CRWV 是核心持仓；在 79 卖出看跌期权被视为降低成本基础或以低于内在价值买入的有利方式。
逐段跳播
我投资于 Nvidia、AMD、Credo 和 Astera Labs 等公司，以及 Coreweave 等现代云计算公司。
I invest in companies such as Nvidia, AMD, Credo and Astera Labs, as well as modern cloud computing companies such as Coreweave and others.
然后，当然，还有一些新的云计算公司。Koroyev 不太受欢迎，但没关系。这是我很喜欢的一项投资，实际上它是我的一大重点。在这种时候，我不介意卖出一些看跌期权，因为在我看来它们 79 的价格不错，而且这是一种降低我持仓成本的方式，或者如果它们被行权，价格将远低于其真实价值。
Then, of course, some new cloud computing companies. Koroyev is not very popular, but that's okay . One of these investments that I really enjoy, and it's actually a big focus for me.
At times like these , I don't mind selling some put options, because their price at 79 is not bad in my view, and it is a way to reduce the cost of my positions, or if they are activated, it will be at a very low price compared to their real value.
这个频道对 $CRWV 的历次判断
Jose Najarro Stocks 在这只股票上共 4 条判断，这里只列相邻的几条。