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$MSFT · Microsoft is CoreWeave's anchor customer (5-year contracts) and IREN's $9.7B AI compute partner
now playing · $MSFT
$PERPLEXITYbullish· high· posaravind srinivas
Perplexity Enterprise revenue growing faster than consumer; Enterprise Max at $400/mo saves customers >$100M
Perplexity's enterprise tier ($400/mo Max, $40/mo Pro) is scaling rapidly with tangible ROI — saving enterprise customers over $100M via Computer automation — and growing faster t…
$PERPLEXITYbullish· high· posaravind srinivas
Perplexity's multi-model orchestration 'Switzerland' model delivers positive gross margins on all revenue
By routing queries to the best model for each task (GPT, Claude, Gemini, open-source) and using RAG/orchestration to minimize token costs, Perplexity achieves positive gross margi…
$NVDA···bullish· high· posmichael intrator
CoreWeave first to bring each new Nvidia architecture (H100, H200, GB200, GB300) to commercial production at scale
CoreWeave acts as the tip of the spear for Nvidia's new GPU architectures, being first to deploy H100, H200, GB200, and now GB300 at commercial scale, giving them early access and…
$CRWV···bullish· high· posmichael intrator
CoreWeave CEO: GPU depreciation fears are nonsense; 5-6 year useful life backed by long-term contracts
GPUs remain commercially viable for 5+ years as evidenced by 5-year average customer contracts and rising prices for older generations like A100s; the 16-18 month obsolescence nar…
$CRWV···bullish· high· posmichael intrator
CoreWeave pioneered GPU-backed financing 'box' structure, raised $35B in 18 months, cut cost of capital 600bps
CoreWeave's 'box' financing model — isolating each customer contract with GPU collateral in a bankruptcy-remote SPV — enables borrowing at progressively lower rates, dropping cost…
$CRWV···bullish· high· posmichael intrator
CoreWeave sees relentless AI demand overwhelming global compute capacity for 4 years
Demand for AI compute has been relentless for four years and continues to exceed global supply; unconstrained capacity would be immediately absorbed.
$MISTRALbullish· high· posarthur mensch
Mistral bets on open-source models + portable platform for enterprise customization with proprietary data
Enterprises need to customize models on their own proprietary data (manufacturing, finance, etc.) which requires open models deployable on-prem/edge; Mistral's portable platform k…
$MISTRALneutral· medium· posarthur mensch
Mistral: Synthetic data useful for model distillation warm-up but human expert signal essential for final quality
Synthetic data from large teacher models efficiently compresses knowledge into smaller models initially, but human expert feedback remains necessary for high-quality specializatio…
$IREN···bullish· high· posdaniel roberts
IREN secured 4.5 GW power (near Bay Area annual usage) at stranded renewable sites; $9.7B Microsoft deal is 5% of capacity
IREN's 8-year head start securing land, permits, and grid connections at stranded renewable energy sites (West Texas wind/solar, BC hydro) gives them 4.5 GW of power — a scarce as…
$IREN···bullish· high· posdaniel roberts
IREN runs 100% renewable since inception via stranded energy arbitrage: locate at source, monetize via compute, export tokens at light speed
By building data centers at stranded renewable sources (West Texas has 45-50 GW wind/solar but only 12 GW transmission), IREN arbitrages cheap green energy into high-value compute…
$IREN···bullish· high· posdaniel roberts
IREN: Jevons paradox drives compute demand — 10x more compute → many more images generated, not less
Compute efficiency gains (lower token cost, faster inference) induce exponentially more usage (Jevons paradox), so demand grows with supply; no slowdown expected.
$MSFT···bullish· mediummichael intrator
Microsoft is CoreWeave's anchor customer (5-year contracts) and IREN's $9.7B AI compute partner
Microsoft's massive, long-term AI compute commitments to both CoreWeave and IREN validate sustained hyperscaler demand and underpin the financing models of both infrastructure pro…
$NVDA···bullish· mediumdaniel roberts
IREN: Nvidia has massive head start in AI silicon; custom chips (Google, Amazon, Meta) emerging but Nvidia roadmap is safest path to scale
Nvidia's ecosystem, standards, and incubated software stack give it a massive lead; custom silicon from hyperscalers is arriving but following Nvidia roadmaps remains the safest w…