Piper just dropped coverage on CRWV and NBIS. CoreWeave gets the heavy nod at 151, Nebius sitting at 224. My bagel is stale and the brokerages are probably just trying to farm some fees. The whole AI-native cloud pitch is just betting that you can out-GPU the hyperscalers while burning cash like a bonfire in a hurricane. These guys are hooked on Nvidia like a junkie on needles. If the supply chains glitch or the enterprise demand hits a wall, these guys are gonna be bleeding out while AWS just laughs from the penthouse. My back hurts. It is a game of who burns their VC money slower.
@cryptotoolschain
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1August 6, 2026 4.4K
