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The creator compares Nebius (NBIS) and CoreWeave (CRWV), highlighting Nebius's strong year-to-date performa...

The creator compares Nebius (NBIS) and CoreWeave (CRWV), highlighting Nebius's strong year-to-date performance and large market cap, while noting CoreWeave's significant backlog and projected revenue growth. The creator suggests that while Nebius has had an incredible run, CoreWeave might present a better entry opportunity due to its numbers and growth potential, despite having more debt.

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Tickers discussed in this post

CRWVBullishMedium ConvictionSignal-backedPrimary

CoreWeave (CRWV) is presented as a potential opportunity due to its significant backlog, projected revenue growth, and strong operational numbers, despite having more debt than Nebius.

NBISNeutralMedium ConvictionSignal-backedSecondary

Nebius (NBIS) has shown strong year-to-date performance and a large market cap, but the creator suggests CoreWeave (CRWV) might offer a better entry opportunity.

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