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We've seen companies like Coreweave partnering. What really excites me about Coreweave is the pricing of the GPU , but on September 17th they announced that they are contracting new compute capabilities at a higher price.

We talked about this in a previous episode, that now they are looking at short-term data subscriber contracts of about 3 to 6 months, which cost about 40 million per megawatt.

I invest in companies such as Nvidia, AMD, Credo and Astera Labs, as well as modern cloud computing companies such as Coreweave and others.

On today's episode, what I really want to cover is two NeoCloud players, Nebius and Core just reported some amazing announcements.

Now, I'm going to go with Cororeweave right at the end of this episode. There's also some bearish things to consider.

Next, I want to jump into one of my favorite stocks. This is Cororeweave. Now, this is uh one of my favorite NeoCloud players right now. This is the reason I'm bullish in Neo in in Core is at a $43 billion market cap.

Yet, you have over 1 gawatt of active power. You can make a lot of revenue with that gigawatt when you kind of put it on a yearly basis and when all of that starts being charged really well.

So, I'm pretty excited, especially as some of their longer contracts are starting to pull over. They're going to be able to kind of get some of these pricings better on.

Companies like Marll, SK Highex, Micron, and Super Micro Computer each down 6% while Core Weave, SanDisk, Intel, and AMD were all down by more than 4%.

I'm going to detail the highlights of this announcement, what it could mean for Nvidia, share with you my fair value estimate for Nvidia stock, and share with you my fair value estimate for Cororeweave, and update the buy, hold, or sell rating for each of these two companies.

So, Cororeweave's management team had an interview with Yahoo Finance and they were formed they informed investors that we are struggling to meet demand every day. Every GPU we have could be sold to multiple different clients. It's a unique moment and it continues to be.

Lastly, guys, into Core Weave, very similar situation as what you saw on the last chart of AMD. We've got a series of breakouts that are underway with Core Weave. You can see here the first trend line, I did cut through the first pivot.

So, this is a secondary breakout, if you will. You can see price, we already broke out above it, never confirmed. We had one day up, never had a follow-through push and close. Instead, look how fast price reverse right back down and underneath that declining trend line.

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.

There are three big reasons to focus on Neoclouds above other kinds of companies, at least for the near- term. First, they have deals with every kind of AI buyer, from startups like Perplexity and Figure AI all the way to the hyperscalers themselves.

That means that even their direct competitors are their customers.

Coreweave, I ran, Nabias are just getting started.

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.