What Couch Investor said in this video:
- CRWVneutralThe host says CRWV is not broken, but argues that by buying Nvidia chips with borrowed money and locking in long leases when the market was scared, it now misses the rent boom and pays for that safety in foregone upside; last quarter's $640 million interest expense dwarfed $128 million of adjusted operating income, and repricing only arrives as old leases expire.Source