It feels like CRWV has passed its darkest moment. Today's Nvidia earnings call shows everyone a glimpse: the generation of AI training tokens is rapidly increasing, the demand for industrial AI is surging, and the investment in AI infrastructure is still growing at a rate of $600 billion a year, with no signs of slowing down. In the end, it all comes down to the thirst for computing power.
CRWV is starting to enter the range, and the logic for the first warehouse is as follows. I hope we can get a bit closer to the range; the shots will be more intense.
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