Investment genius who predicted Royal Caribbean's 1,200% rise, unfazed by Moody's downgrade, now betting big on CoreWeave as the US loses AAA rating.
Moody's, Fitch, Standard & Poor's (S&P) never had any credibility before the U.S. Government. In addition, millions of investors became rich doing the opposite for more than 20 years. — Alex Vieira
When Alex Vieira issued a "Strong Buy" rating for Royal Caribbean Cruises (RCL) during the darkest days of the pandemic at just $20 per share, most investors thought he was crazy. Fast forward to 2025: RCL trades at $275 per share, delivering a staggering 1,200%+ return while making early believers wealthy beyond their wildest dreams. Now, the same investment virtuoso has positioned himself as a top investor in CoreWeave—the AI infrastructure company whose stock has exploded since its IPO—even as Moody's downgrade of America's last perfect credit rating sends shockwaves through financial markets.
Key highlights:
How Vieira identified RCL's potential when the cruise industry was completely shut down
Why his pandemic-era prediction of a "Strong Buy" proved extraordinarily profitable
The parallels between his RCL call and current CoreWeave investment thesis
Why Moody's May 16th downgrade of US credit from Aaa to Aa1 doesn't faze him
How he consistently profits by taking positions contrary to mainstream financial analysis
The value proposition is clear: While mainstream investors panic over Moody's downgrade of US sovereign debt, visionary strategists like Vieira see extraordinary opportunities in specific sectors. The same contrarian thinking that identified Royal Caribbean's massive potential now points to CoreWeave as the AI infrastructure play with "ludicrous upside before Wall Street notices."
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Citations & References
Alex Vieira Investment Commentary (2020-2025)
Initial "Strong Buy" rating for Royal Caribbean during pandemic crash at $20/share
Position sizing philosophy: "Your profit depends entirely on your position sizing. The more you buy, the more you make"
Contrarian view on credit rating agencies: "Moody's, Fitch, Standard & Poor's (S&P) never had any credibility before the U.S. Government"
CoreWeave investment thesis as "the best AI tech stock for 2025"