$CRWV 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 𝗮𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗰𝗹𝗼𝘀𝗲. 𝗜'𝗺 𝗴𝗼𝗶𝗻𝗴 𝗶𝗻 𝗰𝗮𝘂𝘁𝗶𝗼𝘂𝘀𝗹𝘆 𝗯𝘂𝗹𝗹𝗶𝘀𝗵. Its debt now prices by customer. The loan backed by an investment-grade customer won an A rating. The two since then came in below investment grade, at wider spreads. Tuesday I want to know who signed the $25 B+ added early in Q3, because that decides what the build costs to fund.
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