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

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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.