What Moneyvest said in this video:
- AI Capexpositive for stockslong-termThe host notes that scaling AI inferencing, training, and physical AI applications requires close to 200 gigawatts, while companies including IREN and other neocloud operators are only producing about 10% of what will eventually be built, so AI data center demand is massive and the market is very large.Source
- IRENbullishlong-termThe host views IREN as an asymmetrical opportunity transitioning from Bitcoin mining to AI cloud services and discloses holding a small position. He believes its existing power access, grid connections, and site footprint form a moat, and that AI data center demand is massive; if it delivers contracted capacity on schedule and earns attractive returns on capital, the current sell-off could be an overreaction. Technically, $30–$35 is strong support, with $21 another strong accumulation area if it breaks below $30; resistance is $46–$48. Long-term revenue could grow substantially, with the stock potentially returning to around $70.Source
- NBISneutrallong-termThe host urges extreme caution on NBIS, noting it is riding a massive wave of AI cloud computing growth, but nobody really knows where the long-term destination is; it can be traded for profit, but the long-term outlook is anybody's guess, resulting in a neutral stance.Source
- CRWVneutrallong-termThe host urges extreme caution on CRWV, noting it is riding a massive wave of AI cloud computing growth, but nobody really knows where the long-term destination is; it can be traded for profit, but the long-term outlook is anybody's guess, resulting in a neutral stance.Source