Everyone's blaming Meta for (https://www.marketwatch.com/story/coreweave-nebius-shares-tumble-as-meta-stands-to-become-a-fresh-threat-in-the-cloud-a47c3616?mod=mw_rss_topstories). I'm blaming CoreWeave's own fundamentals. The data doesn't lie: CRWV posted -23.3% net margins, -$1.4B insider selling in 90 days, and ROIC of -0.1%. This isn't a disruption story — it's a cash burn story masquerading as growth.

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