$CoreWeave (CRWV.US)$

imBillionaire : Yes, there is only one premise: as long as demand exceeds supply, the older GPU models will continue to be used.

sooogod OP imBillionaire : In fact, when the acceleration of generational upgrades truly occurs, it becomes a significant positive catalyst because of the explosion in application-level demand. Spending more to upgrade to better products is akin to smartphones—currently, an iPhone can last 5-6 years, but if Apple’s AI capabilities were to experience a breakthrough, it might trigger a wave of mass device replacements. This would be a monumental boon for Apple.

贪心与不甘心魔在作怪 sooogod OP : Exactly, both bullish and bearish factors stem from the same source; it all depends on how one chooses to interpret them.

Goblinn : In this case, NBIS’s financials appear to be healthier as their depreciation schedule only spans four years, whereas CRWV has implemented a six-year schedule.

sooogod OP Goblinn : NBIS's revenue is only 10% of CRWV, but its market capitalization exceeds 50% of CRWV. In comparison, NBIS appears to be overvalued.

Goblinn sooogod OP : While both companies are loss-making, NBIS demonstrates stronger profitability and business model potential. It is somewhat disappointing that CRWV, despite having priority access to NVIDIA’s cost-effective supplies, still performs poorly in terms of profit.

sooogod OP Goblinn : In my personal opinion, crwv is currently in the first round of shareholder profitability; they need to make money as well.