GET IN EARLY! These 3 Stocks Will Make Millionaires By 2029 | Ticker Symbol: YOU

The Gist

CoreWeave, Nebius, and IREN are the top three micro-cap and mid-cap AI cloud providers poised to 10X by 2029 through massive Nvidia partnerships, multi-billion-dollar backlogs, and multi-gigawatt power capacity buildouts.

Quick Overview

CoreWeave is the top stock pick among three emerging AI cloud providers, outperforming Nebius and IREN due to its massive scale, deep backlog, and unmatched active power infrastructure despite carrying high net debt. Nvidia recently reported record quarterly revenues of $96.2 billion with operating margins reaching 66.2 percent, signaling that AI spending is accelerating rather than slowing down. The video analyzes CoreWeave, Nebius, and IREN by comparing their market caps, enterprise values, revenue growth, net debt, and active power capacity to determine which stock offers the best investment return.

Key Points: Nvidia reported record quarterly revenues of 96.2 billion dollars, representing an 18 percent increase quarter-over-quarter and a 106 percent year-over-year increase. CoreWeave operates 51 purpose-built AI data centers across North America and Europe with 1.5 gigawatts of active power and a contracted power target of 4.2 gigawatts. CoreWeave reported record quarterly revenues of 2.6 billion dollars, representing a 112 percent year-over-year increase and a revenue backlog of 104.2 billion dollars. Nebius operates as one of the most technically advanced neoclouds and expects its contracted power target to jump from 4 gigawatts to 5 gigawatts by the end of 2026. Nebius generated 582 million dollars in quarterly revenue, which is up 454 percent year-over-year, and trades at an enterprise value of 59.4 billion dollars. IREN transitioned from a Bitcoin miner into an AI cloud provider, hitting 70.5 million dollars in AI cloud services revenue in the fourth quarter. IREN holds a 16.6 billion dollar backlog and targets a 4 billion dollar annualized run rate from this year's capacity.

Context: The rapid expansion of artificial intelligence requires massive computational infrastructure, led primarily by Nvidia's advanced GPUs. While mega-cap tech giants dominate the market, specialized cloud providers known as neoclouds are securing billions in contracts to build out dedicated data centers, creating high-growth investment opportunities for retail and institutional investors.