$CoreWeave, Inc.(CRWV)$ Oracle

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$CoreWeave, Inc.(CRWV)$ Oracle is still priced like a software company that rents GPUs. Last quarter it shipped like an AI factory: +121% infra, 850 MW, 300k GPUs, 98% utilization, old boxes renewing at a 20% premium, $664B backlog with a large prepaid slice. At half a trillion they already have scale. A trillion does not need a new story—just this one converting a few more years while the market argues about the burn.

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