Neocloud 3-Way: NBIS +18% vs CRWV +3% vs IREN +1,200% Bull
Post-earnings deep dive on Nebius, CoreWeave and IREN across EV/Sales, EV/ARR and SOTP. Targets: NBIS $245, CRWV $115, and IREN $62 in the base case.
#GPU Cloud
3 posts
$58 IREN Is Pricier Than $208 NBIS — Here's Why
NBIS, CRWV and IREN are up 70% to 642% in a year. Share price misleads; market cap over sales tells you cheap from expensive. Plus an allocation guide.
DigitalOcean Is Up 167%. Is It Too Late to Buy?
·
DigitalOcean climbed from $25 to $68 in under a year. The AI pivot, the financials, four key risks, and what to watch in the coming Q4 print.