Daniel Romero(@HyperTechInvest):Crusoe just raised $4B at a $30B valuation It has 1 GW operational, $140B of contracted backlog, and 6 GW of contracted capacity They do mostly colocation today, but now they want to go vertical There may be a company with very similar potential at half the price Just saying

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

加入 April 2024

336 正在关注 46.4K 粉丝

Daniel Romero@HyperTechInvest

2026.09.18 11:33

Crusoe just raised $4B at a $30B valuation It has 1 GW operational, $140B of contracted backlog, and 6 GW of contracted capacity They do mostly colocation today, but now they want to go vertical There may be a company with very similar potential at half the price Just saying

显示更多