This stock is starting to look

This stock is starting to look like one of the more mispriced names in the AI infrastructure space.

Based on forward assumptions tied to around 8GW deployment, you're looking at a roughly $79B revenue path by 2030, yet the stock is still implied at about 0.7x 2030 sales. For context, $NEBIUS(NBIS)$ is closer to 1.3x, and even $Oracle(ORCL)$ —with similar leverage dynamics and heavy AI exposure—is trading closer to 2x 2030 sales.

Yes, leverage cuts both ways here. Interest expense as a percentage of revenue is expected to compress significantly if demand holds, but that's the core variable; it's true for most neo-cloud names anyway.

What stands out is the valuation spread versus peers given similar end-market exposure.

I personally rotated part of my $NEBIUS(NBIS)$ position into $CoreWeave, Inc.(CRWV)$ here, and would lean further in if that gap keeps widening.

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For context, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> is closer to 1.3x, and even <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a>—with similar leverage dynamics and heavy AI exposure—is trading closer to 2x 2030 sales.\nYes, leverage cuts both ways here. Interest expense as a percentage of revenue is expected to compress significantly if demand holds, but that's the core variable; it's true for most neo-cloud names anyway.\nWhat stands out is the valuation spread versus peers given similar end-market exposure.\nI personally rotated part of my <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> position into <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> here, and would lean further in if that gap keeps widening.\n<img src=\"https://community-static.tradeup.com/news/1d5e6fbf5e394012b89ee84c0002aae1\" tg-width=\"1206\" tg-height=\"677\"></body></html>","htmlText":"<html><head></head><body>This stock is starting to look like one of the more mispriced names in the AI infrastructure space.\nBased on forward assumptions tied to around 8GW deployment, you're looking at a roughly $79B revenue path by 2030, yet the stock is still implied at about 0.7x 2030 sales. For context, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> is closer to 1.3x, and even <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a>—with similar leverage dynamics and heavy AI exposure—is trading closer to 2x 2030 sales.\nYes, leverage cuts both ways here. Interest expense as a percentage of revenue is expected to compress significantly if demand holds, but that's the core variable; it's true for most neo-cloud names anyway.\nWhat stands out is the valuation spread versus peers given similar end-market exposure.\nI personally rotated part of my <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> position into <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> here, and would lean further in if that gap keeps widening.\n<img src=\"https://community-static.tradeup.com/news/1d5e6fbf5e394012b89ee84c0002aae1\" tg-width=\"1206\" tg-height=\"677\"></body></html>","text":"This stock is starting to look like one of the more mispriced names in the AI infrastructure space. Based on forward assumptions tied to around 8GW deployment, you're looking at a roughly $79B revenue path by 2030, yet the stock is still implied at about 0.7x 2030 sales. For context, $NEBIUS(NBIS)$ is closer to 1.3x, and even $Oracle(ORCL)$ —with similar leverage dynamics and heavy AI exposure—is trading closer to 2x 2030 sales. Yes, leverage cuts both ways here. Interest expense as a percentage of revenue is expected to compress significantly if demand holds, but that's the core variable; it's true for most neo-cloud names anyway. What stands out is the valuation spread versus peers given similar end-market exposure. I personally rotated part of my $NEBIUS(NBIS)$ position into $CoreWeave, Inc.(CRWV)$ here, and would lean further in if that gap keeps widening.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/578755451798776","repostId":0,"isVote":1,"tweetType":1,"viewCount":333,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NBIS","CRWV","ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":733,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/578755451798776"}