In a staggering display of raw momentum, $NEBIUS(NBIS)$ skyrocketed 34.2% in a single session, while its US twin $CoreWeave, Inc.(CRWV)$ surged 19.1%. The financial media is openly declaring that Coreweave's blockbuster earnings single handedly re-ignited the entire global AI bull market.
Are Nebius & Coreweave good buys?
Coreweave had a huge USD 104.2 billion contracted revenue backlog. Nebius is tracking a similar explosive trajectory as European AI labs scramble for localised data centres.
Their infrastructure is 100% sold out. Every NVIDIA chip they plug into a server rack is immediately leased out to tech giants under multi year non cancelable contracts.
While Coreweave managed to double its revenue, yet it still posted a USD 626 million quarterly GAAP loss because it spent USD9.4 billion in capex.
So tread with caution.
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