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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Joined March 2022
971 Following    196K Followers
JPMorgan upgrades CoreWeave $CRWV to Overweight with a $125 PT. Stronger pricing, with July rates up 25%, short-term compute priced at ~3x long-term contracts, and recent deals signed near ~$40M/MW. JPM says pricing and margins should more than offset rising debt.
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