The AI buildout has one big beneficiary today and that’s neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they’re seing incredible demand for the assets they’re building. We discuss the short-term demand and where these stocks face risks long-term. Plus, we discuss Cava’s results and what inflation is telling us.Travis Hoium, Tyler Crowe, and Rachel Warren discuss:- Coreweave’s Results- Neocloud Financing- Cava’s Traffic Growth- Why Restaurants Are Hard- Inflation Eases- Energy’s Impact PricesCompanies discussed: Coreweave (CRWV), Nebius (NBIS), Cava (CAVA).Host: Travis HoiumGuests: Tyler Crowe, Rachel WarrenEngineer: Kristi Waterworth

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