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Small Cap Snipa
@SmallCapSnipa
Stock market research. AI / data centers / power infra / cloud compute. NFA
Joined February 2021
316 Following    35.3K Followers
Bernstein estimates $CRWV will need $108 billion of incremental capex to reach 4.2 GW and an additional $152 billion to reach 8GW assuming $40M/MW 😳