$CRWV · David Lin · 2026-10-31
CRWV 杠杆很高，大部分债务为有担保债务，债券收益率达 15-16%，是当前市场中最该回避的公司典型；在主要支撑位反弹中交易过后，说话者已离场，并在情况更明朗前保持观望，关注 $51 能否守住，并表示更大的潜在回报并不能抵消更大的可能亏损。
逐段跳播
说到被打击的股票和人们讨厌的东西，人们现在真的很讨厌 Coreweave。我们能聊聊 Coreweave，然后我想聊 Micron，然后在收尾前再聊些别的。但是的，Coreweave 是另一家负债很多、有大量巨额资本开支建设、杠杆很高的公司。它们的债券收益率达到了15%到16%。
Well uh speaking of beaten down names and things that people hate people really hate corore we reweave right now. Can we just talk about Cororeweave and then I want to get into Micron then we'll talk about some other things before we close off.
But uh yeah, Cororeweave is another company with a lot of debt uh lot of big huge capex buildout and uh just highly levered. They're they're they're debt after you reach 15 16% in bond yield.
所以它确实触及了主要支撑位。我们看到了从该位置的反弹。你可以看到，这里正好有一个缺口回补，而且这也是从这个低点到这个高点的斐波那契886回撤位。所以它确实出现了反弹。现在我在观察，我目前没有持仓，但我在密切关注。它能守住51美元这个位置吗？
So core it did tag major support. We got a bounce off of it. You can see right here there's a gap fill and it was also a Fibonacci 886 retrace from this low to this high. So it did get a bounce.
Now, I'm watching, and I'm not in this right now, but I'm watching very closely. Does it hold this $51 level?
Cororeweave，我之前是为了做反弹而持仓的。现在已经出来了，还是因为，就像你说的，这只股票的情况稍微棘手一些，因为它的债务负担。它很大一部分债务是有担保债务，而不是无担保债务，这会有一些差别。
但不管怎样，在当前这种市场环境下，它算是“别做这种公司”的典型代表。所以对我来说，在情况更明朗之前，我会远离它。
Cororeweave, I was in for the bounce. I'm out now just because again, this one, like you're saying, is a little bit of a trickier scenario because of their debt load. A lot of their debt is secured debt versus unsecured, which makes a little bit of a difference.
But either way, this is kind of the poster child for the don't be this company type scenario in this type of market. So for me, I'm staying away from it until I get more clarity.
我认为关键在于，在一个人们感到恐惧的市场里，最优质的龙头是第一位的。比如你要买科技股，怎么能不选Google或者Oracle这类更大的名字，反而去承担更大风险买Coreweave这样的股票呢？
I think the key is in a market where people are scared, best of breed is number one. Like if you're going to pick up tech, how do you not go with a Google or you know an Oracle, one of the bigger names, the versus taking more risk on something like Coreweave?
因为你可能获得15倍回报，而不是大概3倍。我想这就是你愿意承担更多风险的唯一理由。是的。你说得对。在Cory身上这有可能吗？绝对有可能。但对我来说，至少作为一个更有经验的投资者，我吃过苦头才明白，当亏损也可能更大时，更高的回报并不总是积累财富的最佳方案。
Because you could probably get 15x return instead of maybe three. I guess that's the only reason you would take on more risk. Yes. And you're right. And and is that possible in Cory?
Absolutely. But but you have to for me at least as as a more seasoned investor. I learned the hard way that more return when the loss can be even greater too is not always the best solution if you want to build wealth.
这个频道对 $CRWV 的历次判断
David Lin 在这只股票上共 5 条判断，这里只列相邻的几条。