AI stocks are heating up again, with CoreWeave and Iren emerging as high-potential plays despite risks. CoreWeave, backed by Nvidia and facing a $100B infrastructure backlog, carries heavy debt but rides a massive growth wave. Iren, transitioning from Bitcoin mining to neocloud with clean energy-powered data centers, has lighter debt and a smaller market cap, offering explosive upside if its pivot succeeds. Big names are already maxed out—these nimble, risky newcomers could be the next big thing.
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