CoreWeave and Nebius Are Solid Stocks to Bet on AI Infrastructure Explosion
Core Insights - The emergence of the neocloud is generating significant interest among risk-taking AI investors who are willing to accept high volatility for the potential of greater returns [1] Industry Summary - The neocloud sector is characterized by its appeal to investors who are comfortable with excess volatility, indicating a shift in investment strategies towards higher-risk, higher-reward opportunities [1]