Nebulizer
@SMASIMHO
Current Status: Full Port $NBIS
Substack @nebulizerlabs
Opinions are biased. Portfolio is undiversified.
参加 November 2025
187 フォロー中 12.3K ファン
"CoreWeave has no innate defense."
Cramer finally capitulating on $CRWV after being the biggest industry shill since IPO.
If this isn't a bottom signal I don't know what is. Bullish.
もっと見る
Here's the issue: Coreweave has no innate defense. There can't be a buyback or a dividend. There could be a debt buyback arbitrage i guess. But no matter what Michael Intrator: CANCEL YOUR SELLING
