This video discusses the recent stock performance of AI infrastructure companies, specifically Cororeweave and Nebus, and analyzes whether the current AI infrastructure boom is sustainable or a bubble. The speaker provides an in-depth review of Cororeweave's financial report, addressing delays in infrastructure development and their impact on guidance. The video also focuses heavily on Nebus, detailing its recent significant deals with Microsoft and Meta, its expansion plans, and its long-term strategy to become a major player in the AI cloud space. The speaker also briefly touches on Applied Digital and Iron, offering insights into their current situations. Finally, the speaker shares their personal investment strategy regarding these companies, including managing options positions.
