LanlanCC
08-20 11:19

CoreWeave, the finance director of cloud provider CoreWeave, downplayed the words during the August performance call: "We recently signed an A100 (Fida chip) contract extending to 2029 at an attractive price.

Just a reminder, this model was launched in 2020. 9 years of life!!

Actually, is the issue of depreciation actually just that if he does more income, there is no problem. If he can't do it well, it's a big problem.


$CoreWeave, Inc.(CRWV)$  

💰Stocks to watch today?(21 August)
1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • PorterLamb
    08-20 12:03
    PorterLamb
    Depreciation is not just an income issue though. Even if revenue lands, accelerated depreciation plus capex can still squeeze cash flow hard
  • LanlanCC
    08-20 19:11
    LanlanCC
    what about if these companies dont concentrate on the short term accounting ?
Leave a comment
2
7