CRWV 全部观点

Is Sam Altman right about the unsustainability of Neo Clouds? The best way to analyze this is to look at CoreWeave's financial data, which we will do in a few moments.

However, this will be the last time a lifetime subscription is available. So, how does this circular nature work ? What do we actually see at CoreWeave? What's happening with companies like Cudo?

Cororeweave is the best Neocloud buy. What does Wall Street have against Cororeweave? Shares of the Neocloud have been stalled for 12 months.

Coreweave is now trading at just 2.2 times its expected 2028 revenue, well below both Nebius and iron. Cororee has the biggest business expected to generate 12.9 billion in revenue this year about four times that of Iron which in turn is about four or sorry of Nebius which is in turn about four times that of iron.

And second, this category includes the Neoclouds, specialized AI infrastructure providers like Cororeweave, Nebius, and Iron, which are the focus of this video. One of them is the pretty clear winner, and I'll show you which one when we compare them.

Coreweave we know is somewhere at uh over 10%. Coreweave has a junk rating. They're raising at over 10%. But they don't actually disclose that they're raising at 10%.

Let me pull up coreweave and then we'll be able to see that. Okay, so coreweave corewave coreweave corewave coreweave they have earnings report. Here we go. August 11th.