$CRWV · The Compound · 2026-11-03
说话者即使被付钱也不愿持有 CoreWeave，并不认为这门生意能成，此前曾认为它是一个庞氏骗局。他不确定它是否会归零，指出其目前处于60%的亏损，并承认自己对这只股票一无所知。
逐段跳播
那么，Corweav 的看跌期权是900，80万。这笔交易已经成交了。我想那是最后一笔。已经两周了，或者差不多。
So, the Corweav put option is 900, 800,000. The deal has been transacted. I think that's the last one. It's been 2 weeks. Or around it.
你是 Corweav 的80万看涨期权吗？你想看看吗？
Are you a 800,000 call option on Corweav? Would you like to see?
他们持有的股票互换，包括 Nebius 和 Corweav。
The swap of stocks they own, Including Nebius and Corweav.
CoreWeaving 亏损60%。是的，但我以为这是个庞氏骗局。它会归零吗？我不知道。我不知道。我不认为它行得通。我对这只股票一无所知。我真的不这么认为。
CoreWeaving is at a 60% loss. Yes, but I thought it was a Ponzi scheme. Is it going to zero? I don't know. . I don't know. I don't think it will work. I know nothing about this stock. I I really don't think so.
话说得挺重。我不持有这些股票。我是核心。我不持有 Weav。就算你给我钱，我也不会给你这些。你没法说服他们去买。
Harsh words. I don't have these stocks. I am the core. I do not own Weav. Even if you give me money, I will not give you these. You can't convince them to buy.