As someone who wrote up SuperMicro when the stock was at $10, I believe that NASDAQ: IREN now represents a similar opportunity in terms of favorable risk/reward caused by AI spending. At the time SuperMicro’s valuation wasAnalyst’s Disclosure:I/we have a beneficial long position in the shares of IREN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bu ...

Nvidia is set to report earnings on Wednesday and traders hope it can shore up fears about AI spending, effectively confirming that the stock market’s latest rally isn’t just a technology bubble. https://t.co/aaMPDyQcLe ...

AI Infrastructure & Market Trends - CoreWeave (CRWV) is emerging as a major force in the AI infrastructure boom, with Wall Street potentially underestimating its growth potential [1] - Rising demand for compute power is reshaping the market, potentially leading to massive gains for CoreWeave and other AI infrastructure stocks [1] - AI spending is expected to accelerate into 2026, benefiting specific sectors [1] Investment Strategies & Risks - The discussion covers growth versus value strategies in the context of AI infrastructure investments [1] - Risks from energy grid limits are a consideration for AI infrastructure growth [1] - Hedge funds may be underinvested in AI infrastructure [1] Podcast & Information - Trader Talk on Yahoo Finance provides expert analysis and actionable insights for navigating market volatility [1] - The podcast is for informational and educational purposes only and should not be construed as investment advice [1] - Listeners should consult their own financial, legal, or tax advisors [1]

Joseph Moore. Joseph, good to see you. How are you differentiating between what companies are going to benefit in this next leg of AI spend and how much.>> Yeah, well, I think everyone's going to benefit. Um, this is a very strong environment and I think for the last 6 months there's been this laundry list of concerns around Chinese competition. >> Yeah.around competition around uh issues with Chinese Chinese encroachment hardware issues product delays and underlying that there's been this very strong growt ...

Market Trend & Investment Opportunities - The market is close to all-time highs, and despite potential short-term weakness due to Treasury General account requequification, it's time to lean in, presenting buying opportunities [1][2] - The greatest capex boom is yet to come, driven by AI spending, with trillions of dollars still to be deployed in digital infrastructure [2][3] - Weakness in financials, industrials, utilities, and information technology sectors represents buying opportunities [4] - The S&P 500 has rallied almost 30% off the lows, and the NASDAQ has rallied 40% off the lows, indicating a strong profit cycle with potentially another double in the S&P [6][7] AI & Technology - Generative AI hitting the cost line helps margins expand, creating greater profitability and ROI in both public and private markets [8] - Data center buildout, requiring billions and ultimately trillions in spending, creates a catalyst for a full profit cycle [8] Financial Sector - The financial sector, including asset managers, advisors, and lenders, is a buy, supported by infrastructure rebuild and the increasing need for retirement investments [9][10][11] Valuation & Asset Management - An asset-light era is occurring, where companies with less fixed cost relative to labor, strong cash, and balance sheets should maintain higher multiples than historically seen [12] - Multiples sticky at current levels make sense [13]