$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

In my opinion, and it's just my opinion, Cororeweave is an incredibly overvalued company. It's a company that loses over $1.9 billion dollars a year. Negative P ratio. And yes, there's high growth expectations for it.

Explicit claim • strong conviction • basis: fair value gap

I want to share with you my fair value estimate for Nvidia stock, and share with you my fair value estimate for Cororeweave, and update the buy, hold, or sell rating for each of these two companies.

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.