Counts from the Tue, Oct 20 close, which is not scored yet.
LBM_LXXVIII@MF_CamillusMarket is severely underestimating compute demand for robotics going fwd... "The token demand curve for Robotics will likely create another lever to longer-term data center demand dynamics. Recall we introduced our estimate that demand for tokens would increase 24x in the next 5
LBM_LXXVIII@MF_CamillusPretty well said... "Going back to Finance 101, we see CoreWeave's enterprise value as being directly correlated to the magnitude and durability of the spread between its unlevered IRR and WACC -- and we think investors may be underestimating the magnitude of upward revisions to
