StartupsSeeking Alphaabout 3 hours ago
Buy CoreWeave, Sell Nebius on Risk
1 min read
CoreWeave is rated Buy and Nebius Sell based on valuation and execution risk in the AI data center build-out. CRWV offers over 80% upside by 2027 at a 10x EV/EBITDA multiple. Both operate a data center as a service model with take-or-pay contracts from major hyperscalers.
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