This page tracks every stock Ticker Symbol: YOU has discussed on YouTube, extracted from AI transcription of their 5 most recent videos covering 26 tickers. They are currently bullish on CEG, VST, GEV, NVDA, AVGO, TSM and others. Each take below includes their stated reasoning and, where given, a price target.
Wall Street is drastically underestimating AI spending, projecting a slowdown to 32% growth next year and 4% by 2031, while NVIDIA alone expects the top five cloud companies to spend $1.3 trillion next year. AI spending is accelerating, not decelerating, with every infrastructure supplier saying they can't build fast enough. The real constraint is power: the US grid's always-on power supply is actually shrinking as coal and gas plants retire, while over 90% of new capacity additions are intermittent solar, wind, and batteries. Electricity prices must rise to resolve the gap, and power is the bottleneck for every layer of the AI stack.
| Ticker | Action | Why | Target | When |
|---|---|---|---|---|
CEG●●● | buy | Operates America's largest nuclear fleet and is restarting the Three Mile Island reactor on a 20-year deal with Microsoft. Nuclear power can't be replaced this decade and is a key always-on power source for AI data centers. | — | 6d ago |
VST●●● | buy | Locked in 20-year nuclear power deals with Amazon and Meta Platforms. Controls nuclear power that cannot be replaced this decade, making it a key beneficiary of AI-driven power demand. | — | 6d ago |
GEV●●● | buy | Builds the gas turbines everyone is fighting over, with deliveries effectively sold out for the next few years. As the grid's always-on power supply shrinks, its turbines are critical. | — | 6d ago |
NVDA●●● | buy | Reported record data center revenues of $89B, up 117% YoY, with Vera Rubin set to be the fastest product ramp in company history. NVIDIA's GPUs provide speed and flexibility that AI giants are buying at gigawatt scales, and the company is sold out. | — | 6d ago |
AVGO●●● | buy | AI revenue growing 221% YoY from custom ASICs for six AI giants including OpenAI, Anthropic, Google, and Meta. CEO has line-of-sight to $230B AI revenue in two years, quadrupling current levels. Broadcom's ASICs complement rather than compete with NVIDIA's GPUs. | — | 6d ago |
TSM●●● | buy | Manufactures chips for both NVIDIA and Broadcom, so it wins regardless of which architecture comes out on top. Two-thirds of revenue now comes from AI and high-performance computing. | — | 6d ago |
LITE●●● | buy | Makes lasers and transceivers for AI networking. NVIDIA invested $2B and made big purchase commitments. Revenue more than doubled in the past year, and the AI build-out is adding optical ports faster than co-packaged optics are consolidating lasers. | — | 6d ago |
COHR●●● | buy | Makes lasers and transceivers for AI networking. NVIDIA invested $2B and made big purchase commitments. The ongoing AI build-out is adding optical ports faster than co-packaged optics consolidate them, supporting years of strong laser sales. | — | 6d ago |
FN●●● | buy | Assembles optical modules for NVIDIA, Amazon, and Cisco. Only nine analysts cover the stock, making it a under-the-radar play on AI optical infrastructure. | — | 6d ago |
POWL●●● | add | Builds industrial-grade switchgear to deliver power to AI data centers. Backlog is up 69% YoY with a market cap under $7B and only four analysts covering it, making it a small-cap undercovered play on AI power infrastructure. | — | 6d ago |
GOOGL●●● | buy | One of only two public companies building frontier AI models. AI search features reach billions monthly, and the stock is up 45% in the last year, more than double the S&P 500. The creator has been pounding the table on it. | — | 6d ago |
META●●● | buy | Its ad engine may be the biggest AI application on earth, with AI-driven targeting pushing ad revenue up 27% YoY and advertisers paying 12% more per ad on top of an enormous baseline serving nearly half the planet. Also builds frontier AI models and is a Broadcom custom chip customer. | — | 6d ago |
CRWV●●● | buy | CoreWeave is the largest neocloud with 1.5 GW of active power, a $104B revenue backlog, and Nvidia as a buyer of last resort through 2032. It has the lowest execution risk and is the cheapest by active power per megawatt, but carries $46B in net debt with 25% of revenue going to interest payments, making it best suited for investors who prioritize stability over upside. | — | 1w ago |
NBIS●●● | buy | Nebius has the strongest balance sheet ($2B net debt), fastest revenue growth (454% YoY), and customers pre-funding 50-60% of equipment costs. However, it trades at the highest valuation (7.4x run rate EV) and faces dilution risk from stock issuance to fund its $20-25B capex plans, making it a middle-ground pick that is more expensive than peers. | — | 1w ago |
IREN●●● | buy | IREN is the smallest and cheapest neocloud with the most contracted power per dollar, lowest interest expense relative to revenue (18%), and AI revenue that doubled in 90 days. It already has 5+ GW of power lined up from its Bitcoin mining pivot, plus major contracts with Microsoft and Nvidia. The main risk—whether it can convert contracted power to real revenue—is already priced in, making it Alex's top pick for maximum upside. | — | 1w ago |
Operates America's largest nuclear fleet and is restarting the Three Mile Island reactor on a 20-year deal with Microsoft. Nuclear power can't be replaced this decade and is a key always-on power source for AI data centers.
