The Analysts

Call · @burak_finance · #225 on the leaderboard

@burak_finance

@burak_finance · Wed, Aug 12

Burak Finance@burak_finance
$CRWV raised the bar yesterday Revenue doubled. Backlog at $104B, capex still climbing. Yet they are raising prices and older silicon is still getting multi-year deals. This is not a commodity business. It is a scarce resource business with a software layer forming on top.
23d agoview on X ↗media on X

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Read as

Long CRWV · Medium confidence

Confidence

Medium0.84

Counted from

Thu, Aug 13 · market close

Rank since this call

#149 → #225 · 7 scored days

#149

Aug 28

#148

Aug 29

#163

Aug 30

#160

Aug 31

#191

Sep 1

#202

Sep 2

#225

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 22 · fades out by Sep 23