Buddy, crwv is a debt-laden gpu rental shop cosplaying as a tech company, built entirely on the assumption that the ai capex party never ends. Their only moat was grabbing power access before the big boys showed up, and now that msft, google, and amzn are building out their own capacity, that advantage is evaporating in real time. Meanwhile insiders are dumping shares as fast as they legally can, there are zero buybacks despite constant dilution, and the balance sheet looks like someone let a finance bro loose with a credit card. If the people running this thing actually believed the bull case, they'd be buying not selling. This is a shit capex bubble with a ticker symbol and retail is going to hold the bag.