How David Lin ’s view on $CRWV changed

2026-08-24Bearish
“‘We’re In A Financial Crisis’: Treasury Readies $1 Trillion Warchest | Danny Moses”
CRWV will likely never be profitable and has a weak balance sheet; the stock's post-earnings rally reversed, indicating a bearish long-term outlook.

I look at Cororeweave and I don't think they'll ever I don't think they'll ever make money and they obviously it's not a great balance sheet. Look what that stock has done post announcement on the you know the quarter that they quote beat stock went I think from the high 80s low 90s up to what 115 116 we're back below those levels now right so again I think fundamental reality of longer term