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![mikealfred Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::95257097.png) Mike Alfred [@mikealfred](/creator/twitter/mikealfred) on x 209.4K followers
Created: 2025-07-08 19:43:14 UTC

CORZ is not an appetizing merger arb due to fixed share price conversion ratio, tiny CRWV float and high valuation, and difficult and expensive borrow.

But if a surprise all cash bid comes in from a white knight with clout like Microsoft or Meta, I instantly become interested.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942670834704998879/c:line.svg)

**Related Topics**
[meta](/topic/meta)
[knight](/topic/knight)
[arb](/topic/arb)
[corporate finance](/topic/corporate-finance)
[microsoft](/topic/microsoft)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/mikealfred/status/1942670834704998879)