IREN’s shift from Bitcoin mining to AI infrastructure is getting harder to ignore. Nvidia is involved, Sweetwater is live, and Mirantis adds credibility on the software side. But the stock already ripped, and dilution could be a major overhang. Early-stage winner, or too much hype?
Saw this article comparing NVIDIA and Nebius in AI. Makes me wonder if jumping on the smaller player is worth the hype. Thoughts?
SoFi’s growth story still looks compelling, with strong member additions, improving profitability, Anthony Noto's share purchases, and new products like SoFi USD and PrimaryBid. But Galileo is shrinking, and if lending slows down too, the platform story starts to look a lot less exciting. So is SoFi actually becoming a long-term fintech winner, or is this just a bank stock wrapped in fintech hype?
Rocket Lab is in an interesting spot right now because it’s no longer just about Electron and Neutron. HASTE looks like it could become a real defense growth engine, but the stock has already ripped higher, and the valuation looks stretched. So is the market seeing something early here, or is this just another space hype cycle?
Intuit has been hit pretty hard, but I’m not sure the business looks broken. Revenue is still growing, profits are up, and QuickBooks, TurboTax, and Credit Karma seem more connected than people give them credit for. The valuation still isn’t cheap, though, and AI competition is a real concern. Curious how others are looking at INTU here.
AppLovin’s AXON story, growth, profits, and cash flow all look impressive. But at 40x+ earnings, is APP still an AI ad winner, or already priced for perfection?
Oklo is weird because the story sounds huge: AI power demand, advanced nuclear, long-term contracts, all that. But it’s still pre-commercial, and the valuation already suggests investors are pricing in a ton of future success. Regulatory progress is real, but so are the risks. What do you guys think, opportunity or trap?
Marvell is up huge after Nvidia put $2b into it, and now everyone’s acting like it’s suddenly a core AI infrastructure name. The business is growing, and data center demand looks legit, but the valuation is already pretty stretched. Do you think earnings can actually justify this move, or is this getting way too hot?
Amazon’s quarter looked amazing at first, but the Anthropic gain makes the net income number feel a little messy. AWS and AI infrastructure still look strong, but free cash flow is under heavy pressure.
Is this a real long-term AI setup, or are investors already paying too much for the story?
Amazon’s custom chips are now a pretty serious business, with Graviton, Trainium, and Nitro becoming more important inside AWS. I don’t think this means Nvidia will be replaced, but it might mean Amazon keeps more AI spending within its own ecosystem. Is this a real long-term moat, or is the stock already pricing it in?
SoFi’s numbers look pretty strong, but the stock still got hit after earnings. Member growth is still running hot, lending is doing most of the profit work, and analysts still see upside. But the valuation isn’t exactly cheap, and the market seems skeptical. Is this a real fintech winner or just another growth stock priced too aggressively?
CoreWeave is taking on a ton of debt, which usually sounds scary. But it also has major contracts with Meta and Anthropic, plus strong AI demand driving the buildout. I’m torn because the growth story looks real, but the balance sheet risk is hard to ignore. Is this a monster opportunity or a debt trap?
I’m stuck on the contradiction with NVIDIA. The stock is near highs, but the valuation still looks weirdly reasonable if the AI capex cycle keeps going. The risk is that so much depends on hyperscalers not slowing down. Is this still the best AI stock, or are expectations getting too stretched?
Palantir just announced a $300M deal with the USDA to help manage farmland, supply chains, and government services, but is this really the game-changer investors think it is? With expectations high, how much growth is actually priced in? Would love to hear opinions—bullish or bearish, what’s your take on Palantir at these levels?
AMD is up a ridiculous amount from its lows, but the interesting part is MI350 being available while NVIDIA Blackwell supply is apparently super tight. That could matter for cloud companies and AI startups that can’t wait forever. Still, the valuation already looks pretty intense. Is AMD becoming a legit AI winner, or is the market getting ahead of itself?