CoreWeave Earnings!

This is definitely a negative result, no doubt. I am disappointed. In this article we get into:

1. The reasons behind the miss. Including capacity bring up speed, memory pricing, and margins/timing.

2. Three mitigants to the negative result.

3. My new confidence level in CoreWeave, whether or not my long-term thesis changed at all, and if I’m doing anything with my positioning.

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