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u/KumoPaper
7 hours ago
Discussion
CRWV popped 14% after-hours on blowout Q2 results
Revenue hit $2.58B, 112% YoY jump and margins are finally inflecting hard. Guidance is pushing mid-teens operating margins ahead of that 25% price hike rollout, and longer-lived A100 contracts out to 2029 are completely shifting the bull case. Who's still holding through the execution risk? Spotted this breakdown on moomoo's daily feed.