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@mf_camillus · Long CRWV
Read asLong CRWV
Since the call—
unrankedThe analyst's rank today
High · 0.93Confidence
Fri, Oct 16Tweeted
Mon, Oct 19 closeCounted from
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—Oct 19
LBM_LXXVIII@MF_CamillusI think a lot of non-credit people are getting carried away by $CRWV related bear porn Keeping it simple - credit mkt complexities aside - a very strong argument against pessimistic views is that many deep-pocketed players have sufficient economic incentives to finance or
LBM_LXXVIII@MF_CamillusCoreWeave's debt dynamics are full of nuances. The company has a multitude of financing instruments backed by different contracts, with different maturities, collateral packages, and counterparties of varying credit quality That naturally makes $CRWV a playground for bear