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@amitisinvesting Neoclouds bears (Burry) back into hibernation.

@amitisinvesting Bullish $NBIS

@amitisinvesting The buildout continues! 🔨

@amitisinvesting LFG neoclouds for the win.

@amitisinvesting Waiting on the full call replay, but these backlog numbers speak for themselves. My lean on the broader picture this afternoon → sessionlevels.com/t/tier1-v1-2…

@amitisinvesting $APLD

@amitisinvesting - Debt $35.1B

@amitisinvesting 104B revenue backlog is the real story here. Most infrastructure plays struggle to lock in visibility beyond 24 months, but CoreWeave is shifting the risk profile of the entire sector.

@amitisinvesting Bullish for nvda

@amitisinvesting Is anyone else a little worried about the debt repayments and the decelerating growth this quarter? x.com/RatedMarkets/status/2087…

@amitisinvesting BULLISH $CRWV x.com/samurai__stock/status/20…

@amitisinvesting EBITDA margin growth, double beat, higher backlog, and 3.7 GW contracted. Let’s go AMIT

@amitisinvesting Still digesting that $104B backlog—this is just the beginning of the ramp. x.com/i/grok/share/149a77f42be…

@amitisinvesting Ridiculous earnings

@amitisinvesting So much for "AI capex is peaking"—the backlog alone says otherwise. My current stance on the market rhythm this afternoon → sessionlevels.com/t/tier1-v1-2…

@amitisinvesting demand is already sold. the other 2.2 GW still has to come online.

Once again, I am asking people to stop using EBITDA for neoclouds. Taking out the largest operating expense, Depreciation, is like valuing a bar on the profits they made before you subtract the cost of the booze. Depreciation for the quarter was $1.4B. Their EBIT was -$49M for the quarter and -$144M TTM.

@amitisinvesting That $104B backlog is the real story here—basically 40x trailing revenue locked in for years to come. My honest read on the macro picture into the weekend → caplevels.com/t/tier1-v1-20260…

@amitisinvesting Sold these at 3:57. Phew we love free money. x.com/ItsBazMan/status/2087285…

@amitisinvesting CRWV is going to make an MU type of move next year..

@amitisinvesting Your view on $smci thanks .

@amitisinvesting car rentals always have demand for cars but it doesn’t make their business model any better

@amitisinvesting 💪💪💪

@amitisinvesting Everyone crushes their earnings it’s a theme now but guess what the next it’s flat to negative hence all these numbers are smoke and mirrors… selll into it like everything else

@amitisinvesting That’s incredible! Triple digit revenue growth.

@amitisinvesting CEO Intrator has registered another 200k shares to sell. Stable AF

@amitisinvesting What’s your target on CoreWeave?

@amitisinvesting upset i don't have more invested :(

@amitisinvesting Fuck $CRWV cc @PrintingTendies tell the room for financial freedoms x.com/CEOcharting/status/20872…

@amitisinvesting 🤝

@amitisinvesting Not versus estimates. Revenue: $2.58 billion actual vs. $2.56 billion estimated. Adjusted EPS / Loss: Loss of $1.03 per share vs. expected loss of $1.20 per share.

@amitisinvesting Smart approach.

@amitisinvesting Yes

@amitisinvesting Never doubt me

The most interesting number here isn’t the $2.6B revenue. It’s the $104B backlog. That suggests the AI infrastructure race is moving from “who can build the best models?” to “who can secure enough compute to run them at scale?” 59% adjusted EBITDA margin makes the story even more interesting. The big question now: how much of this demand is durable, and how much is AI infrastructure spending getting ahead of itself?

$CRWV projects year-end effective operating power capacity will exceed 1.85 gigawatts, with annual capital expenditures of $35 billion to $39 billion. This capital spending range is up from the previous forecast of $31 billion to $35 billion announced in May. The eight-year-old company is racing against major cloud providers like Amazon, Google, and Microsoft to build data centers packed with chips capable of running generative AI models. Unlike these tech giants, they are not profitable

@amitisinvesting この決算 売上+112%より設備投資最大390億ドルの方が気になります AIクラウドはSaaSというよりインフラ金融に近い 需要が強いほど先に巨額資本が必要になる 次の勝負は受注残より どれだけ安く資金を集めて回収できるかですね

@amitisinvesting Insane numbers!

Just before earnings, $CRWV was already starting to turn bullish on the chart. 👀 The setup was there , earnings just became the catalyst. saw the bullish structure here before the report 👇 x.com/MarketMelodies/status/20… Now the key question: can it hold the breakout and follow through?

@amitisinvesting Let’s goooo!!

@amitisinvesting It doesn't make sense for Oracle not to go up along with it.

@amitisinvesting buy it

@amitisinvesting Spend $60BLN to generate $10Bln of revenue. Sounds solid.

@amitisinvesting More adjusted financial metrics to mask huge losses. Their interest expenses (at 25% of revenue) are a grim reaper waiting for them to stumble.

@amitisinvesting Congratulations to Michael and the team. It's inevitable that compute is the new "oil". We are getting closer to the matrix. Some of us, like BubbleBearBurry will be quiet disappointed when his shorts dosent work out.

@amitisinvesting so much 'backlog' but cant even beat revenue estimates by a percent 😭😂🤣👌👌

@amitisinvesting Loss?

59% Adj. EBITDA margin looks impressive, but per RockFlow, verify sustainability, how much of $1.51B EBITDA is one-time/non-cash, and cash conversion rate. 500MW capacity growth needs scrutiny: power costs, GPU procurement, customer concentration. $104B backlog + $25B new orders sound perfect, but ask: delivery timeline, capex pace, financing pressure, customer default risk. Down 30% from highs signals market already priced risk. Wait for next quarters to validate margin stability and cash flow quality. See:x.com/RockFlowApp/status/20874…

@amitisinvesting Amazing earnings, I am just speechless! However, I am still worrying about their debt levels. Did they mention anything regarding this during the call?

59% EBITDA Margin looks incredible until you remember this: - q2 depreciation and amortization: $1.39B - interest expense: $640M - adjusted operating margin: just 5% Demand is clearly extraordinary but the real question is wheter utilization and pricing can outrun depreciation and finantial cost.. $CRWV