AC

Ankur Crawford 5.0 9 ideas

Head of Digital Assets, VanEck
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
NVDA LONG $199.99 Apr 17
MU LONG $458.04 Apr 17
WDC LONG $371.85 Apr 17
AMZN LONG $254.34 Apr 17
NBIS LONG $155.69 Apr 17
QXO LONG $25.18 Apr 17
APP LONG $479.35 Apr 17
PLTR LONG $147.06 Apr 17
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9 ideas
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AMZN 1 ideas
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AAPL 1 ideas
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PLTR 1 ideas
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MU 1 ideas
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▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
Nvidia benefits from AI compute shortage.
Nvidia is the key enabler of AI compute, and the exponential growth in AI demand justifies the massive capex spend by hyperscalers. The company's chips are in shortage, and the ROI for hyperscalers is quick (18 months), supporting continued demand.
NVDA HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
AI-driven DRAM shortage benefits Micron.
Micron is a key DRAM supplier benefiting from the AI-driven memory shortage. The DRAM market has consolidated to three players, and pricing has increased significantly (100% year-over-year). The demand for memory in AI applications is exponential, and Micron's stock has risen from $85 to $450.
MU HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
AI data demand boosts Western Digital's earnings.
Western Digital is one of only two hard disk drive manufacturers (with Seagate) and is benefiting from the AI-driven demand for data storage. The company has seen earnings estimates jump from $10 to $25, and the industry is not adding capacity quickly, leading to a supply-demand imbalance.
WDC HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
Amazon is cheap with strong AWS growth.
Amazon is undervalued with a PE in the teens, compared to other retailers like Costco and Walmart. AWS is growing in the mid-to-high 30s, driven by AI and the partnership with Anthropic. The company's own tranium chip, while behind Google's TPU, will help lower compute costs and provide more supply in a constrained market.
AMZN HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
Nebius is the next AI native hyperscaler.
Nebius, formed by ex-Yandex engineers who left Russia, is building AI data centers and has the potential to become the next AI-native hyperscaler. The company has a strong engineering team and is focused on building efficient AI data centers.
NBIS HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
QXO consolidating building products with great leadership.
QXO, led by serial entrepreneur Brad Jacobs, is consolidating the fragmented building products market. Jacobs plans to increase EBITDA from $1 billion to $5 billion by 2029-30 by adding efficiency, technology, and taking pricing in the industry.
QXO HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
AppLovin's e-commerce shift improves monetization.
AppLovin is transitioning from a mobile game advertising company to an e-commerce advertising company, which will allow it to monetize its inventory better. The CEO is keeping headcount flat while growing the topline, leading to cash flow generation.
APP HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
Palantir shepherds enterprises in AI adoption.
Palantir is helping enterprises adopt AI and is acting as a shepherd to cross the chasm. The company is well-positioned as a platform for AI adoption in the enterprise.
PLTR HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
▶ YouTube Why Bubble Talk is Totally Wrong | TCAF 238
Apple's slow AI move risks its model.
Apple is at risk because it is not moving quickly on AI and has not released an AI agent (like an improved Siri). If Apple doesn't act, it could lose its competitive edge as AI enables new, screenless form factors that could replace the iPhone.
AAPL HIGH The Compound News Apr 17, 13:01
Ankur Crawford
Head of Digital Assets, VanEck
Ankur Crawford (Head of Digital Assets, VanEck) | 9 trade ideas tracked | AMZN, AAPL, NVDA, PLTR, MU | YouTube | Buzzberg