JPMorgan upgraded CRWV to Overweight on Sept. 24 (target $125 from $120), citing AI compute demand and premium pricing on short-term contracts. Before reading much into that, look at who pays the bills. FY2025. The 10-K (filed 2026-03-02) says: "We recognized an aggregate of approximately 67% of our revenue from our top customer, Microsoft, for the year ended December 31, 2025." That was up from 62% in 2024. 2026. The 10-Qs give percentages but no names: Q1: Customer A: 45%, Custome
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