CoreWeave (i) & Nebius: The Panic Sell-off is an Invitation for Bold Investors!

I tend to read the recent crash of CoreWeave (i) and Nebius as an exaggerated panic reaction – and thus as a concrete buying opportunity for risk-tolerant investors. The selloff was triggered solely by reports that Meta might build its own AI cloud business. However, the more closely I examine the facts, the more fragile the threat scenario becomes. The analysis firm Rosenblatt finds in its research no signs of a decrease in demand for GPU computing power – on the contrary, the shortage of graphics processors remains the norm across the industry....