[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@KerrisdaleCap](/creator/twitter/KerrisdaleCap) "$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](https://x.com/KerrisdaleCap/status/1967577397303357531) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-09-15T13:13Z 86.4K followers, 22.5K engagements "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](https://x.com/KerrisdaleCap/status/1967576458639102061) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-09-15T13:09Z 86.4K followers, 493.5K 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](https://x.com/KerrisdaleCap/status/1975920998240124934) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-10-08T13:47Z 86.4K followers, 931.6K engagements "Were short $PSTG. Report available at Pure Storage has gone from disruptor to disrupted. We believe its hyperscaler strategy will disappoint while its core enterprise storage products face declining differentiation (1/10)" [X Link](https://x.com/KerrisdaleCap/status/1963590030057669010) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-09-04T13:08Z 86.4K followers, 43.7K engagements "DATs are just pretty dumb. In what world can rando after rando launch shell after shell to issue equity endlessly to accumulate the same liquid tradable asset without all the shells trading down to a discount to their NAVs 8/9" [X Link](https://x.com/KerrisdaleCap/status/1975922876839522580) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-10-08T13:54Z 86.4K followers, 26.7K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@KerrisdaleCap
"$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 86.4K followers, 22.5K engagements
"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, 493.5K 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, 931.6K engagements
"Were short $PSTG. Report available at Pure Storage has gone from disruptor to disrupted. We believe its hyperscaler strategy will disappoint while its core enterprise storage products face declining differentiation (1/10)"
X Link @KerrisdaleCap 2025-09-04T13:08Z 86.4K followers, 43.7K engagements
"DATs are just pretty dumb. In what world can rando after rando launch shell after shell to issue equity endlessly to accumulate the same liquid tradable asset without all the shells trading down to a discount to their NAVs 8/9"
X Link @KerrisdaleCap 2025-10-08T13:54Z 86.4K followers, 26.7K engagements
/creator/twitter::486139568/posts