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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGyoutubenot an explicit trade

CRWV directional thesis

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.

$81.60entry snapshot
pendingcurrent snapshot
— pendingsince mention
“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.”
10:36claim_id mcl_c04ff4e5d967ede111open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 10:36

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
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    "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.",
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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.