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michael intrator

T3 · host / generalist
5 calls·3 names·100% bull·last heard 5 months ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CRWVCoreWeaveposition

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.

All-In Podcast2026-03→
2ndhigh conviction
$NVDANvidiaposition

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 deep integration advantage.

All-In Podcast2026-03→
3rdmedium conviction
$MSFTMicrosoft

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 providers.

All-In Podcast2026-03→

most discussed · click a bar to filter

recurring themes

5 total
$CRWV
···
CoreWeave
HIGHmichael intrator·All-In Podcast·5 months ago· position
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.
"Look, I I have been truly steadfast in this for years now. For for for 4 years, the depth of the demand for the service we provide has been relentless and overwhelms the global ca…"
24:15
$CRWV
···
CoreWeave
HIGHmichael intrator·All-In Podcast·5 months ago· position
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 narrative is driven by short sellers.
"So so my my take on the the GPU depreciation debate is that it's nonsense right? It's a debate that is being brought to the forefront by some traders that have a short position in…"
10:39
$CRWV
···
CoreWeave
HIGHmichael intrator·All-In Podcast·5 months ago· position
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 of capital 600 basis points toward hyperscaler levels.
"Coreweave is really been the innovator around a lot of the financing engines that have come to bear on this. We did the first GPU-based uh loans. Um and like I I think it's import…"
18:44
$NVDA
···
Nvidia
HIGHmichael intrator·All-In Podcast·5 months ago· position
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 deep integration advantage.
"we are we are the tip of the spear in bringing, um, the new architecture, uh, out of Nvidia, uh, into uh, into commercial production at scale. Yeah. uh, so when when, you know, we…"
9:22
$MSFT
···
Microsoft
MEDmichael intrator·All-In Podcast·5 months ago
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 providers.
"Microsoft comes to us and says, "We'd like to buy some thing." And we say, "Okay, great. We're going to sign a contract." Once I have a contract in hand... Microsoft's one of our…"
18:44