At what point it becomes ridiculous? $CRWV consensus sales estimate for the next year is around $27 billion, without counting any uplift to per MW pricing. Currently it trades at 1.3x next year’s sales and probably below 1x exit ARR. EBIT is projected to inflect post-2027 and free cash flow improves in 2028. If they can survive next year, it’ll be on its way to a $500 billion company.
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