Dignified Corporate Analysis: What Are CoreWeave, Super Micro Computer, and Nebius Saying? | Executive Director Park Se-ik & Chesley Head of Learning & Dr. So Hyeon-cheol

Dignified Corporate Analysis: What Are CoreWeave, Super Micro Computer, and Navius Saying? | Executive Director Park Se-ik & Chesley Head of Learning & Dr. So Hyeon-cheol [Byeoljubujeon / 26.08.15.Sat]
Watch on YouTube ↗  |  August 16, 2026 at 03:00  |  39:16  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Clare Pleydell-Bouverie — Co-Head of Global Innovation, Liontrust Asset Management
Park Se-ik — CEO, ex-Chief Strategist
So Hyeon-cheol — Adjunct Professor, Sangji University

Summary

The episode analyzes Super Micro Computer and CoreWeave as AI infrastructure names, with Claire presenting detailed fundamentals and Park Se-ik adding portfolio-level views. Super Micro's margin recovery and aggressive FY27 guidance support a buyable but accounting-trust-risk case, while CoreWeave has a massive backlog but must prove efficiency. Park is more constructive on CoreWeave and Nebius as neo-cloud leaders benefiting from the rental AI shift, and the technical view favors Nebius over the other two.

  • This week's US feature stocks are Super Micro Computer and CoreWeave, up 28.2% and 15.9% respectively.
  • Claire argues strong news across power, servers, cloud, optical communications and semiconductors signals an AI infrastructure cycle spreading across the value chain.
  • Super Micro's gross margin rebounded from 6.3% to 17% and FY27 revenue guidance is $65B-$72B, but accounting trust issues remain key.
  • CoreWeave revenue rose 112% and take-or-pay backlog reached $104.2B, with execution efficiency as the main monitorable.
  • Park Se-ik avoids Super Micro due to serious credit and auditor trust history despite improving margins.
  • Park views CoreWeave as the number one neo-cloud and wants to accumulate it, while Nebius has already proven neo-cloud profitability.
  • Chart-wise, Nebius is in an uptrend while Super Micro and CoreWeave remain technically weaker.
Ideas
Clare Pleydell-Bouverie Analyst 3:33
AI infrastructure cycle broadening, stay long.
This week's strong AI news in power, servers, cloud, optical communications, and semiconductors should not be viewed as separate stories. CoreWeave's $104.2B backlog and Super Micro's FY27 revenue guidance of $65B-$72B together show that the AI infrastructure investment cycle is spreading and continuing across the entire value chain, not just semiconductors.
AI infrastructure build-out HIGH
Clare Pleydell-Bouverie Analyst 4:38
SMCI buyable but monitor accounting trust.
Super Micro Computer's latest results showed gross margin recovering from 6.3% to 9.9% and then 17%, while management gave aggressive FY27 revenue guidance of $65B-$72B. Claire interprets this as proof that AI server demand remains strong and that SMCI can restore profitability, making the stock buyable, but she stresses investors must keep monitoring the accounting and trust issue because the 2024 EY auditor resignation caused a 30% one-day crash and internal control weaknesses remain.
SMCI HIGH
Clare Pleydell-Bouverie Analyst 7:08
Watch CoreWeave efficiency despite huge backlog.
Park sees CoreWeave as the number one neo-cloud provider with the largest share and diversified customers. The market treated its heavy capex as overinvestment, but Nebius has already shown that neo-cloud can make money, and NVIDIA-led funding should help hyperscalers sign more GPU contracts with neo-cloud providers. Park also notes CoreWeave's ROI payback period has shortened from about 2.8 years to about 2.5 years, so he wants to accumulate CoreWeave for family accounts once timing and price are attractive.
CRWV HIGH
Park Se-ik CEO, ex-Chief Strategist 29:20
Neo-cloud rental model has merit.
Park argues enterprise AI is shifting from closed token-based models toward semi-open and rental-based compute, similar to the sovereign AI direction. That makes the neo-cloud rental model attractive because CoreWeave, Nebius and similar providers can quickly supply GPU capacity that large cloud vendors cannot flexibly offer, and non-China international customers are likely to adopt this model as depreciated GPU infrastructure becomes cheaper and usable longer.
Neo-cloud providers MED
Park Se-ik CEO, ex-Chief Strategist 30:18
Nebius proved neo-cloud profitability, prefer it.
Nebius proved that a neo-cloud company can actually make money, which validates the rental compute model for the whole group. Park thinks near-term Nebius looks somewhat better than CoreWeave because Nebius is already profitable at smaller scale, and he expects CoreWeave to follow.
NBIS MED
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This Chesley Investment Advisory (체슬리투자자문) video, published August 16, 2026, features Clare Pleydell-Bouverie, Park Se-ik discussing AI infrastructure build-out, SMCI, CRWV, Neo-cloud providers, NBIS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Clare Pleydell-Bouverie, Park Se-ik  · Tickers: AI infrastructure build-out, SMCI, CRWV, Neo-cloud providers, NBIS