Beth Kindig(@Beth_Kindig):Nebius $NBIS is outperforming CoreWeave $CRWV by nearly 8X in 2026, despite CoreWeave generating 5X more revenue – so, what gives? Clearly something is happening beyond the income statement. This week’s free newsletter looks more closely at two of the fastest-growing AI infrastructure companies on the market, including what could give CoreWeave a second wind. Link in bio.

Beth Kindig

@Beth_Kindig

Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.

参加 February 2012

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Beth Kindig@Beth_Kindig

2026.10.01 21:01

Nebius $NBIS is outperforming CoreWeave $CRWV by nearly 8X in 2026, despite CoreWeave generating 5X more revenue – so, what gives? Clearly something is happening beyond the income statement. This week’s free newsletter looks more closely at two of the fastest-growing AI infrastructure companies on the market, including what could give CoreWeave a second wind. Link in bio.