Are IREN, Nebius, & CoreWeave In BIG Trouble? Kansas [bbJPUMLvH0F]

Neocloud stocks like IREN $IREN, Nebius $NBIS, CoreWeave $CRWV, and Applied Digital $APLD have exploded up 100% to over 800% in the past year, crushing the Nasdaq. But is this the next great AI infrastructure boom or a repeat of the late-1990s fiber optic bubble (hello, Global Crossing)?

In this video we break down the Neocloud business model, why these companies can offer GPUs 30-80% cheaper than hyperscalers, the massive risks around debt, depreciation, customer concentration (your competitor as your biggest client isnt ideal), contract quality, and what happens when AI compute supply finally catches up to demand.

RESEARCH PIECES USED IN THIS VIDEO:

1. Are AI Data Stocks the Opportunity of a Lifetime?

2. 37 prime minister of latvia Stocks Benefiting from AI Data Centers

CHAPTERS:

00:00 Intro

00:37 Why we're covering Neoclouds

03:23 The Neocloud business model

06:54 Risks to Neocloud stocks

09:07 What is the purpose of a neocloud?

10:17 The bull and bear thesis for neocloud stocks

11:27 Why can't hyperscalers do what neoclouds do?

12:31 Conclusion

ABOUT US:

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