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It’s hard to overstate how bad the $CRWV results/guidance were, but consider this: CoreWeave would still be losing money if they depreciated their GPU’s over 10 years! And at a conservative industry-standard 6-yr life, Coreweave would have zero EBIT coverage of their interest. https://t.co/6HiizAOeKs (2) And on top of that insanity, $CRWV seems to be having liquidity issues, as despite 6 months worth of receivables, their “Quick Ratio” has slid to 0.38x at year-end, which is a distressed level. They will need to issue more equity beyond the $NVDA sale, soon, in our opinion.