May. 30 at 5:54 PM
$AGPU Putting AGPU into perspective:
CoreWeave: ~
$58B market cap, annualized revenue now running above
$8B.
Nebius: ~
$58B market cap, annualized revenue run-rate around
$1.5–2B and targeting
$3–4B+.
AGPU: <
$50M market cap, first
$260M contract signed, first
$43M payment received, and management targeting
$1B+ run-rate with over
$4 billion in active pipeline opportunities.
Either AGPU fails to execute — or the valuation gap is far larger than the market is pricing today.