Locked in 20-year nuclear power deals with Amazon and Meta Platforms. Controls nuclear power that cannot be replaced this decade, making it a key beneficiary of AI-driven power demand.
Builds the gas turbines everyone is fighting over, with deliveries effectively sold out for the next few years. As the grid's always-on power supply shrinks, its turbines are critical.
Reported record data center revenues of $89B, up 117% YoY, with Vera Rubin set to be the fastest product ramp in company history. NVIDIA's GPUs provide speed and flexibility that AI giants are buying at gigawatt scales, and the company is sold out.
AI revenue growing 221% YoY from custom ASICs for six AI giants including OpenAI, Anthropic, Google, and Meta. CEO has line-of-sight to $230B AI revenue in two years, quadrupling current levels. Broadcom's ASICs complement rather than compete with NVIDIA's GPUs.
Manufactures chips for both NVIDIA and Broadcom, so it wins regardless of which architecture comes out on top. Two-thirds of revenue now comes from AI and high-performance computing.
Makes the high bandwidth memory that all AI chips need, with revenues more than tripling year-over-year. A key supplier in the chip layer that benefits from both GPU and ASIC demand.
Builds switches and software for scale-out Ethernet in the world's biggest AI clusters, expecting over $3.6B of AI revenue this year. A key networking winner as AI clusters scale out.
Handles power and cooling inside AI data centers, with every new chip generation pushing more dollars per rack their way. Recently raised guidance across the board.
Makes lasers and transceivers for AI networking. NVIDIA invested $2B and made big purchase commitments. Revenue more than doubled in the past year, and the AI build-out is adding optical ports faster than co-packaged optics are consolidating lasers.
Makes lasers and transceivers for AI networking. NVIDIA invested $2B and made big purchase commitments. The ongoing AI build-out is adding optical ports faster than co-packaged optics consolidate them, supporting years of strong laser sales.
Assembles optical modules for NVIDIA, Amazon, and Cisco. Only nine analysts cover the stock, making it a under-the-radar play on AI optical infrastructure.
Builds industrial-grade switchgear to deliver power to AI data centers. Backlog is up 69% YoY with a market cap under $7B and only four analysts covering it, making it a small-cap undercovered play on AI power infrastructure.
One of only two public companies building frontier AI models. AI search features reach billions monthly, and the stock is up 45% in the last year, more than double the S&P 500. The creator has been pounding the table on it.
Its ad engine may be the biggest AI application on earth, with AI-driven targeting pushing ad revenue up 27% YoY and advertisers paying 12% more per ad on top of an enormous baseline serving nearly half the planet. Also builds frontier AI models and is a Broadcom custom chip customer.
Owns a big chunk of OpenAI, giving it exposure to one of the leading AI labs. Mentioned as a beneficiary of AI model development but not explicitly stated as a personal position.
Holds a stake in Anthropic with paper gains of over $50B last quarter. Also raised capex budgets mid-year and is a major AI data center spender. Mentioned but not explicitly stated as a personal position.
CoreWeave is the largest neocloud with 1.5 GW of active power, a $104B revenue backlog, and Nvidia as a buyer of last resort through 2032. It has the lowest execution risk and is the cheapest by active power per megawatt, but carries $46B in net debt with 25% of revenue going to interest payments, making it best suited for investors who prioritize stability over upside.
