$CRWV

Explicit claim • strong conviction • basis: growth vs multiple

data center demand is not slowing down whatsoever I've been adding more Corey of my portfolio they have over a 99 billion dollar and the market cap is just 35 billion dollars I think right at these 65 an amazing risk reward on this company

Explicit claim • strong conviction • basis: explicit term

Coreweave is the latest company having to pay up a to attract investors and a data center related debt sale. The AI computing company just revised the terms of its $2.6 billion leverage loan sale. Mind you, a drop in the bucket compared to the $18 billion they need to pay their bills, offering yields of around 5.5 percentage points above sofur rates. That debt would yield more than 10% at current terms, which include offering the loans at steeper than normal discount values to par in English. Here's just another walk hawk lie. This is how you blow up a bubble.

Explicit claim • strong conviction • basis: multiple relative

Attractive valuation (9x P/S) compared to peers.

Implied claim • moderate conviction • basis: other

a 20% pop doesn’t fix this massive debt burden. I’d rather wait for specific entry levels instead of paying a premium.