The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

Source: [MarketWatch](https://www.marketwatch.com/story/neocloud-stocks-like-coreweave-are-having-a-moment-and-times-running-out-to-cash-in-8aca34c8?mod=mw_rss_topstories)

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