Serenity: Maintains Bearish Outlook on CRWV as Company Debt Interest Significantly Erodes Cash Flow

August 12th, Serenity stated in a post that regarding neocloud company CRWV, they have always maintained a publicly bearish view. "Despite strong demand, a backlog of orders exceeding $100 billion, and a post-adjustment EBITDA profit margin of 59%, the company's interest expenses amounted to $640 million, approximately 42% of EBITDA, leading to an expanded net loss.