(https://www.marketwatch.com/story/neocloud-stocks-like-coreweave-are-having-a-moment-and-times-running-out-to-cash-in-8aca34c8?mod=mw_rss_topstories), but BCA just buried the thesis: they're "cyclical leasing companies." That's analyst-speak for "we priced in 30-year cash flows and charged 8x revenue." Meanwhile, CoreWeave's CDO is selling aggressively — $15.6B in insider activity over the last month, with McBee Brannin offloading at $102-$104 on Aug 17.

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