Nebius Isn't Expensive, But CoreWeave Is Underappreciated (NASDAQ:NBIS)
· seekingalpha.com
Go long CoreWeave (CRWV) and hedge/short Nebius (NBIS): backlog-driven revenue visibility through 2027 and sold-out 2026 capacity support. See more here.
As several AI infrastructure trades have heated up in the market rebound from the March 2026 lows, I have started writing about the need to become selective in ...