Liz Hoffman (@lizrhoffman): This is a little idiosyncratic — lots of Qs about CoreWeave's reliance on Microsoft — but also a tough backdrop. Hedge funds are down on the year, gro…
Estimated coin impact
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This is a little idiosyncratic — lots of Qs about CoreWeave's reliance on Microsoft — but also a tough backdrop. Hedge funds are down on the year, growth stocks are getting pummeled, etc. But a bad sign for the AI economy.