Truist has a $355 price target on $NBIS and a $165 price target on CRWV.

That’s massive upside from current prices:

• $NBIS : $141 → $355 (+151.8%)
• $CRWV : $50 → $165 (+230%)

The market is panicking over higher interest rates, financing concerns, and collapsing valuations.

Meanwhile, AI compute demand continues to outpace supply, and the investment thesis for neoclouds is stronger than ever.

The stock prices are collapsing. The investment thesis isn’t.

This is not the time to panic. This sell-off is a massive buying opportunity.