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Neocloud stocks positioned as cyclical leasing companies, with low valuations

Reported · Written up by our desk · Fund Industry

MarketWatch reports that BCA analyst Noah Weisberger described “neoclouds” such as CoreWeave as being more like “cyclical leasing companies,” framing the business model in a way that suggests investors may expect low valuations.

The outlet said the characterization implies the sector could trade with valuation discounts, aligning with Weisberger’s view that demand and economics may move in cycles rather than behave like consistently growing software or infrastructure franchises.

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