Nebius Isn't Expensive, But CoreWeave Is Underappreciated
Source: SeekingAlpha
2026-06-05 05:40:17 ET
As several AI infrastructure trades have heated up in the market rebound from the March 2026 lows, I have started writing about the need to become selective in the space - booking profits wherever indicated and letting thematic exposures run with hedges. That is where the AMD versus Intel (CPU revival), or Lumentum versus Applied Optoelectronics (optical interconnect), or Micron versus Sandisk (memory) theses came from - pair trades that kept a balanced relative edge intact in a space where multiples hold the key to forward returns....
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Nebius Isn't Expensive, But CoreWeave Is Underappreciated
Nebius Group N.V.
NASDAQ: NBIS
NBIS Trading
-11.45% G/L:
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11,164,586 Volume:
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NBIS Latest News
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NBIS Stock Data
$21,856,009,597
206,940,385
N/A
777
N/A
Software & IT Services
Technology
NL
Schiphol
