Between $NVIDIA(NVDA)$ and CRWV, I would lean towards NVDA. NVIDIA benefits from AI expansion without taking on the same level of data centre operating costs, financing risks and capital expenditure. CRWV offers greater upside potential, but also carries higher financial risks.
For NBIS and other AI infrastructure stocks, I prefer gradual accumulation during meaningful pullbacks rather than chasing rallies. The next phase of AI investing will reward companies that turn massive investments into sustainable free cash flow. AI demand is real, but financial discipline will separate the winners from the losers.
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