Jun. 6 at 2:01 PM
AI infrastructure capex supercycle is still in early innings. One name getting massive attention is
$CRWV (CoreWeave), widely viewed as a leading NeoCloud beneficiary of GPU demand and hyperscaler outsourcing.
At the same time,
$META continues to look compelling on valuation vs mega-cap peers: ~22x forward earnings and sub ~13x operating cash flow, still cheaper than
$AAPL (~30x),
$GOOGL (~30x), and
$AMZN (~33x).
What the market is missing is how fast AI infrastructure spend is accelerating—Meta is reportedly exploring tens of billions in additional AI infra financing, signaling this cycle is not slowing, it's compounding.