$CoreWeave, Inc.(CRWV)$ Bears are acting like compute demand is just going to disappear. Honestly, wait until 2028. At these levels, IREN, NBIS, and APLD all look like a steal, even if they drift lower. Nothing fundamental has changed, so if we do see more downside, I'm just adding more.
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- Bodoh·07-31 23:52Hahaha it won’t disappear but little new capacity will materialize. Good luckLikeReport