CoreWeave looks positioned to be one of the biggest beneficiaries of years of demand for GPU computing at scale. It should be one of the most important players in the AI infrastructure buildout, with Jensen Huang and Nvidia deeply tied to it. At $50 a share, its debt load is not a concern; the stock could look like one of the best buying opportunities by decade-end. x.com  x.com 

Better underwriting at Root, AI data demand at Innodata, defense breadth at Applied Aerospace & Defense, scaled voice AI at SoundHound, more organ access via TransMedics, profitable insurance at Lemonade, autonomous defense at Ondas and successful medicines at AbCellera could drive outsized growth. These eight smaller companies have a realistic path to 5x+ over 5-10 years if they execute on those opportunities. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Hardware suppliers and VC keep financing cash-hungry labs and neoclouds, making compute rental prices at CoreWeave, Nebius and IREN look artificially supported. Lab revenue growth is finally plateauing at 800% year over year after roughly tenfold equity gains across the stack over the last decade. The buildout is also crowding out the economy's appetite for debt. x.com  x.com  x.com  x.com  x.com  x.com 

AI funding is easing as lower credit-insurance costs could reopen funding. CoreWeave CDS fell to ~1,040bp from above 1,100bp; Oracle says growth should fund itself from FY29. Google kept its $195–205B 2026 capex guide, expects more in 2027 and is renting third-party compute despite margin headwinds, supporting Nebius and CoreWeave pricing power. Microsoft’s Azure growth accelerated to 48%, while Meta and Microsoft credit spreads eased. A bigger rally needs further credit easing. x.com  x.com  … Show more

IREN and Nebius look most attractive in AI cloud on projected 2027 revenue growth relative to their EV/revenue multiples. IREN is listed at 297% growth and 4.74x, and Nebius at 266% and 4.26x; TeraWulf and Cipher Mining have similar projected growth but multiples above 9x. x.com 

Anthropic's apparently flat August-September ARR growth weakens the frontier-lab demand outlook for Oracle, CoreWeave, IREN and Nebius. The earlier rough ARR projections may be too high; the 2026 exit estimate is below $90bn. Q4 growth is not expected to reaccelerate from Q3, though that remains uncertain. x.com  x.com  x.com 

IREN, Nvidia, Amazon, IonQ, Nokia, Rocket Lab, Uber and Oscar Health could become multibaggers before 2030 because they help reshape the world. Intrinsiqq's quarterly revenue charts show Nvidia up 1,254.7% over five years and IREN up 160.1% over two, while Nokia's revenue rose just 2.4% over one year. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

CoreWeave's 3.2x 2027 revenue multiple makes it one of the most attractive stocks in the market. x.com 

Debt-funded AI expansion could outrun the revenue needed to pay creditors. CoreWeave, Cipher Digital, IREN, Nebius, Oracle and Applied Digital resemble railroads that failed after building too fast. The borrowing table flags refinancing, construction, dilution, GPU economics and spending ahead of cash generation across the group. AI's promise does not remove that risk. x.com  x.com  x.com 

Ondas' long-term opportunity extends beyond drones into growing counter-drone and unmanned ground vehicle markets. Broad industry estimates for these markets rise from $90.6B in 2025 to $210B by 2033, with counter-drone systems the fastest-growing segment at 26.8% annually. That total is neither Ondas revenue nor its own addressable market and may include overlap. Bullish on the company's future, but execution must earn conviction. x.com  x.com