caro 猫猫头🐈⬛@lin_yiliu这时候讨论CRWV NBIS 健康不健康已经毫无意义了 主要是大玩家会不留情面 所以我们最好反弹一点就跑
caro 猫猫头🐈⬛@lin_yiliu这时候讨论CRWV NBIS 健康不健康已经毫无意义了 主要是大玩家会不留情面 所以我们最好反弹一点就跑
caro 猫猫头🐈⬛@lin_yiliuNVDA 通過CRWV 這種表外的公司 消耗自己的多餘過剩算力 人為製造漲價？ 我就不明白 如果真的像零售DGX那麼漲 CRWV 憑什麼不漲價？ 長協每年一談 ，唯一一次機會不漲價 做夢呢
Oguz Erkan@oguzerkanAt what point it becomes ridiculous? $CRWV consensus sales estimate for the next year is around $27 billion, without counting any uplift to per MW pricing. Currently it trades at 1.3x next year’s sales and probably below 1x exit ARR. EBIT is projected to inflect post-2027 and
caro 猫猫头🐈⬛@lin_yiliu把所有人都给割啦
Dray@drayinvestsSo let me get this straight. CoreWeave $CRWV just CRASHED nearly 25% in the past week, now just above $66. $NVDA invested $2B at $87.20 per share. David Tepper bought 1.08M shares at around $99. Gavin Baker bought another 1.31M shares in Q2. Leopold Aschenbrenner bought
caro 猫猫头🐈⬛@lin_yiliuorcl 还好170跑了
憨厚的麦总@Michael_Liu93几天没发帖，因为观点确实没啥变化，今天如果ppi差了利空出尽，砸一下到78000-79000反弹，如果ppi很好，则直接反弹，我对10月11月还是看涨。 另一边，存储和云这走势太难看了，已经走出月级别的lower
caro 猫猫头🐈⬛@lin_yiliu下周会反弹的！
Dray@drayinvests$NBIS DIRECTOR JUST BOUGHT THE DIP $50k purchase, 148 shares at $169.99/share Only one reason insiders would buy….
