GET IN EARLY! These 3 Stocks Will Make Millionaires By 2030

Ticker Symbol: YOU•Jan 27, 2026

Summary

Alex presents a thesis that the AI revolution requires a new class of cloud infrastructure optimized for GPUs rather than traditional CPUs. These 'NeoClouds' provide the high-density power and cooling necessary for training and inference. Alex forecasts that the global NeoCloud market will grow at a 50% compound annual growth rate over the next eight years, driven by AI labs, enterprises, and hyperscalers seeking extra capacity. While risks such as high capital expenditure and heavy reliance on Nvidia hardware exist, the potential for recurring revenue through multi-year contracts is significant.

Coreweave (CRWV): Alex notes that Coreweave is the industry leader with 41 data centers and a massive $55 billion revenue backlog. It maintains a unique partnership with Nvidia, which acts as a financial backer and 'buyer of last resort' for unsold capacity. Nvidia's recent $2 billion investment at $87 per share highlights the stock's strategic importance and provides a valuation benchmark.

Nebius (NBIS): Alex explains that Nebius targets the 'sovereign AI' market, focusing on regulated industries like healthcare and finance where data compliance is critical. It is growing revenue three times faster than Coreweave and aims for a $7-9 billion revenue run rate by the end of 2026. The company already has secured massive multi-year contracts with major players like Microsoft and Meta.

Iron (IRN): Alex describes Iron as a former Bitcoin miner that leverages its massive renewable power capacity of 2.9 GW for AI workloads. It holds a $9.7 billion contract with Microsoft and offers the unique flexibility of pivoting power between Bitcoin mining and AI data centers depending on market demand. Alex argues the stock is currently underpriced relative to its power portfolio and the size of its Microsoft deal.

Mentioned Stocks

NBIS

Sentiment: BUYAction: RECOMMENDED

Reasoning: Alex likes Nebius for its focus on 'sovereign AI' and highly regulated sectors like banking and healthcare. It is growing revenue roughly 355% year-over-year and targeting a 13x revenue increase by the end of 2026, supported by major deals with Microsoft and Meta.

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CRWV

Sentiment: BUYAction: RECOMMENDED

Reasoning: Alex identifies Coreweave as the leader in the NeoCloud space with the best risk-to-reward ratio for new investors. It has a $55 billion backlog and a deep strategic partnership where Nvidia acts as a financial backer and buyer of last resort. Alex mentions Nvidia recently invested at $87 per share, which is near the current price.

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IRN

Sentiment: BUYAction: RECOMMENDED

Reasoning: Alex personally favors Iron due to its flexibility to pivot between Bitcoin mining and AI infrastructure. He believes the stock is underpriced given its 2.9 GW power capacity and its $9.7 billion AI cloud contract with Microsoft, which is expected to generate significant recurring revenue.

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