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@u5sigma2 · Exit CRWV
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—Oct 19
u-.5sigma^2@U5sigma2Reminder that you don’t need to go knife catching at the epicenter of market turmoil to earn outsized returns. Coreweave is so wildly levered, it’s just an option with extreme convexity. The chance of it going to zero is very real. Manage positions accordingly. If the bull
