Publier

Rephrased Version $BTC CRWV is targeting 8GW of contracted power by 2030. If you translate that capacity into revenue using rough assumptions, you could be looking at ~$ETH 120B in potential revenue. The exact $/MW economics are still difficult to determine, though. The bigger question is whether management is referring to 2030 revenue guidance or exit ARR. Either way, current sell-side estimates are around $80B of 2030 revenue, which suggests estimates may have significant room to move higher. I’m listening to the earnings call now, and the tone so far is extremely bullish for $SOL CRWV, the broader neocloud sector, and AI infrastructure overall. I also met with $IREN, $CIFR, $SHAZ, and $CLSK today. I’m excited to be a shareholder in the first three, while $CLSK is still under consideration. I remain highly bullish on the entire AI infrastructure ecosystem — neoclouds, power, connectivity, chips, and memory. The earnings results and conference calls over the past 2–3 weeks have only strengthened my conviction. NFA. DYOR. #CPIToResetFedBets #AIInfraEarningsWatch #Gold4400HavenBid