CRWV

Cororeweave is the best Neocloud buy. What does Wall Street have against Cororeweave? Shares of the Neocloud have been stalled for 12 months.

Coreweave is now trading at just 2.2 times its expected 2028 revenue, well below both Nebius and iron. Cororee has the biggest business expected to generate 12.9 billion in revenue this year about four times that of Iron which in turn is about four or sorry of Nebius which is in turn about four times that of iron.

I'm going to detail the highlights of this announcement, what it could mean for Nvidia, share with you my fair value estimate for Nvidia stock, and share with you my fair value estimate for Cororeweave, and update the buy, hold, or sell rating for each of these two companies.

So, Cororeweave's management team had an interview with Yahoo Finance and they were formed they informed investors that we are struggling to meet demand every day. Every GPU we have could be sold to multiple different clients. It's a unique moment and it continues to be.

Lastly, guys, into Core Weave, very similar situation as what you saw on the last chart of AMD. We've got a series of breakouts that are underway with Core Weave. You can see here the first trend line, I did cut through the first pivot.

So, this is a secondary breakout, if you will. You can see price, we already broke out above it, never confirmed. We had one day up, never had a follow-through push and close. Instead, look how fast price reverse right back down and underneath that declining trend line.

Is Sam Altman right about the unsustainability of Neo Clouds? The best way to analyze this is to look at CoreWeave's financial data, which we will do in a few moments.

However, this will be the last time a lifetime subscription is available. So, how does this circular nature work ? What do we actually see at CoreWeave? What's happening with companies like Cudo?

And second, this category includes the Neoclouds, specialized AI infrastructure providers like Cororeweave, Nebius, and Iron, which are the focus of this video. One of them is the pretty clear winner, and I'll show you which one when we compare them.

There are three big reasons to focus on Neoclouds above other kinds of companies, at least for the near- term. First, they have deals with every kind of AI buyer, from startups like Perplexity and Figure AI all the way to the hyperscalers themselves.

That means that even their direct competitors are their customers.

Coreweave, I ran, Nabias are just getting started.

Coreweave we know is somewhere at uh over 10%. Coreweave has a junk rating. They're raising at over 10%. But they don't actually disclose that they're raising at 10%.

Let me pull up coreweave and then we'll be able to see that. Okay, so coreweave corewave coreweave corewave coreweave they have earnings report. Here we go. August 11th.