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CoreWeave 并非买入标的,高负债以及新债发行带来的股权稀释是负面因素。
CoreWeave也一样,他们也在做一些不一样的事情。我一直不喜欢CoreWeave,因为他们的债务水平极高,而且他们是那种NeoCloud玩家之一,但他们也又筹集了一大笔债务,这会稀释他们的股票,当然其中很大一部分利率相当低,你知道,相比我们看到的其他一些垃圾债要低得多。
但再说一次,这会影响你手中股票的稀释等等。所以大家要小心。
and coreweave too they are doing some different things too. I never like Cory because they're extremely high debt levels and uh they're one of these NeoCloud players, but they too have raised additional bunch of debt which will dilute their stock and of course much of it is at a quite you know quite a low rate compared to some of the other junk stuff we saw.
But again this impacts dilution in your stock etc. So watch out out there.