$CORZ pushing for the $CRWV acquisition was a massive mistake
Not just for the obvious reasons The CEO just confirmed that hyperscalers and other large potential tenants stopped talking to them That left them negotiating with smaller neoclouds, which would’ve obviously cratered credit quality and pricing
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$CORZ pushing for the $CRWV acquisition was a massive mistake
Not just for the obvious reasons
The CEO just confirmed that hyperscalers and other large potential tenants stopped talking to them
That left them negotiating with smaller neoclouds, which would’ve obviously cratered credit quality and pricing