I still see long-term potential in CRWV and NBIS, as AI computing demand remains strong. However, their massive capital expenditure, financing costs and cash flow requirements make me cautious. Rapid revenue growth alone is not enough without a clear path to profitability.
My strategy is to wait for earnings and management guidance before making further moves. I would rather miss the initial rally than rush into a position without confirmation. For now, I prefer solid fundamentals and sustainable growth over chasing explosive revenue numbers.
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