$CoreWeave, Inc.(CRWV)$  The only thing driving this market over the last two weeks is fear. There is plenty of room for failure here, but we are only seeing $Meta Platforms, Inc.(META)$  and others double down on their investments, which bodes well for Coreweave and similar names. These companies are much better positioned to understand the risks, and to them there does not appear to be any.

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