CoreWeave Inc. (CRWV)

CoreWeave Inc. (CRWV $87.98)
- $87.98 Cap: $44.81B
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Celestica Inc. (CLS $453.97)
- $453.97 P/E (TTM): 50.28X Cap: $50.23B
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Vertiv Holdings LLC Class A (VRT $174.00)
- $174.00 P/E (TTM): 61.73X Cap: $65B
- View VRT Profile
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IREN Limited (IREN $50.59)
- $50.59 P/E (TTM): 42.62X Cap: $16.52B
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Nebius Group N.V. (NBIS $104.57)
- $104.57 Cap: $25.55B
- View NBIS Profile
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CoreWeave Inc. (CRWV $87.98)
- $87.98 Cap: $44.81B
- View CRWV Profile
- View Questions on CRWV

Q: 5i, How do you see the next 6/12 months, do you see a slowdown for the US or Canadian marktes?, would you stay fully invested in AI companies? and Can you suggest AI enablers (picks and shovels). Please take as many credits as you see fit. Thank you!

Read Answer Asked by Fernando on January 05, 2026

Alphabet Inc. (GOOG $338.68)
- $338.68 P/E (TTM): 32.49X Cap: $4T
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Microsoft Corporation (MSFT $469.87)
- $469.87 P/E (TTM): 34.09X Cap: $3.54T
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Nebius Group N.V. (NBIS $104.57)
- $104.57 Cap: $25.55B
- View NBIS Profile
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CoreWeave Inc. (CRWV $87.98)
- $87.98 Cap: $44.81B
- View CRWV Profile
- View Questions on CRWV

Q: Jim Chanos has expressed the opinion that NBIS and CRWV are capital intensive, low margin, and high risk investments. Your comments much appreciated. Thanks.

Read Answer Asked by Ian on December 23, 2025

Super Micro Computer Inc. (SMCI $28.46)
- $28.46 P/E (TTM): 23.75X Cap: $17.98B
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Dell Technologies Inc. Class C (DELL $119.84)
- $119.84 P/E (TTM): 15.75X Cap: $79.83B
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Vertiv Holdings LLC Class A (VRT $174.00)
- $174.00 P/E (TTM): 61.73X Cap: $65B
- View VRT Profile
- View Questions on VRT
IREN Limited (IREN $50.59)
- $50.59 P/E (TTM): 42.62X Cap: $16.52B
- View IREN Profile
- View Questions on IREN
Nebius Group N.V. (NBIS $104.57)
- $104.57 Cap: $25.55B
- View NBIS Profile
- View Questions on NBIS
CoreWeave Inc. (CRWV $87.98)
- $87.98 Cap: $44.81B
- View CRWV Profile
- View Questions on CRWV

Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.

Read Answer Asked by Barbara on December 19, 2025