(https://www.cnbc.com/2026/06/22/spacex-ai-colossus-data-center-reflection.html) with $6.3B in deals locked in—that's not venture success theater, it's a margin compression warning for the entire software stack. When infrastructure pricing collapses, SaaS multiples follow. CRWD just saw insiders dumping $44M in stock last week while Colossus undercuts their cloud margins.

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