Macro headwinds and debt sensitivity crushing CRWV

CRWV at $87.85, testing 50-day SMA, as rising bond yields (4.74%+), oil spike, and Iran tensions trigger risk-off. Debt-to-equity >14 makes it a prime target. Stock down 12%+ recently on macro fears despite strong fundamentals. A new UBS report shows hyperscaler capex at 102% of cloud revenue, adding macro context for CRWV's capex plan and overbuild risk. A new article (ex-e504aef3) on NVIDIA/Broadcom financing mechanisms further highlights the circular financing debate and hyperscaler cash flow concerns, directly relevant to CRWV's debt model. Today's article (1EVM8Eqq) on the AI debt boom pushing yields higher reinforces this macro headwind. Additionally, Panview Capital cut its stake by 31.5%, adding to institutional selling pressure.