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![LivyResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1541770160763449344.png) Livy Research [@LivyResearch](/creator/twitter/LivyResearch) on x 1390 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

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**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)

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LivyResearch Avatar Livy Research @LivyResearch on x 1390 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

Engagements Line Chart

Related Topics nvda $4t gpu infra coins ai $nvda stocks technology $crwv

Post Link

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