Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre-market brief. Full research reports on Substack
参加 October 2021
1.2K フォロー中 29.3K ファン
*COREWEAVE CEO: WE ARE 'CONFIDENT' IN FUNDING, SALES, BACKLOG
* $CRWV CEO INTRATOR SAYS HE'S CONFIDENT IN BUSINESS MODEL
*COREWEAVE CEO INTRATOR SPEAKS IN EMAIL TO CO SEEN BY BLOOMBERG
*COREWAVE CEO: RIVALS' WEAKNESS 'BLEEDING INTO' NARRATIVE
*COREWEAVE CEO ON OTHERS' IPOS: 'THEY DON'T HAVE WHAT WE BUILT'
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