Small Cap Snipa(@SmallCapSnipa):$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.

Small Cap Snipa

@SmallCapSnipa

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Small Cap Snipa@SmallCapSnipa

2026.09.17 17:40

$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.