@Stockspy1@TheBiggestHoss playing with fire here :) one thing is to short at 107, after price almost doubled in a month. Another thing is to do it at 88...
@timoassi They have different funding strategies. For the complete picture, you might like to mention amount of dilution for current shareholders by $NBIS via convertibles and atm equity issuance.
@PegasusFund@RHouseResearch Good to see constructive debate. However, your statement that CRWV can’t compete with hypers seems like a given. Can you envision eventuality that over the next couple of years CRWV builds out capacity to generate sufficient cashflow to sustain (if not grow) their business?
@OberynJaksho@MoodyWriter13 Sounds about right. I’m amazed how little concern was there after Q2 2026 disclosure on massive ATM share issuance. The cult followers just swallowed it.