UBS finally stepping in to defend $CRWV.
Their take: Outside of rising rates hitting financing costs, we see zero change in GPU demand fundamentals.
$CRWV reports next Tuesday after close. Street expecting $3.54B revenue, +159% YoY.
Demand is real. Money is fake. Mention debt and the stock dumps 😂
Their take: Outside of rising rates hitting financing costs, we see zero change in GPU demand fundamentals.
$CRWV reports next Tuesday after close. Street expecting $3.54B revenue, +159% YoY.
Demand is real. Money is fake. Mention debt and the stock dumps 😂