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Duncan
01-27

Potential $NVDA backstop for future $CRWV leases? Seems like great news for $CRWV and higher chances of $GLXY getting paid! This + an IG hyperscaler for Galaxy's next 830MW and their data center business looks very good.

Hardik Shah
@AIStockSavvy
01-27
$NVDA $CRWV | Needham on CoreWeave: 'NVIDIA Partnership Includes Likelihood of Backstop on Future Leases'. "We attended CRWV's sell-side analyst call to discuss its recent partnership and equity investment from NVIDIA. We are positive on the partnership as it should materially
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