Not much to say, “hyperscalers” cannot scale into profitability at a time when DRAM supply hasn’t caught up yet. These guys are f\*ked when there is enough chip supply for FAANG to build these centers themselves, which is inevitable.
| TICKER | CRWV | USER | u/ExtremelyBigYikes |
|---|---|---|---|
| RATING | BEARISH | ENTRY | $110.06 |
| POSITION | 92 sh SYN | BOOK VAL | $10185.56 |
| CURRENT | $86.25 | P&L % | -21.63% |
| CURR VAL | $7982.42 | P&L $ | -2203.14 |
Not much to say, “hyperscalers” cannot scale into profitability at a time when DRAM supply hasn’t caught up yet. These guys are f\*ked when there is enough chip supply for FAANG to build these centers themselves, which is inevitable.