For me, B is the standout beca

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Kentzw
10-05 13:16

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）

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