CRWV 目前的定价或许不是最优，但客户对它非常满意，Nvidia 也满意它对其产品的呈现方式；它实质上就是 Nvidia 数据中心的参考设计。CRWV、Nebius 与 IREN 之间存在很大的执行力差距。
逐段跳播
所以，Core 在盘后交易中受到了打击。
So, Core's getting hit after hours.
不是 Nebius，但他明确评论过 CoreWeave。那么，他们现在可能没有最好的定价。客户对他们的服务非常满意。NVIDIA 肯定对他们展示产品的方式感到满意。他们基本上就是 NVIDIA 数据中心的参考设计。
Well not not Nebius but he has explicitly commented on cororeweave. then I mean they might not have the great greatest pricing right now. Um customers are very happy with their services.
Uh Nvidia is definitely happy with the way that they are representing their products. um they're essentially the reference design for data centers for NVIDIA
就连 CoreWeave 和 Nebius 之间也有相当大的差异，还有很多人说是第三名的 IN，我认为仅这三家公司之间就存在巨大的执行力差异。
there's quite a big differentiation between even Corweave and Nebius and let's say IN which a lot of people say is third place and they're like I think there's a huge execution difference just between those three names.
这个频道对 $CRWV 的历次判断
Jose Najarro Stocks 在这只股票上共 8 条判断，这里只列相邻的几条。