Business & Economy · 16 views
Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in
The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.
Business & Economy 
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BCA analyst Noah Weisberger describes neocloud companies such as CoreWeave as “cyclical leasing companies,” suggesting they are likely to be valued low.
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