← @matthew_sigel

$CRWV

BULLISH2026-05-06
Price around the call
2026-05-06
By horizon✗ miss-21.6%
1d
-12.2%
5d
-13.6%
21d
-21.6%
Original post
matthew sigel, recovering CFA · 2026-05-06

$CRWV: Priced $3.1B loan today at S+450 (vs S+500 expected), reinforcing improving credit environment for these guys. Aligns with what $CIFR mentioned on their call yesterday: seeing interesting and improving financing environment for neo-clouds which is leading to them to consider other types of agreements for their DC's (participating in the compute/chips at some sites).

View on X ↗