Power Contract & Capacity Crucial in CRWV Earnings, "Balancing a Lot" Into Report

So let's go inside out on core weave ahead of earnings. Joining us now is Don Gentiel, analyst in residence hyperframe research. Thank you so much for joining us, Don.So I suppose the bar is a little bit high for some of these names given that we've had all these sort of concerns around capex and also AI valuations. But what are your expectations for core. >> Yeah, so this is a long-term play.You know, revenue is going to be bumpy from quarter to quarter. We're going to see that. But what we're going to be ...