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$CRWV $NBIS Ed Zitron Is a Sophistical Clown: Why There Is Zero AI Bubble and I Am Buying More NeocloudsAfter this Meta-related flush, I am buying more $CRWV and would hold $NBIS in principle. I remain very bullish on both.$CRWV is my priority buy. It carries roughly $99.4B of revenue backlog, more than 3.5 gigawatts (GW) of contracted power, over 1 GW active, and, on my framework, only around 5x 2027E EBITDA. The market is pricing a panic narrative. The disclosed numbers describe contracted dem
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