The Neocloud Sector For Dummies (The Cestrian Circle Newsletter).
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Read our full disclaimer, here.
Arbitrage Plays Or Here To Stay?
We wrote up CoreWeave ( $CRWV ) recently and whilst doing so I realized I had to take myself off to learn about the neocloud sector properly (as opposed to drinking from the firehose of stock-pumping-nonsense on social media on the topic).
If, like me, you could do with level-setting your knowledge of this sector, you may find this backgrounder helpful.
You can, of course, also read our most recent note on $CRWV here:
Alex King
Here's the background briefing. We’ll be covering these stocks in more depth as we go.
Alex King, CEO, Cestrian Capital Research, Inc - 17 April 2026