Tellvest

Companies Economy Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Josh Baer (Morgan Stanley) — Tellvest

Analysts/Josh Baer

Josh Baer

Morgan Stanley

TechnologyCommunication Services

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

50%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '25Q1 '26

Focus Areas5 topics

Capex Investment3Revenue Growth2Supply Chain1Capital Allocation1Cloud & AI1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

CRWVCoreWeave, Inc. Class A Common Stock1 quarter

2025 Q4

If you're moving faster, why didn't that show up in the active power and the revenue?

ChallengingRevenue GrowthCapex InvestmentView in transcript →

NBISNebius Group N.V.33% challenging2 quarters

2026 Q1

Can you address the media reports indicating delays at the Vineland, New Jersey site?

ChallengingCapex InvestmentSupply ChainView in transcript →

2025 Q4

who asks about our CapEx financing plans

Capex InvestmentCapital AllocationView in transcript →

what proportion of your customers utilize your software and services in addition to your compute capacity?

Cloud & AIRevenue GrowthView in transcript →