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@KerrisdaleCap "We're short $CRWV. Report at $CRWV has shot to a $75B valuation on technicals and hype but strip away the noise and its just a levered GPU rental shop with lousy economics. 1/10"
X Link @KerrisdaleCap 2025-09-15T13:09Z 86.4K followers, 493.6K engagements

"We're short $BMNR. Report at The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8"
X Link @KerrisdaleCap 2025-10-08T13:47Z 86.4K followers, 932.7K engagements

"$CWRV is not the future of AI infrastructure. Its other peoples chips in other peoples data centers financed with other peoples money. Lenders may get paid but equity holders get left holding the bag. Fair value: $XX. 10/10"
X Link @KerrisdaleCap 2025-09-15T13:13Z 86.5K followers, 22.5K engagements