Neocloud Stocks Got Crushed (He’s Still Buying These 3)

AI-generated source summary

The video discusses three growth stocks in the AI sector: NBIS, APLD, and CRWV. The speaker believes that despite recent pullbacks, these companies have strong fundamentals and are poised for significant growth. NBIS is highlighted for its solid fundamentals and backlog of contracts, presenting a good entry price on the pullback. APLD, while having experienced a substantial decline, is defended based on its unchanged thesis, growing back orders, and increasing revenue. CRWV is noted for its strong business model and potential for future growth. The speaker suggests that the overall AI trade is not ending and that while short-term volatility is expected, these stocks are likely to perform well in the next three months to three years. The investment thesis for these stocks is long-term, with an expectation of significant price appreciation over a 3-7 year horizon. The speaker suggests buying a little bit of all three, considering them to be strong long-term plays that will likely see substantial gains, even if they experience short-term dips. The timeframe for this outlook is primarily focused on the next three months, with a longer-term view of up to seven years.

AI-generated summary based on the source content.