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@danielisdizzy · Long CRWV
Read asLong CRWV
Since the call—
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Thu, Oct 15Tweeted
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—Oct 19
Daniel@danielisdizzyThe $CRWV selloff over its bonds yielding 15% is completely irrational. 15% is NOT the interest rate CoreWeave is paying on its debt. And this is exactly why its $130B backlog matters so much. CoreWeave is actively securing cheaper financing by using GPUs and long-term
