Schwab Network
@SchwabNetwork
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가입 June 2017
2.8K 팔로잉 중 80.2K 팬
"It's an inflection quarter" for $CRWV, says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators.
Mark adds that a partnership with $NVDA adds to future prospects.
@Todd_Sykon says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing.
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