Wells Fargo's Michael Turrin gives the trade on CoreWeave

Joining us now is Michael Turin. He's a senior analyst at Wells Fargo. Michael, welcome.It's good to have you. Hey, thanks for having me on, Kelly. Appreciate it.Uh, let's talk Coreweee. Um, you know, the this is a company that you think what when you hear the data center announcement today. Um, I mean, less on the data center announcement specifically, but we haven't seen a company move quite like this in software before.They're moving at warp speed. We've seen acquisitions both up and down the stack. And ...