Nebius has the strongest balance sheet ($2B net debt), fastest revenue growth (454% YoY), and customers pre-funding 50-60% of equipment costs. However, it trades at the highest valuation (7.4x run rate EV) and faces dilution risk from stock issuance to fund its $20-25B capex plans, making it a middle-ground pick that is more expensive than peers.
IREN is the smallest and cheapest neocloud with the most contracted power per dollar, lowest interest expense relative to revenue (18%), and AI revenue that doubled in 90 days. It already has 5+ GW of power lined up from its Bitcoin mining pivot, plus major contracts with Microsoft and Nvidia. The main risk—whether it can convert contracted power to real revenue—is already priced in, making it Alex's top pick for maximum upside.
AMD is acquiring Talos to etch AI model weights directly into chips, eliminating the memory wall and achieving roughly 120x faster inference and 20x lower cost versus traditional GPUs, with a clever tiered manufacturing process allowing 60-day turnaround for new models.
Cerebrus bets on wafer-scale chips that eliminate rack-level network cables and switches, delivering massive memory bandwidth and inference performance. Its $25.4B backlog is ~29x expected 2026 revenue, cloud/services revenue grew 287% YoY, and hardware sales actually grew 17% once warrant charges to OpenAI are excluded.
PANW is consolidating cybersecurity into integrated platforms and recently acquired CyberArk to launch Adira, focusing on identity security for AI agents, positioning it well for enterprise AI security spending.
NET acts as a barrier between users and websites, uniquely positioned to scale with the explosion of AI agent web traffic. Lower gross margins are actually a positive sign of shifting to paid traffic and servicing AI agents.
SAIL provides identity lifecycle management and recently launched Agentic Fabric to manage AI agent credentials. As a standalone vendor, it is a prime acquisition target at a potential ~$20 billion valuation.
VCX offers everyday investors access to top private pre-IPO tech companies, capturing returns usually reserved for venture capital before companies go public.
No bearish takes.
The creator presents a five-layer AI investment map (energy, chips, infrastructure, models, applications) and argues Wall Street is drastically underestimating AI spending, which is accelerating rather than slowing. He identifies winners at each layer and explicitly states which stocks he is buying across the stack, emphasizing supply-constrained picks in power, chips, networking/optics, and large-cap AI application companies.
Alex from Ticker Symbol YOU analyzes Nvidia's latest earnings to identify where AI spending is headed next, concluding that the AI buildout is broadening beyond hyperscalers into the ACIE category (AI clouds, industrial, enterprise). He focuses on three neocloud stocks—CoreWeave, Nebius, and IREN—as the best way to play this trend, comparing them on scale, balance sheet strength, valuation, and power capacity. He ultimately favors IREN for maximum upside, CoreWeave for lowest execution risk, and Nebius as a middle-ground pick.
The video discusses two smaller AI stocks, Coherent (COHR) and Lumentum (LITE), as prime investments to capitalize on the shift from copper to optical networking inside AI data centers. The creator is bullish on both, noting they solve the emerging AI bottleneck of data transfer speed and power efficiency, and are both backed by Nvidia. If forced to choose, the creator prefers Coherent for its vertical integration and 6-inch wafer production capacity, despite its heavy capital expenditures.
The creator argues the bearish case against AI stocks—that spending will slow—has died, as hyperscalers go free-cash-flow negative yet raise debt and equity to keep spending. He examines three AI chip companies with different strategies for where AI spending shifts next: AMD (acquiring Talos for model-specific fixed-weight chips), Cerebrus (wafer-scale chips eliminating network cables), and NVIDIA (turning GPUs into a financed asset class). He is broadly bullish on continued AI infrastructure spending, noting land and power—not money—are the real constraints.
The creator highlights a massive gap in AI security spending, specifically in identity management for AI agents, and recommends three cybersecurity stocks positioned to capitalize on this trend. He also promotes a sponsor, VCX, for accessing pre-IPO tech companies.
Based on AI analysis of this creator's recent videos. Theses are paraphrases of the creator's own words, not verbatim quotes. Not financial advice.