CRWV bond yields spike and everyone suddenly discovers CoreWeave's business model is broken
SumitGup · x · 2026-10-15
DeepSail Capital mocks the market's sudden pivot on CoreWeave ($CRWV): as its bond yields rise, investors abruptly "realize" the business model is weak — though nothing about the business changed in six months. The due diligence, the author notes, only starts when the chart stops going up.
Related event: CoreWeave Bonds Slump as Yields Hit 15.1%, Spreads Top 1000bps(12 posts)→
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