{"version":"market-claims.v1","claim":{"id":"mcl_c04ff4e5d967ede111","url":"/trace/claims/mcl_c04ff4e5d967ede111","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Intrator directly fades the GPU-depreciation short by naming traders shorting CRWV and asserting his A100s appreciated this year while clients sign five-year contracts. He is taking the long side of the exact debate Michael Burry built his CoreWeave short around.","confidence":0.72,"expert":{"slug":"michael-intrator","displayName":"Michael Intrator","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/8c150c53-5","url":"/trace/experts/michael-intrator","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA&t=636s","sourceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA","timecode":"10:36","startMs":636000,"endMs":null,"excerpt":"my my take on the the uh uh the GPU uh depreciation debate is that it's nonsense, right? It's a debate that is being uh brought to the forefront by uh some traders that have a short position in the stock and they're trying to uh talk down... they're buying it for five years... the A100s, the Ampere, this year, the price has appreciated through the year."},"performance":{"entryPrice":81.596,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"michael-intrator","displayName":"Michael Intrator","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/8c150c53-5","url":"/trace/experts/michael-intrator","claimed":false},"source":{"platform":"YOUTUBE","title":"Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN","sourceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA","publishedAt":"2026-03-23T18:11:13.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA&t=636s","sourceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA","timecode":"10:36","startMs":636000,"endMs":null,"excerpt":"my my take on the the uh uh the GPU uh depreciation debate is that it's nonsense, right? It's a debate that is being uh brought to the forefront by uh some traders that have a short position in the stock and they're trying to uh talk down... they're buying it for five years... the A100s, the Ampere, this year, the price has appreciated through the year.","quote":"my my take on the the uh uh the GPU uh depreciation debate is that it's nonsense, right? It's a debate that is being uh brought to the forefront by uh some traders that have a short position in the stock and they're trying to uh talk down... they're buying it for five years... the A100s, the Ampere, this year, the price has appreciated through the year.","speaker":"Michael Intrator"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":81.596,"currency":"USD","observedAt":"2026-03-23T18:11:13.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"CRWV","assetClass":"EQUITY","price":81.596,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:CRWV","observedAt":"2026-03-23T18:11:13.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}