- Entry
- $989.47
- Now
- $863.01 -12.8%
- Target
- —
- Score
- —
I’ve been following a few names in the AI infrastructure and memory space, and I’m trying to separate real value from pure momentum. My current watchlist is NBIS, CoreWeave, IREN, KEEL, Micron, and Sandisk. What I’m seeing: • NBIS looks like the strongest strategic AI-infra story, especially after Nvidia’s backing, but it already feels like the market is pricing in a lot of success. • CoreWeave looks like the clearest pure-play AI cloud name, but the valuation seems rich and …
— ORIGINAL POST ·
My AI infra + memory watchlist: NBIS, CRWV, IREN, KEEL, MU, and Sandisk — what’s your valuation take?
· r/ValueInvesting
· Jun 29, 2026