$CRWV is now trading at just 1.3x 2027 sales and probably just at 1x exit ARR. Only one way it’ll be lower than this level 12 months from now: It goes bust. Well it’s not going to happen. Short-term liquidity is strong and half of the backlog will convert by 2028. https://t.co/PbOf5ZOBzE
View on X ↗