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Who needs proof of annual recurring revenue when you have recurring purchasing orders?

 ▶Another day, disclosure from CoreWeave $CRWV of another deal with another giant...

This time it’s a $14.2 billion agreement extension with Meta $META or as I put it on social media....

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Herb On The Street
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Herb Greenberg's Red Flag Alerts
Herb Greenberg On The Street
And why its reliance on private credit has a familiar ring to it.

The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...

Herb Greenberg's Red Flag Alerts
Herb Greenberg On The Street
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