Shared opinion image
CRWV低位确实有承接，但还不足以证明底部已经形成，所以抄底要慢慢来，别玩太大，防备它重演7月份跌破通道下轨、反弹一两天又继续下杀的走势。
crwv的融资成本实际上是9%，但市场给了它前瞻15%的成本定价，进而带崩了正股。其实计算下来，crwv盈利模式收益率最差情况也还有15%的利润率。
很多人说这些公司是英伟达的亲儿子，每次最新的芯片都优先提供给他们，这些公司真的有点这个爆雷的意思。
In my view, this is nothing but a financing scare, not a business scare. CoreWeave has about $104 billion of signed contracts in the biggest computing shortage we've ever seen, so the volatility is an opportunity.
