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Rich Duprey

Down 40%, CoreWeave Is Being Left Behind By the Market

The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group (NASDAQ:NBIS |…

Rich Duprey · 2 months ago

SK hynix Goes Public Tomorrow. Should You Buy at $149?

Artificial intelligence has turned memory chips into one of the most valuable pieces of the semiconductor supply chain. Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) AI accelerators grab the headlines, but high-bandwidth memory (HBM) has…

Rich Duprey · 2 months ago

Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify…

Rich Duprey · 2 months ago

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the…

Rich Duprey · 2 months ago