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@ValueHunter_net "So insightful. I've been following $CRWV too. The only things that concern me: 1) High leverage and significant liabilities on the balance sheet which increase financial risk if demand weakens or execution slips. 2) On-demand/spot capacity is limited by immediate absorption of new capacity by existing customers constraining growth into the broader developer/SMB market"
X Link @ValueHunter_net 2025-10-09T13:41Z XXX followers, 4045 engagements

"Every decade has its winners. These are our bets for the technologies shaping the next one AI/ML Algorithm: $GOOG $TSLA $OpenAI - not yet IPO'ed AI Data Centers: Providers: $CRWV * $IREN $NBIS Chips: $NVDA $AMD $ASML $TSM Hardware: $DELL * $CSCO * $CLS Robotics: Sensors: $ADI $CGNX $OUST * Testing: $TER Battery: $QS $ABAT * Energy: $UUUU $OKLO Other Undervalued plays: $UNH $TGT $CRM * - indicates short-term swing trade viability. May not be the best longer term unless there is a major breakthrough"
X Link @ValueHunter_net 2025-10-09T12:45Z XXX followers, XXX engagements

"@kpaceee Love $CRWV and $AMD Ive been bullish on AMD for a while. $GOOG and boring monopolistic type companies $CGNX. $QS if they can scale their tech :)"
X Link @ValueHunter_net 2025-10-10T01:59Z XXX followers, XXX engagements