Post by Oguz Erkan on X
Oguz Erkan@oguzerkan
X$CRWV backlog has gone from $25 billion to $104 billion in 6 quarters.
If they included $25 billion customer commitments came in the early days of Q3, QoQ growth would be 31%.
We aren’t bullish enough.

397 likes19 repliesPosted Aug 11, 2026