Here's what's really happening...
The market doesn't care if $CoreWeave, Inc.(CRWV)$ is chasing bigger ARR targets or if $IREN Ltd(IREN)$ has more contracted gigawatts. All that matters right now is NBIS.
Every dip, every pullback gets bought up. The crowd sees it as the long-term winner, the one with the biggest upside. Fundamentals, hype, short-term noise—none of it matters. If you're watching the tape, you see conviction in action, plain and simple.
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