CRWV has high debt risk but likely bottomed near Sept 11-14; bearish on fundamentals relative to peers, neutral/constructive on technicals.

Coreweave catching a bid does actually they they're just highly indebted. I I really prefer Nebius over them, but they're less of a discount rate.

Coreweave,

I'm a little bit more worried about Coreweave because they do have a lot of debt, but they may have also found their bottom right here at this time right around the September 11th to 14th zone right here.

Uh, and so I've killed my my call of the data center bag holder thesis, which in fairness, these guys were suffering through like the first second week. It's been straight down on a lot.

I mean, this is straight down right here. If you look on core, I think this is now behind us.