@adityainvests90 · Long CRWV

You cannot be bullish enough on neoclouds $CRWV has already sold out 2027 capacity Compute demand is insane right now I won’t be surprised to see neoclouds go on a memory like run in the future

Small Cap Snipa@SmallCapSnipa

Wells Fargo reiterated $CRWV at overweight and $160 price target Key points: • GPU life now ~10 years - 2020 A100s contracted through 2029 • Another 10% price hike this week following the 25% price hike in July • 2030 goal of 8 GW contracted reiterated • Most unsold

Read asLong CRWV

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Sat, Oct 3Tweeted

Mon, Oct 5 closeCounted from

2% of the basket · day 12fades out by Nov 14

Rank per close

#403

Oct 5

#362

Oct 6

#350

Oct 7

#337

Oct 8

#416

Oct 11

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