CRWV债务风险较高，但可能在9月11日至14日附近见底；基本面相对同业偏空，技术面中性偏建设性。
逐段跳播
Coreweave 获得买盘，实际上，它们只是负债极高。我真的更看好 Nebius 而不是它们，但它们的折现率更低。
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，
Coreweave,
我对 Coreweave 稍微更担心一些，因为它们确实有很多债务，但它们也可能就在这里找到了底部，就在这个时间点，大约在 9 月 11 日到 14 日这个区域，就在这里。呃，所以我已经放弃了我那个数据中心接盘侠论点的判断，公平地说，这些家伙在第一周、第二周确实很痛苦。
很多都是直线下跌。我的意思是，这里就是直线下跌。如果你看 core，我认为这现在已经成为过去。
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.
这个频道对 $CRWV 的历次判断
Meet Kevin 在这只股票上共 7 条判断，这里只列相邻的几条。