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CoreWeave, Nebius & IREN Are Crashing. Nvidia's CEO Isn't Worried Analytics Table
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About CoreWeave, Nebius & IREN Are Crashing. Nvidia's CEO Isn't Worried
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CoreWeave is down 67% from its all-time high, even after Jensen Huang tried to back it. Nebius and IREN have been sliding too. I break down the real numbers behind the AI neocloud sell-off: how much debt CoreWeave owes, whether it can pay it back, and which of these stocks I'd actually consider, with my own entry levels. Want more than the videos? Get my free weekly Market Memo: https://zackbakos.com If you're new here, I'm Zack Bakos. I started investing with $50 in 2019. Today I manage a multi-million dollar portfolio, and I've taught over 2,000 investors how I did it. How I got here: 18: I lost both my parents. No money. No safety net. I moved to Germany alone. I worked 12-hour shifts in a crane factory. I didn't even speak the language. 19: I got into college and paid for it myself. Lectures by day, waiting tables at night. 22: I graduated top of my class. My grandparents watched me become the first in my family to graduate. 23: I got my first real paycheck, at Cisco in Switzerland. 24: I started investing and my portfolio grew 800% in year one. I thought I was a genius. 25: Then the market crashed. I wasn't a genius. I was lucky. 26: I made $400,000 in a single trade. I was sure I'd cracked the code. So I put it all into riskier bets. No system. No risk plan. Just emotion. I lost all of it. 27: I knew something had to change. So I studied 25 years of market data. Every crash from 2000 to 2022. I found the same pattern every time. Fear and greed move in cycles. So I built a system that tells me when to buy and when to wait in cash. 30: I built an investing mastermind community of 100 investors worth over $500 million combined. Maybe you bought at the top. Maybe you panicked at the bottom. Or you followed advice that kept you comfortable, not wealthy. I've done all three. If I could do it from $50, you're closer than you think. On this channel, I track what billionaires, fund managers and members of Congress are buying. Then I show you how I'd approach the same stocks with my own money. The numbers. The charts. The exact prices I'd buy at. I like a good deal, and I'm patient. So I'll often sit a stock out until it's on my terms. New video every week. Subscribe to see what I'm watching and where I'd buy. https://zackbakos.com — — — ⏱ TIMESTAMPS 00:00 Introduction 00:51 NeoCloud Business Model 02:23 CoreWeave Debt Analysis 07:36 Comparing Balance Sheets 08:38 Nebius Stock Analysis 11:58 Conclusion and Strategy — — — ⚠️ DISCLAIMER Keep in mind, everything on this channel is for education only. It is not financial, investment, tax, or legal advice, and it is not a recommendation to buy, sell, or hold anything. I do not manage money for anyone else, and nothing here is personal to your situation. Investing involves risk, and you can lose money. Past results do not guarantee future results. Always do your own research, and if you need personal advice, speak with a qualified financial adviser. Some numbers in my videos may change after the upload date. #investing #stockmarket #valueinvesting #rosetree
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