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0 sats \ 0 replies \ @HardMoney OP 6h \ parent \ on: Core Scientific / Coreweave deal analysis Stacker_Stocks
Yes, discount to purchase price to account for downside potential of crwv stock trading down resulting in a lower implied price since stock deal is fixed.
Alternatively if crwv goes up Corz is worth more than the ~$20 implied price today
This backdrop is the reason for the infamous “study clause” and defamation narrative against Kyler that took the league by storm lol
Bidwell is a terrible owner. Very toxic and involved. Keim had a few good moves as the gm but sucked at drafting and made terrible decisions the last few years of his tenure