These Two Stocks Will Lead The Neocloud Boom

🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs. Want to see what we’re buying next? Come join us for just $1: https://milkroad.com/pro/?utm_medium=... ~~~~~ We break down why the recent market dip in "neocloud" companies has created a massive buying opportunity in AI compute infrastructure. Melvin details the explosive growth and customer commitments behind major industry players like CoreWeave and Nebius, explaining how tens of billions in multi-year backlogs from OpenAI, Meta, and Microsoft are backing these platforms. We examine the crucial role of Nvidia's strategic equity investments in securing priority GPU allocations, contrast CoreWeave's debt-heavy expansion model against Nebius's rock-solid, cash-rich balance sheet, and look at how global power capacity contracts are shaping the future of AI data centers. Note: This clip is taken from a longer episode published earlier. To catch the full conversation and all the context, head over to the complete interview on our channel. ~~~~~ 🌐 Ready for the next wave of tokenization? See how Securitize is leading it: https://out.milkroad.com/Securitize20... ~~~~~ 📺 Recommended Watching 📺 Are NeoClouds the Biggest Buying Opportunity Since Micron?    • Are NeoClouds the Biggest Buying Opportuni...   ~~~~~ 🔧 Tools & Channels 🥛 Milk Road is hiring, join our team and help us tell the story to the next million investors: https://milkroad.com/careers/ 🥛 Reach ambitious investors, builders & innovators: https://out.milkroad.com/Sponsor ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Milk Road Twitter: https://link.milkroad.com/X 👉 Milk Road Instagram: https://link.milkroad.com/instagram 👉 Spotify: https://link.milkroad.com/spotify 👉 Apple Podcasts: https://link.milkroad.com/apple-podcast ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests #ai #investing #airevolution 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.