[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Livy Research [@LivyResearch](/creator/twitter/LivyResearch) on x 1382 followers Created: 2025-07-16 08:09:55 UTC Agreed, the bulk still goes to AI infra and processors which will benefit $NVDA. But it’s exactly this that’s misleading markets. A growing portion is going to Nvidia THROUGH $CRWV and not directly. Yet markets are proving in CoreWeave GPU demand in excess of hyperscaler demand. There’s an overlap that’s being priced into Nvidia’s $4T valuation right now that many are underappreciating XXX engagements  **Related Topics** [nvda](/topic/nvda) [$4t](/topic/$4t) [gpu](/topic/gpu) [infra](/topic/infra) [coins ai](/topic/coins-ai) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [$crwv](/topic/$crwv) [Post Link](https://x.com/LivyResearch/status/1945395455917162810)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Livy Research @LivyResearch on x 1382 followers
Created: 2025-07-16 08:09:55 UTC
Agreed, the bulk still goes to AI infra and processors which will benefit $NVDA. But it’s exactly this that’s misleading markets. A growing portion is going to Nvidia THROUGH $CRWV and not directly. Yet markets are proving in CoreWeave GPU demand in excess of hyperscaler demand. There’s an overlap that’s being priced into Nvidia’s $4T valuation right now that many are underappreciating
XXX engagements
Related Topics nvda $4t gpu infra coins ai $nvda stocks technology $crwv