[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.]  M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 47.3K followers Created: 2025-07-07 13:14:29 UTC If $CRWV is acquiring $CORZ at a "$20.40/share" valuation, why is the stock down almost 20%? A lot of people seem confused about this, so here’s the explanation: The $XXXXX is a notional value. The deal has already fixed each $CORZ share at XXXXXX shares of $CRWV. This means the actual value of the deal will be determined by $CRWV's stock price when the acquisition closes in Q4. Essentially, $CORZ shareholders are worried that $CRWV's stock price could fall significantly before the deal is finalized. IMO, this makes perfect sense. With the IPO lock-up period ending at the end of Q3, the risk is very real.  XXXXXX engagements  **Related Topics** [$9b](/topic/$9b) [acquisition](/topic/acquisition) [$crwvs](/topic/$crwvs) [stocks](/topic/stocks) [$2040share](/topic/$2040share) [$corz](/topic/$corz) [cunha](/topic/cunha) [$crwv](/topic/$crwv) [Post Link](https://x.com/mvcinvesting/status/1942210613905686989)
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M. V. Cunha @mvcinvesting on x 47.3K followers
Created: 2025-07-07 13:14:29 UTC
If $CRWV is acquiring $CORZ at a "$20.40/share" valuation, why is the stock down almost 20%?
A lot of people seem confused about this, so here’s the explanation:
The $XXXXX is a notional value.
The deal has already fixed each $CORZ share at XXXXXX shares of $CRWV. This means the actual value of the deal will be determined by $CRWV's stock price when the acquisition closes in Q4.
Essentially, $CORZ shareholders are worried that $CRWV's stock price could fall significantly before the deal is finalized.
IMO, this makes perfect sense. With the IPO lock-up period ending at the end of Q3, the risk is very real.
XXXXXX engagements
Related Topics $9b acquisition $crwvs stocks $2040share $corz cunha $crwv
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