Techdamentals
Oct 26, 8:08 PM
$IRM operates data centers alongside its older storage business, both of them let on long contracts. A contracted backlog is only as good as the counterparties behind it, which is the question worth asking of any large reported backlog figure.
Video: https://youtu.be/Tc73CAUZqr0
Written version: https://techdamentals.com/newsletter/what-does-anthropics-ipo-filing-actually-show?ref=st
Educational, not advice.
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