I keep circling back to these three names: $CoreWeave, Inc.(CRWV)$ , $NVIDIA(NVDA)$ , and META.
Not saying they're perfect, but the risk/reward here still feels reasonable compared to a lot of the crowded AI trades.
Still trading about 48% below $NEBIUS(NBIS)$ even with roughly double the backlog. If that backlog actually converts, the market is clearly underestimating where margins can go over time.
Feels weird calling it "underrated," but relative to its growth, it's still not that stretched. Trading around 16x 2028 earnings while sitting at the center of AI demand.
Probably the most quietly self-funding AI story. You can already see the ad ROI improvement showing up in the numbers, but the optionality isn't fully priced in.
If this AI leg continues, these probably don't stay this cheap for long.
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