RT @RHouseResearch: Saw a lot of "Brad Gerstner Sold All of His CRWV" headlines going around yesterday.. If you actually watch the entire conversation, he comes off to me as pretty positive.. "I don't own any CoreWeave today.. Over the course of the last 3 months we took our exposure down not because of anything specific to CoreWeave but.. because.. AI is overshot. We moved 10% of our book two months ago into Meta.. We had to go somewhere to get that capital.. Let me say a few things about CoreWeave. Number one, the team that's running CoreWeave, one of the best in the business. 90% of the stuff that I read out there is misinformation with respect to CoreWeave.. There's probably opportunity today in CoreWeave in both the equity and the debt. I'm sure my team is back at the shop working
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