Shay Boloor(@StockSavvyShay):$CRWV expects ~$9B in customer prepayments and deposits over the next three months with some customers now funding up to 100% of their contract value upfront. And while the market worries about how neoclouds will finance their buildouts the customers buying compute are increasingly the ones paying for it.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

가입 February 2019

340 팔로잉 중 462.9K 팬

Shay Boloor@StockSavvyShay

2hours ago

$CRWV expects ~$9B in customer prepayments and deposits over the next three months with some customers now funding up to 100% of their contract value upfront. And while the market worries about how neoclouds will finance their buildouts the customers buying compute are increasingly the ones paying for it.