Ehraz Ahmed @ehrazahmedd
Wildlife conservationist. Horseman. Investor. Navigating trends, studying stock market science & finding the leaders of tomorrow. Not financial advice. X Joined May 2010-
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Ehraz Ahmed retweeted
A kind man successfully saved a broken duck egg and then this happened...
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$BMNR
Step 2: Build the software stack.
$CRWV Profitability metrics: 1. Gross Profit Margin: 74.46% - Very strong. CoreWeave keeps 74¢ of every $1 in revenue after paying for infrastructure and GPU costs. This is exceptionally high compared to hyperscaler averages (AWS 35%, Azure 40%). Indicates their…
Mike Intrator isn’t admitting weakness. He’s doing three things at once: 1. Signaling explosive demand for CoreWeave’s capacity. 2. Reminding $NVDA, customers and investors that $CRWV is executing fastest. 3. Creating a narrative that makes competitors and other BTC/AI…
Mike Intrator isn’t admitting weakness. He’s doing three things at once: 1. Signaling explosive demand for CoreWeave’s capacity. 2. Reminding $NVDA, customers and investors that $CRWV is executing fastest. 3. Creating a narrative that makes competitors and other BTC/AI…
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