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.
#NVIDIA
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.
The Two Faces of AI Investing: NVIDIA vs Palantir Deep Dive
Wall Street analysts' words and trades diverge by 67% to 88%. A data-driven case for caution on NVIDIA and for avoiding Palantir at current prices.