What Meet Kevin said in this video:
- CRWVbullishmid-termThe host reiterates his prior call that the CoreWeave doom loop was overblown, with the company funding itself via customer prepayments and Nvidia financing rather than market borrowing.Source
- AI Capexpositive for stocksmid-termThe host argues the mega-caps underwriting AI compute commitments act as a floor and a hedge, not loan sharks, which underpins the whole AI capex trade.Source
- QQQbullishshort-termThe host reads the Nasdaq chart as showing AI got a bit oversold, with confidence recovering.Source
- ADBEbearishlong-termThe host sees AI tools eroding legacy software like Adobe, noting he cancelled his own subscription after a year of non-use.Source
- AMDbullishlong-termThe host speculates AI models will shift to locally-run licensed versions, which benefits local compute enablers like AMD.Source
- DELLbullishlong-termThe host names Dell as a beneficiary of enterprise local AI buildouts.Source
- NVDAbullishlong-termThe host names Nvidia as a beneficiary of local AI buildouts, with the frontier model race sustaining demand as well.Source
- Inflationneutralmid-termThe host notes hopes that chip inflation peaks around 2027 as memory supply comes online, but hedges with 'who knows.'Source