中文翻译
@Solar_Twelve 我实际上已经触及了 X 平台股票代码数量的上限，否则我会讨论更多从 $AMD 到 $CRWV 的内容。不过，Coreweave 确实是新云(Neocloud)交易的核心，但相比 NBIS 或 CIFR，其债务状况相当糟糕。
· 供应链分析
Coreweave是新云核心但债务风险高于同行。
英文原文
@Solar_Twelve I actually hit the X ticker maximum otherwise I would have talked about more stuff from $AMD to $CRWV. But yeah, Coreweave is at the center of the Neocloud trade but they have pretty toxic debt compared to NBIS or CIFR.