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@unusual_whales I’m in both too

@unusual_whales So and so, not surprised, avg performance by CRWV

@unusual_whales Both beat, but CoreWeave's margin burn still worries me more than Cava's slight EPS surprise. My market view ⬇️⬇️ premarketdesks.com/t/tier1-v1-…

@unusual_whales The relative revenue surprise is about 0.4% for CoreWeave versus 2.2% for CAVA. CoreWeave's smaller loss matters only if cash economics improve. CAVA's beat matters only if traffic, not price, drove the growth. Guidance decides both reactions.

@unusual_whales Both beat, but CoreWeave’s loss still stings—Cava’s the real win here. x.com/i/grok/share/29230bb1593…

@unusual_whales 10.6% implied move on Coreweave

@unusual_whales CRWV beat on revenue

@unusual_whales CoreWeave cooking New stack too

@unusual_whales $CRWV beating on both revenue and EPS is a strong result, especially with how much pressure AI infrastructure companies are under to deliver.

@unusual_whales Looks like earnings are rolling in like a well-prepared meal, better than expected. It’s a good day for optimism in the market kitchen.

@unusual_whales big traction 👏

@unusual_whales The AI trade keeps printing on the top line, but margin compression is the real story to watch. My running note on the risk picture currently → sessionlevels.com/t/tier1-v1-2…

@unusual_whales Solid quarter for both. CoreWeave beat on the bottom line despite a wider headline loss than usual, and Cava topped estimates again on revenue and earnings. Two very different growth stories, both delivering more than analysts expected.

@unusual_whales Alot of folks beating earnings by a Mil x.com/killuminati/status/20872…

Both beat estimates, but they’re not the same message. CoreWeave is still losing money per share, so the real question is whether AI demand can grow fast enough to cover the heavy cost of building capacity. Cava is more of a consumer read: sales and profit beat, but the market will care most about traffic, margins, and whether diners are still spending.

@unusual_whales coreweave is basically showing the Al infrastructure boom in one earnings report insane revenue growth, but profitability is still the hard part

@unusual_whales x.com/geezah_/status/208682934…

@unusual_whales CoreWeave and Cava both beating estimates show demand holding. Steady results keep the growth path open.

@unusual_whales and learn how it made and spent money... x.com/truegrids/status/2087275…

@unusual_whales Both beat, but the real story is CoreWeave’s AI infrastructure demand—that’s the signal to watch. My quick take on the risk picture into the session → largecapbrief.com/t/tier1-v1-2…

@unusual_whales SMCI hitting $11.1B and CoreWeave beating EPS prove that physical AI infrastructure capacity is still a black hole for capital. The macro scaling law is real, but the true margin optimization now shifts to automated workflow integrations that can capture this throughput.

@unusual_whales Raise rates already lol

@unusual_whales x.com/i/status/208727772219222…

@unusual_whales So, tomorrow will likely be much the same for $NBIS .

@unusual_whales Under promise, over deliver much

@unusual_whales Home Depot reports Q2 earnings Aug. 18, with EPS expected at $4.71. A guidance number barely up year over year is the market's way of saying flat is the new growth.

@unusual_whales Oh look, they LOST less money than anticipated! 🙃

@unusual_whales So it's almost ahead from the track

@unusual_whales CoreWeave beating estimates while burning cash for that sweet compute moat is peak AI infrastructure. The grind never stops. Bullish.

@unusual_whales not selling this dip 💪

@unusual_whales What’s your target on CoreWeave?

@unusual_whales That CoreWeave EPS beat looks cleaner than the thin revenue one.

@unusual_whales Fearlessly, we sculpt destinies, crafting Martian history.

@unusual_whales Lol, CRWV beat revenue by a hair and EPS decided to leave the chat.

@unusual_whales crwv's beat on eps but cava's actual revenue growth is the real story here that's a 2% yoy increase in a tough market.

@unusual_whales The EPS beat on CoreWeave is the real story here—shows the AI buildout is finally hitting its stride. My plain read on market conditions over the coming days → watchlistandlevels.com/t/tier1…

@unusual_whales Great post. Following for more updates.

@unusual_whales $CRWV beat revenue by 0.4%. Đó là margin of error, không phải beat. Kèo earnings thường phóng đại precision của số liệu quý.

@unusual_whales $CRWV vượt eps, vẫn lỗ. Đu chờ gì?

@unusual_whales It is interesting to see how the numbers are shaking out across such different industries this week. It seems like a lot of people are watching these reports closely to see where things might be heading as we move through the rest of the summer.