The only thought that comes to mind looking at CoreWeave’s revenue backlog is “moar power”
November 10, 2025 at 9:37 PM
The only thought that comes to mind looking at CoreWeave’s revenue backlog is “moar power”
If there’s a fly in the ointment it’s active power at 590 MW vs nearly 625 MW expected.
So, likely more proof the telegraphed bottleneck is indeed the bottleneck.
So, likely more proof the telegraphed bottleneck is indeed the bottleneck.
November 10, 2025 at 9:26 PM
If there’s a fly in the ointment it’s active power at 590 MW vs nearly 625 MW expected.
So, likely more proof the telegraphed bottleneck is indeed the bottleneck.
So, likely more proof the telegraphed bottleneck is indeed the bottleneck.
(FX playing a role here)
November 10, 2025 at 7:07 PM
(FX playing a role here)
think the spine is more what’s missing
November 10, 2025 at 4:11 PM
think the spine is more what’s missing
i’m fine with just handing @sellingtheta.bsky.social the definitional keys
November 7, 2025 at 9:08 PM
i’m fine with just handing @sellingtheta.bsky.social the definitional keys
oh man if you think i have a junior you live in the world i want to inhabit
November 7, 2025 at 8:47 PM
oh man if you think i have a junior you live in the world i want to inhabit
Reposted by Luke Kawa
"A bear cup is a bear necessity, but not a bare necessity."
a group of people are sitting in a theatre clapping their hands .
ALT: a group of people are sitting in a theatre clapping their hands .
media.tenor.com
November 7, 2025 at 5:28 PM
"A bear cup is a bear necessity, but not a bare necessity."
Be the lunacy you wish to see in the world:
The insanity over the Starbucks “Bearista” cups tells you everything you need to know about the US economy and markets sherwood.news/markets/the-...
The insanity over the Starbucks “Bearista” cups tells you everything you need to know about the US economy and markets sherwood.news/markets/the-...
The insanity over the Starbucks “Bearista” cups tells you everything you need to know about the US economy and markets
Upper-income consumers and megacap tech companies are both a) doing well and b) supply constrained....
sherwood.news
November 7, 2025 at 5:23 PM
Be the lunacy you wish to see in the world:
The insanity over the Starbucks “Bearista” cups tells you everything you need to know about the US economy and markets sherwood.news/markets/the-...
The insanity over the Starbucks “Bearista” cups tells you everything you need to know about the US economy and markets sherwood.news/markets/the-...