Feb. 21 at 4:02 PM
$CRWV $EQIX is a massive partner of Coreweave specializing in low-latency connected data centers. Look at their 2026 guidance from last week and the near term story makes a lot more sense for Coreweave,
$NBIS $IREN $RIOT etc
Demand for compute isn’t going away according to hyperscaler 2026 capex and guidance..