$CoreWeave, Inc.(CRWV)$ AI capex is broadening, and the idea that it's only happening in narrow pockets is getting much harder to argue. The sector isn't weak or isolated — it's actually getting stronger. Thanks, Kev. The shorts have this one wrong.
$CoreWeave, Inc.(CRWV)$ AI capex is broadening, and the idea that it's only happening in narrow pockets is getting much harder to argue. The sector isn't weak or isolated — it's actually getting stronger. Thanks, Kev. The shorts have this one wrong.
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