their top pick in the neo-cloud space but also holds Nebius and Iron.
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Nebius, a neo-cloud player, is discussed in the context of market comparisons and its own growth potential, with the creator also holding shares.
CoreWeave is identified as the creator's number one neo-cloud player, with a focus on upcoming earnings and growth potential despite recent market volatility.
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