中文翻译
这条推文经得起时间考验，$CRWV 过去一个月下跌约 28%。 我觉得最好的空头其实是多头投资者或波段交易者。 如果你看到 Coreweave 或 $CRCL 在 200 美元时的危险信号，与其回避，不如反向操作。 话虽如此，$NBIS 等其他股票正随着板块被算法性打压。 我一次又一次地注意到，并非所有新云服务商(Neoclouds)都是一样的。 - 一家新云服务商可能有数十亿美元的年度债务利息，损害自由现金流(FCF) - 另一家则可能没有……
· 个股论点
CRWV大跌验证看空逻辑，警示新云债务风险差异。
英文原文
This aged well, $CRWV down ~28% in the past month. I feel like the best bears would actually be long investors or swing traders. If you see red flags, with Coreweave or $CRCL at $200, can always play the other direction instead of avoiding it. That being said, $NBIS and others have been being brought down algorithmically with the sector I’ve noticed this again and again, not all Neoclouds are built the same. - One Neocloud might have billions in yearly debt interest hurting FCF - The other Neocloud might not…