路透社刚刚宣布CoreWeave与OpenAI ChatGPT签署了一份高达120亿的合同，为其即将进行的IPO奠定了基础。随着预营销的进行，CoreWeave可能会以比Nebius更高的估值首次亮相。 $NEBIUS (NBIS.US)$ 这创造了一个黄金机会——因为投资者不可避免地会进行比较，Nebius准备进行重大重新评估。
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Analyst 五代雄介
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$FuboTV (FUBO.US)$ 在第四季度实现了1630万的正自由现金流，标志着公司首次达到正自由现金流的季度。 从负自由现金流转为正自由现金流是一个关键的里程碑。它表明公司可以内部融资其运营，而不是依赖外部资本。考虑到目前的价格，我预见到有很高的上涨潜力。
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Analyst 五代雄介
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$Recursion Pharmaceuticals (RXRX.US)$ 还好前两天大跌我看hedge fund 也大卖我就跑了
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