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![mvcinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1285902652111499265.png) M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.2K 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.

![](https://pbs.twimg.com/media/GvQc9IhXAAA93FA.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942210613905686989/c:line.svg)

**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)