Small Cap Snipa
@SmallCapSnipa
Stock market research. AI / data centers / power infra / cloud compute. NFA
参加 February 2021
294 フォロー中 34.4K ファン
$CRWV down on dilution but the silver lining for Neoclouds is ~$40M/MW on short-dated contracts.
A year ago these deals struggled to get $15M/megawatt.
It’s likely the next short-dated $IREN & $NBIS contracts print closer to $50M per MW as prices continue to increase.
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JUST IN: CoreWeave crashes after announcing $3B in convertible notes and plans to sell up to 35M shares
$CRWV currently trades at $80
