@geokoutalidis · Long NBIS

Gartner says over 80% of neoclouds won't survive as independent companies by 2030. $CRWV fell 15% on the day it came out. I read the release line by line. The headline is directionally right. The math underneath it is not. Here's what it says, where it breaks, and what it means

Read asLong NBIS+4 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Thu, Oct 15Tweeted

Fri, Oct 16 closeCounted from

38% of the basket · day 4fades out by Nov 26

Rank per close

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Oct 18

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Oct 19