Nebulizer
@SMASIMHO
Current Status: Full Port $NBIS
Substack @nebulizerlabs
Opinions are biased. Portfolio is undiversified.
加入 November 2025
187 正在关注 12.3K 粉丝
"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.
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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
