My view on crwv is that its fundamentals are much stronger than nbis. Players of nbis should pay attention. However, there are two things that make it difficult to find a good entry point right now: 1. The Corz/crwv arbitrage trade; this acquisition needs to either fall through or close for a better holding experience. Otherwise, the arbitrageurs coming in every day is really quite frustrating. 2. crwv is about to IPO, and those who are locked up will soon be selling, but this is a one-time negative. I will wait patiently.