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But we saved everything 🙂.
Matthew Sigel highlights that common shares increased by about 1.13 billion from the Bitcoin pivot through June 2026. Over 60% of these were issued after June 2025, following the peak in the stock's price.
Sigel adds that the Series 10 ratchet was disclosed in the March 2024 annual report only days before.
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Earlier, Sigel reported that CRWV raised full-year revenue guidance by $400 million after posting $2.6 billion in revenue and improving margins in recent results here. He also projected that AI semiconductor revenue could double to $230 billion in fiscal 2028, driven by strong data center demand here. These updates come as the company navigates new share issuances and shifting financial disclosures.