{"version":"market-claims.v1","claim":{"id":"mcl_ede5e997e566f8d948","url":"/trace/claims/mcl_ede5e997e566f8d948","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"The math doesn't work: this GPU landlord spends 3.6 times its revenue on building capacity versus the idealized 1.8, so either it really sucks at this or the numbers are 50% off before margins.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=UiAVylcHKfc&t=7860s","sourceUrl":"https://youtube.com/watch?v=UiAVylcHKfc","timecode":"131:00","startMs":7860000,"endMs":null,"excerpt":"So I feel like the numbers seem incredibly optimistic. It's more like forward-looking. Yeah. Looking at CoreWeave, this is not at all what we're seeing with CoreWeave."},"performance":{"entryPrice":114.3,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"source":{"platform":"YOUTUBE","title":"Swatch AP Collab, Cerebras IPO, Trump Visits China, Match Group CEO Joins","sourceUrl":"https://youtube.com/watch?v=UiAVylcHKfc","publishedAt":"2026-05-11T20:08:19.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=UiAVylcHKfc&t=7860s","sourceUrl":"https://youtube.com/watch?v=UiAVylcHKfc","timecode":"131:00","startMs":7860000,"endMs":null,"excerpt":"So I feel like the numbers seem incredibly optimistic. It's more like forward-looking. Yeah. Looking at CoreWeave, this is not at all what we're seeing with CoreWeave.","quote":"So I feel like the numbers seem incredibly optimistic. It's more like forward-looking. Yeah. Looking at CoreWeave, this is not at all what we're seeing with CoreWeave.","speaker":"John Coogan"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":114.3,"currency":"USD","observedAt":"2026-05-11T20:08:19.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"CRWV","assetClass":"EQUITY","price":114.3,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:CRWV","observedAt":"2026-05-11T20:08:19.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}