The neocloud selloff is getting interesting. đ
$CRWV fell 3.6% and $NBIS dropped 5.1%, but ARK Invest used the dip to buy around 215K CoreWeave shares worth $19M.
Meanwhile, Rosenblatt initiated $NBIS with a Buy rating and a $304 target, citing strong AI infrastructure demand.
CoreWeave still leads in active capacity and backlog, while Nebius is growing rapidly.
đ CRWV Q2 revenue: +112% to $2.58B
đ NBIS Q2 revenue: +454% to $582.3M
Retail sentiment has turned bearish after the huge rally.
Thatâs exactly what makes this setup interesting. đ
#CRWV #NBIS #AI #Neocloud #StocksDown
$CRWV fell 3.6% and $NBIS dropped 5.1%, but ARK Invest used the dip to buy around 215K CoreWeave shares worth $19M.
Meanwhile, Rosenblatt initiated $NBIS with a Buy rating and a $304 target, citing strong AI infrastructure demand.
CoreWeave still leads in active capacity and backlog, while Nebius is growing rapidly.
đ CRWV Q2 revenue: +112% to $2.58B
đ NBIS Q2 revenue: +454% to $582.3M
Retail sentiment has turned bearish after the huge rally.
Thatâs exactly what makes this setup interesting. đ
#CRWV #NBIS #AI #Neocloud #StocksDown