CoreWeave (CRWV) is a key AI infrastructure company with a strong customer backlog and Nvidia partnership, making it a test case for the AI cloud thesis, though its balance sheet presents risks.
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24 Year Old Billionaire Investor Bet BIG on these 5 AI Stocks (should you follow?)
Jun 15, 2026
The creator discusses the investment strategy of a young billionaire, Leopold Ashen Benner, who has seen significant returns by focusing on AI infrastructure. The creator highlights Benner's recent pivot from chip stocks like Nvidia to companies providing essential AI infrastructure, such as Nebius (NBIS), which is presented as a key holding.
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Tickers discussed in this post
SanDisk is highlighted as a misunderstood but critical player in AI infrastructure due to its role in NAND flash memory and SSDs for storing massive AI data.
Bloom Energy (BE) is presented as a critical, albeit non-traditional, AI stock due to its fuel cell systems addressing the power bottleneck for AI data centers, prompting further research for portfolio consideration.
Oracle Cloud is mentioned as a competitor to Nebius in the AI infrastructure space.
Nebius (NBIS) is highlighted as a top holding and a key AI infrastructure play, with the creator having previously recommended it sub-$100.
TSMC is mentioned as one of the stocks that Leopold Ashen Benner dumped, alongside Nvidia and others.
Broadcom is mentioned as one of the stocks that Leopold Ashen Benner dumped, alongside Nvidia and others.
Micron is mentioned as one of the stocks that Leopold Ashen Benner dumped, alongside Nvidia and others.
The creator notes that Leopold Ashen Benner recently sold $300 million of Nvidia stock and also held put options on Nvidia, which paid off as the stock fell.