Market mispricing AI infrastructure trade
"This is where the market is still mispricing the AI infrastructure trade. $CRWV — ~$99.4B contracted backlog vs ~$45B market cap. More than 2x market cap already locked in. ~36% converts within 24 months + 3.5GW contracted power."
ℹ️ In short · AIThe market undervalues CRWV, an AI infrastructure company, which has a contracted backlog more than double its market capitalization.
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