zingzy
09-11

$CoreWeave, Inc.(CRWV)$ 175-200 is where this should be now based on peer valuation and far more compute capacity.

Compute rates have gone up about 100-200% or more based on Musk detail weeks ago, so the companies with the most built data centers are going to be the biggest beneficiaries. Right now CoreWeave has about 4x the assets of Nebius, yet their market cap is about 10 billion less. The new compute numbers support CoreWeave rapidly increasing based on the above.

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