“I've been short a while. The stock is down 60% for the year. ... the slightest good news can cause a counter-rally.”
SE
Steve Eisman
The Real Eisman Playbook ·
“You recommended shorting it in June, and the stock is down over 40% since then.”
Monetary Matters with Jack Farley · "Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros"
Play from 21:42
21:42
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What was described
shorted CoreWeave stock in June
stock down over 40% since June; implied default rate 60%
Said nearby on the same subject
“We're short Caterpillar… the stock's at 40 times… it's hard to see how that's six or eight years… probably more like three or four years”
♫
Said on Monetary Matters with Jack Farley
“Our May, June timeframe is 4X January”
PS
Part Street
The Watson Weekly: eCommerce Strategy & News ·
“You can repurpose YouTube videos into SEO optimized blog posts, into short form clips that are SEO optimized for TikTok, Instagram, YouTube shorts, into email newsletters, and other variations of short form content.”
RD
Ryan Dozer
Found in AI: AI Search Visibility, SEO, & GEO ·
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