JENSEN:
- COREWEAVE'S STRENGTH IS IMPROVING EVERY DAY- NVIDIA DOESN'T NEED TO BACKSTOP THEM- COREWEAVE'S COST OF CAPITAL IS ACTUALLY DECREASINGJensen single handedly helping the semis find some level of recovery right now...$NVIDIA(NVDA.US) $Coreweave(CRWV.US)Source: amit
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