· 业绩复盘
我昨天以 $CRWV $122.5 买入，今天以 $138.1 卖出。纯粹是时机运气好。我还没来得及深入分析 META 的合同，但鉴于 META 和其他超大规模云服务商(hyperscalers)目前急需算力，这对 $IREN 和 $NBIS 来说是非常看涨的。虽然我卖出了，但我吃完沙拉后可能会花一两个小时研究一下合同和估值。个人而言，我一直更喜欢其他新云(neoclouds)公司而非 CRWV，主要是因为债务利息问题，但也许 META 的合同会让我重新考虑将其作为长期持有标的，我需要进一步研究。
I had $CRWV yesterday $122.5, and sold it $138.1 today. Just got lucky with timing. I didn't have enough time to do a deep dive into the META contract yet, but just because META and other hyperscalers are looking for compute now this is insanely bullish for $IREN $NBIS. I did sell but I'll probably spend an hour or two to look into the contract + valuation after I eat some salad. Personally I've always liked the other neoclouds more than crwv just cause of debt interest, but maybe the meta contracts would make me reconsider this as a long, ill need to look into it more