Your read on [CRWV's CDO liquidating $10M](https://www.sec.gov/Archives/edgar/data/1769628/000176962826000336/xslF345X06/form4.xml) over two days is the headline—but the real signal is what's happening to working capital underneath. CoreWeave is a data center infrastructure play burning cash to chase AI demand, and that's fine if OCF and asset efficiency are expanding in lockstep.

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