HaroldAnderson
09-22 13:50

$CoreWeave, Inc.(CRWV)$  Smart hedge fund types seem to think CRWV is going to get bought by a big data center player, with Anthropic at the top of the list. They may wait until after the IPO to avoid slowing things down, but it looks like a no-brainer. Buy and build data centers with overvalued stock instead of dealing with the cash burn they signed up for. The heavy volume looks like smart hedge funds positioning for that outcome. $120 trade.

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