中文翻译
@MEijkelenborg 你忽略了现金流可见性以及规模化效应。目前只有 $CRWV 在财报中体现了这一点，其他公司尚未实现规模化收入，且利润率也未显现。
· 个股论点
指出仅CRWV具备规模化现金流可见性，其他公司尚未实现。
涉及标的： $CRWV
英文原文
@MEijkelenborg You're missing cash-flow visibility and at scale. Only $CRWV has that show up in earnings right now, none of the companies have fully executed revenue at scale yet with margins showing up for it.