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SuspendedCap — sniff.trade
← SuspendedCap
1 trades tracked · SuspendedCap · 1mo ago
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CRW
CRWV
SHORT
FIRST CALL
“there was excess / unused supply in the market and eventually the market trued it up”
@ContrarianCurse
· SuspendedCap
GPU rental rates rolling over on excess supply compresses CoreWeave's revenue and margins.
CRW
CRWV
SHORT
@ $97.90
$71.86
+26.60%
since call Jun 26
peak
+37.0%
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