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Value Investing Edge retweeted
Anthropic just proved AI growth is FAR from over. Revenue per compute dollar jumped 420%!
If I had $100,000 today, I'd split it across these 10 AI stocks.
1. $CRDO | Credo Technology
Leading provider of high speed connectivity solutions for AI data centers.
Anthropic just proved AI growth is FAR from over. Revenue per compute dollar jumped 420%!
If I had $100,000 today, I'd split it across these 10 AI stocks.
1. $CRDO | Credo Technology
Leading provider of high speed connectivity solutions for AI data centers.
2. $IREN | IREN Limited
AI cloud infrastructure provider with over 5 GW of power capacity in its development pipeline.
3. $NBIS | Nebius Group
Fast growing AI cloud infrastructure provider building GPU powered data centers.
4. $AAOI | Applied Optoelectronics
Key supplier of 800G and 1.6T optical transceivers for AI data centers. Growing hyperscaler demand and manufacturing expansion could drive significant revenue growth.
5. $NVDA | NVIDIA
Dominant supplier of GPUs and AI computing infrastructure.
6. $MU | Micron Technology
Major manufacturer of DRAM, NAND and high bandwidth memory essential for AI computing.
7. $INTC | Intel
Leading semiconductor manufacturer and developer of CPUs and advanced chipmaking technology. Data Center and AI revenue surged 59% YoY to $6.3B.
8. $SPCX | SpaceX
Leading space and satellite infrastructure company behind Starlink and Starship.
9. $AXTI | AXT Inc.
Critical supplier of indium phosphide semiconductor substrates used in AI optical networking.
10. $BE | Bloom Energy
Leading provider of on site fuel cell power generation for AI data centers.
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Stock deep dives - valueinvestingedge.com
Bull run just started. And these stocks are in the best buy zones.
Photonics
1. $COHR
2. $AAOI
3. $AXTI
4. $LITE
Semiconductor
1. $SMTC
2. $PENG
3. $INTC
4. $CRDO
5. $ALAB
Storage
1. $SNDK
2. $STX
3. $DRAM
Energy/Nuclear
1. $BE
These market themes will be the biggest beneficiaries of the AI boom.
Anthropic now generates $2.08 in revenue for every $1 spent on compute, up from $0.40 in Q1 2025.
That's a 420% improvement in revenue per compute dollar. AI is showing serious operating leverage.
If you’re under 45, I’m only going to say this once.
Next week could be a prime opportunity to buy these 10 stocks at heavy discount.
1. $IREN | AI cloud infrastructure operator with over 5GW of planned data center capacity. FY2026 AI Cloud revenue grew nearly 8X YoY.
$BE strong recovery today!
$SPCX CEO Elon Musk is telling us EXACTLY where to invest:
Musk warns that most neoclouds won't survive, while POWER and COOLING remain among the biggest bottlenecks in AI infrastructure.
Top 5 stocks positioned to benefit from the AI power shortage:
1. $VST | Vistra Corp.
America's largest competitive power generators, supplying nuclear and natural gas electricity. 2.6 GW nuclear power agreements with $META could become a major long term growth driver.
Value Investing Edge retweeted
$SPCX CEO Elon Musk is telling us EXACTLY where to invest:
Musk warns that most neoclouds won't survive, while POWER and COOLING remain among the biggest bottlenecks in AI infrastructure.
Top 5 stocks positioned to benefit from the AI power shortage:
1. $VST | Vistra Corp.
America's largest competitive power generators, supplying nuclear and natural gas electricity. 2.6 GW nuclear power agreements with $META could become a major long term growth driver.
$SPCX CEO Elon Musk is telling us EXACTLY where to invest:
Musk warns that most neoclouds won't survive, while POWER and COOLING remain among the biggest bottlenecks in AI infrastructure.
Top 5 stocks positioned to benefit from the AI power shortage:
1. $VST | Vistra Corp.
America's largest competitive power generators, supplying nuclear and natural gas electricity. 2.6 GW nuclear power agreements with $META could become a major long term growth driver.
2. $BE | Bloom Energy
One of the biggest beneficiaries of rising AI power demand. Q3 2026 revenue hit $1.24B, up 138% YoY.
3. $VRT | Vertiv Holdings
Critical supplier of liquid cooling, power management, and thermal infrastructure for AI data centers. Main catalysts include surging demand for high density AI rack cooling.
4. $MOD | Modine Manufacturing
Leading provider of advanced cooling and thermal management solutions for hyperscale AI data centers.
5. $CEG | Constellation Energy
Leading U.S. nuclear power operator supplying reliable electricity to hyperscalers and AI infrastructure. Q2 2026 revenue reached $7.504B, up 23% YoY.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.