CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇
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Joined December 2010
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$CRWV will not be among the “200 Guppy Level Deaths” for neoclouds. Credit markets can’t squeeze you out if you don’t need them. $IREN and $NBIS fit into this category too. Selling was overdone. Capacity remains scarce, energy even more so. Prices reflect that. Share price will eventually come all the way back and then some.
AI is going up. Adoption is exponential. There will always be a bearish spin. However, infinite intelligence wins. 👏🏻🚀
We should absolutely be cheering for AI to solve all of these. 💪🏻
Anthropic's IPO roadshow video: Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be "relics of the past" in "less than a decade" (@firesidealpha)
(Visit Techmeme dot com for the link and full context!)
$CRWV 👀
Remember back to two weeks ago when the end of CoreWeave narrative dragged AI. Yeah, total nonsense.
Funny to watch some big voices that said neoclouds were uninvestable come around today after $CRWV beat big and managed to turn its customers into its investors with large prepayments funding its growth. 👀
TLDR Prepayments, at least temporarily mitigate the neocloud credit crunch.
Furthermore, these early lower $/MW deals turnover and higher profit deals will come in and the big capex bets were effectively financed by the prepayments. 🧠
The shift away from financing GPU clusters with offtake agreements to prepayments means that OCF to EBITDA is the most important metric.
Moves the diligence burden from private credit funds evaluating the creditworthiness of offtaker to the actual customer of the GPU making the prepayment.
Dock to live and historic cluster stability levels will be the most important metrics to customers who are increasingly paying nearly 100% upfront.
Also significantly improves the payback period on GPUs.
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The line is truly going parabolic. This is what exponential growth looks like. Wild the amount of doubt that remains around AI adoption. One of the great disconnects of our time. 👀
$CRWV after a tumultuous quarter for the stock did a nice job reminding the market that its demand and growth prospects remain quite positive.
Yes, the growing interests and debt market complexity comes with its own challenges. But the best and raise result coupled with a $133 Billion backlog is far from the end of days crisis portrayed around this stock.
Another proof point that price follows sentiment. 👀👏🏻
$CRWV CRUSHED THEIR Q3 EARNINGS
• Revenue: $3.66B vs. Est. $3.54B
• EPS: ($1.24) vs. Est. ($1.55)
• Adj. Operating Income: $379M vs. Est. $246M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.7 GW (doubled since start of year)
• Backlog: $133B (+30% sequential growth)
FY26 Guidance
• Revenue: $13.2B vs. Est. $12.5B
• CapEx $38B vs. Est. $36B
• Exit ARR: $21B
Daniel Newman retweeted
$HIMS drops an absolute turd. Very disappointing.
$HIMS Q3 EARNINGS
• Revenue $890M vs Est. $893M
• EPS ($0.14) vs Est. $0.06
• EBITDA $82M vs Est. $85M
• Gross Margin: 57% vs Est. 65%
• Subscribers 2.79M (+13% YoY)
Q4 Guidance
• Revenue $885M vs Est. $955M
• EBITDA $80M vs Est. $105M
Daniel Newman retweeted
$MS coming around. We still have total AI Capex in 27 reaching $2.8 Trillion. We reiterated it after the election. The trade goes on. The build goes on. 👏🏻
Daniel Newman retweeted
The AI trade is far from over. The blue tsunami may change some policies and lead to some renegotiations but the potential tax revenue will remain lucrative AND the economic growth engine that is AI will be critical if democrats want to maintain power in 2028. 👀
I believe Anthropic coming out at a more modest valuation and allowing the market to bid it up aggressively is a better approach in this market condition than shooting for the moon and having a less enthusiastic response. At a mere $1 trillion it will likely rally hard on issue day. If not… 😑
