For me, B is the standout beca

For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.

💰Stocks to watch today?(6 October）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

AaronJe
10-05 13:52
AaronJe
Capex can tell a great story until refinancing gets pricey. That funding risk can crush the bull case fast

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":615205161136640,"tweetId":"615205161136640","gmtCreate":1791177364291,"gmtModify":1791177367258,"author":{"id":4252393041885622,"idStr":"4252393041885622","authorId":4252393041885622,"authorIdStr":"4252393041885622","name":"Kentzw","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.10.06","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1793852402872,"sortingWeight":0,"wearable":1}],"fanSize":41,"starInvestorFlag":false},"themes":[{"themeId":"470d3ab575ca43caaed8156645b7ccbe","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"💰Stocks to watch today?(6 October）","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":470d3ab575ca43caaed8156645b7ccbe}&rnconfig={\"headerBarHidden\": true}","description":"1. What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.</body></html>","htmlText":"<html><head></head><body>For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.</body></html>","text":"For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/615205161136640","repostId":0,"isVote":1,"tweetType":1,"viewCount":269,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":178,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":615221761179744,"commentId":"615221761179744","gmtCreate":1791179537147,"gmtModify":1791184992382,"authorId":9000000000000134,"author":{"id":9000000000000134,"idStr":"9000000000000134","authorId":9000000000000134,"name":"AaronJe","avatar":"https://community-static.tradeup.com/news/e4db1ec8dcd3e234ca0ac0d6533a5b5b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":615205161136640,"objectIdStr":"615205161136640","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Capex can tell a great story until refinancing gets pricey. That funding risk can crush the bull case fast","text":"Capex can tell a great story until refinancing gets pricey. That funding risk can crush the bull case fast","html":"Capex can tell a great story until refinancing gets pricey. That funding risk can crush the bull case fast","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615205161136640"}