The market always swings betwe

The market always swings between fear and FOMO.

When the next wave of AI model upgrades starts translating into stronger enterprise revenue, I think the conversation quickly shifts back to one question: do we have enough compute capacity?

That's when AI infrastructure names could regain leadership.

My high-conviction watchlist includes $CoreWeave, Inc.(CRWV)$ and NBIS.

For $CoreWeave, Inc.(CRWV)$ , a potential re-rating toward $150 seems possible if demand and execution continue improving.

For $NEBIUS(NBIS)$ , a move toward $300 becomes much more realistic if AI infrastructure spending accelerates and sentiment turns risk-on.

The AI cycle hasn't disappeared. Capital is simply rotating. I'm watching for the next wave, not the last one.

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