Joe(@joedab12):$CRWV getting killed for their toxic debt, rightfully so.... Is this creating an opportunity to buy similar companies like $NBIS $IREN $APLD $CIFR $BTDR $MARA $CLSK and others? Maybe- I'm not buying any of them today. Curious what everyone thinks though.

Joe

@joedab12

Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop

加入 March 2013

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Joe@joedab12

2026.10.14 13:58

$CRWV getting killed for their toxic debt, rightfully so.... Is this creating an opportunity to buy similar companies like $NBIS $IREN $APLD $CIFR $BTDR $MARA $CLSK and others? Maybe- I'm not buying any of them today. Curious what everyone thinks though.