Skip to contentHome page Seeking Alpha - Power to InvestorsNov. 09, 2025 12:44 AM ETCoreWeave, Inc. (CRWV) Stock, NBIS StockAMZN, GOOGL, GOOG, MSFT, NVDA, OPENAI, AMZN:CA, GOOG:CA, MSFT:CA, NVDA:CA, ZNVD:CA, CRWV, NBISKenio Fontes1.55K FollowersCommentsSummaryCoreWeave and Nebius are neocloud providers focused on AI workloads, offering specialized infrastructure and significant growth potential.CRWV leads in scale, contracts, and revenue, while NBIS offers more asymmetrical upside but carries higher execution risk due to its earlier stage.Both companies face substantial CapEx, customer concentration risks, and uncertainty if AI demand cools, making their outlooks less secure than traditional hyperscalers.Maintain a hold rating on both CRWV and NBIS, favoring traditional cloud giants, like Amazon and Alphabet, for more disciplined, lower-risk exposure.Getty ImagesAmong the trends in the market, one of my favorites is cloud computing. There is a secular trend toward growth due to increasing digitization and driven by demand for training and ever-increasing model inference. Not surprisingly, I am exposed to and optimistic about Amazon (This article was written byKenio Fontes1.55K FollowersEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, GOOGL, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: subscriptions@seekingalpha.com© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.