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Nobody Tell CoreWeave It's Not a Business $CRWV $IREN $NBIS https://t.co/77kojD7vVo (2) The author makes the very salient point that the neocloud moats are both dug and filled by $NVDA, who can breach or bypass those same moats whenever it chooses. Whether by allocation policies, price hikes, etc. The neoclouds are financial conduits, not technology companies.