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Dear Reader, Last week, while the world watched Artemis and tracked tensions with Iran... Elon Musk's team quietly filed paperwork with the SEC. Not just any paperwork. The confidential filing for what's set to be the largest IPO in history. Under SEC rules, the public filing could be released any day now. And when it drops, the frenzy begins. Bloomberg said the company could seek a valuation of over $1.75 trillion. That would make it bigger than Saudi Aramco... bigger than any tech IPO ever... bigger than anything Wall Street has ever seen. CNBC is calling it "the big market event of 2026." TheNew York Times says it will "unleash gushers of cash." And what most people don’t know is… You don't have to wait for the IPO. There's a way to claim your stake TODAY. Before the public filing drops… Before millions of investors flood in… Starting with as little as $500. See how to get positioned before the announcement. We have so much to look forward to, Jeff Brown
Founder & CEO, Brownstone Research
Featured Content from MarketBeat
3 AI Data Center Stocks Worth Watching for Capital RotationWritten by Ryan Hasson. Article Posted: 5/15/2026. 
Key Points
- As AI infrastructure investment shifts beyond semiconductors, data center and neocloud stocks like APLD, IREN, and CRWV are emerging as potential beneficiaries.
- Applied Digital holds over $23 billion in contracted revenue with 139.3% year-over-year revenue growth, while IREN secured a $3.4 billion NVIDIA contract and a strategic investment option.
- CoreWeave leads the group with a $48 billion market cap and $5.13 billion in annual revenue, growing at triple-digit rates with Microsoft as its largest customer.
- Special Report: After “33X” call, Jon Najarian reveals NEW Tesla prediction…
One of the most powerful themes in markets this year has been the relentless flow of capital into AI infrastructure. Semiconductors and memory chip stocks have led the charge so far. The VanEck Semiconductor ETF (NASDAQ: SMH) is up about 60% year to date and trading near all-time highs. Memory stocks like Sandisk (NASDAQ: SNDK) have also been among the market's most explosive performers. But markets rarely move in straight lines, and capital rarely sits still. As semiconductors and memory stocks reach elevated valuations and extended technical setups, a natural question emerges: where does the next leg of AI infrastructure capital go? One credible answer is the data center and neocloud layer — the companies that physically house, power, and operate the GPU clusters that run the AI economy. Three names in particular are worth watching right now. Applied Digital: $23 Billion in Contracted Revenue and Still Building
Applied Digital (NASDAQ: APLD) designs, builds, and operates large-scale AI data center facilities across the United States. The company has been quietly assembling one of the most compelling revenue backlogs in the entire AI infrastructure space. It recently announced a $7.5 billion AI infrastructure lease contract with a third hyperscaler client, pushing its total contracted revenue above $23 billion. The company is now in the advanced stages of construction of Delta Forge 1, a large-scale AI data center campus that marks the next major phase of its buildout. Revenue grew 139.3% year over year in its most recent quarter. The stock is up close to 90% year to date and remains in a firm, sustainable uptrend. With a market cap of $12.55 billion and $23 billion in contracted revenue, Applied Digital's revenue visibility, which underpins its growth runway, is difficult to dispute. Analysts maintain a consensus Moderate Buy rating, with a price target of $44.33. That consensus target, sitting close to the current price, reflects a market that has moved too quickly for analysts to fully catch up. Still, with the contracted backlog continuing to grow and the hyperscaler demand signal showing no signs of softening, the fundamental story remains compelling. IREN: A Validated AI Neocloud With NVIDIA Behind ItIREN (NASDAQ: IREN) spent 2024 and 2025 executing one of the most compelling pivots in the digital infrastructure space, transitioning from a renewable-powered Bitcoin mining operator into a fully validated AI cloud provider. By the time 2026 began, the pivot had already been cemented by a landmark $9.7 billion multi-year deal with Microsoft (NASDAQ: MSFT), signed in November 2025 to deploy 76,000 NVIDIA (NASDAQ: NVDA) GB300 GPUs across its Childress, Texas campus. In 2026, the story has taken another step forward. On May 7, IREN announced a $3.4 billion, five-year AI cloud contract with NVIDIA to deploy Blackwell GPUs across its Childress campus. Alongside that, NVIDIA and IREN announced a strategic partnership to deploy NVIDIA-aligned infrastructure across IREN's global data center pipeline. As part of the arrangement, NVIDIA received a five-year option to invest up to $2.1 billion into IREN at $70 per share. The company exited Q3 fiscal 2026 with $3.1 billion in ARR under contract, targeting $3.7 billion by year-end, with its 2026 expansion to 480 megawatts on track and its 2027 expansion to 1,210 megawatts already underway. The stock is up over 50% year to date and has gained more than 600% over the past 12 months. But despite that impressive return, it’s still holding up in an attractive bullish consolidation, with $60 as a major potential breakout zone for investors to watch. CoreWeave: One of the Largest Pure-Play AI Cloud ProvidersCoreWeave (NASDAQ: CRWV) is the most established and largest name on this list, with a market cap of about $50 billion and annual revenue of $5.13 billion, growing at triple-digit year-over-year rates. Since going public, the company has quickly established itself as a leading independent GPU cloud provider, offering hyperscale-grade AI compute infrastructure. CoreWeave's business model is built around long-term contracted GPU cloud capacity, with Microsoft as its largest customer. In recent years, the company has built a rapidly growing partnership with the tech giant, positioning itself as a primary infrastructure provider for Microsoft’s AI initiatives. From a technical perspective, capital rotation into CRWV specifically would likely require the stock to clear its recent pivot high near $140 to confirm a breakout and renewed upward momentum. . |
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