OUR $CRWV POST-EARNING THOUGHTS

CoreWeave put up a clean top-line and EBITDA beat with revenue at ~$1.4B and EBITDA ~$838M and they nearly doubled revenue backlog to ~$56B while expanding contracted power to about 2.9 GW and active power to ~590 MW. They also showed real pricing durability with a 10k-plus H100 cluster renewing about 5% below prior rates […]

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$CRWV Post-Earnings Thoughts

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