I Analyzed 4 AI Cloud Stocks (Here's The ONE I'm Actually Buying
Автор: Harry's Bull Run
Загружено: 2026-02-03
Просмотров: 108
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Here's my channel with all my content: / @harrysbullrun
AI cloud stocks are the bottleneck trade of the decade — because without GPUs, power, and data centers, nobody gets to scale AI.
In this video, I break down 4 AI cloud & data center plays that are attacking the compute shortage from different angles: CoreWeave (CRWV), Nebius (NBIS), IREN (IREN), and Applied Digital (APLD). You’ll get the bull case and the risk for each one, so you can see what’s real… and what’s just a good story.
Key takeaways:
• Why “neo-cloud” demand is outrunning hyperscaler buildouts
• The 3 choke points that decide winners: GPU supply, megawatts, and capital
• Contract/backlog vs. dilution/debt — what actually matters for investors
• Which stock I’m personally buying (and how Harry would size it)
Drop your pick in the comments (CRWV, NBIS, IREN, or APLD), and if you want a deep-dive on one ticker, hit like, subscribe, and tell me which one to break down next.
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Disclaimer:
I am not a financial advisor. This channel does not provide investing, tax, legal or accounting advice. This video is for entertainment and educational purposes only and should not be considered as financial advice. I am solely sharing my personal experience and opinions. I highly encourage you to do your own research- there is a risk of losing money in the market. You should consult your own tax, legal and financial/investment advisors before engaging in any transactions.
🚨Thumbnails are NEVER a direct quote from any public figure. It is a form of art and is strategically used for audience engagement. DO not rely on the "quote" as a real statement from a public figure.
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The links provided on this channel are from affiliate partners, which means that if you make a purchase through my affiliate link, I may earn a small commission at no cost to you.
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