{"version":"market-claims.v1","claim":{"id":"mcl_8fce9c0bc2b4429bb7","url":"/trace/claims/mcl_8fce9c0bc2b4429bb7","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"A neocloud whose fleet is virtually sold out keeps its pricing power as GPU compute stays scarce into 2027, and those rental rents flow straight to the operator built to aggregate that demand.","confidence":0.72,"expert":{"slug":"bernhardsson","displayName":"Erik Bernhardsson","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/77fd9ca2-2","url":"/trace/experts/bernhardsson","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=OWT9LF8bVE0&t=8694s","sourceUrl":"https://youtube.com/watch?v=OWT9LF8bVE0","timecode":"144:54","startMs":8694000,"endMs":null,"excerpt":"We look at it a lot."},"performance":{"entryPrice":108.08,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"bernhardsson","displayName":"Erik Bernhardsson","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/77fd9ca2-2","url":"/trace/experts/bernhardsson","claimed":false},"source":{"platform":"YOUTUBE","title":"Spotify CEO Joins, Alex Tabarrok Joins, Lots of news from SpaceX, Anthropic, OpenAI, Nvidia and Meta","sourceUrl":"https://youtube.com/watch?v=OWT9LF8bVE0","publishedAt":"2026-05-21T20:23:53.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=OWT9LF8bVE0&t=8694s","sourceUrl":"https://youtube.com/watch?v=OWT9LF8bVE0","timecode":"144:54","startMs":8694000,"endMs":null,"excerpt":"We look at it a lot.","quote":"We look at it a lot.","speaker":"Speaker F (Eric, Modal Labs)"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":108.08,"currency":"USD","observedAt":"2026-05-21T20:23:53.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"CRWV","assetClass":"EQUITY","price":108.08,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:CRWV","observedAt":"2026-05-21T20:23:53.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}