Why are CoreWeave and Oracle B-tier and what does that mean for their price volatility? “Any bump with Anthropic, OpenAI, or anywhere, CoreWeave and Oracle should be hypersensitive because they have massive debt loads and massive risk. They are also the B-tier players. CoreWeave is B-tier compared to NVIDIA and friends. Oracle is B-tier. B-tier assets should trade at a premium, and more importantly, they should be more sensitive to shocks in the system. The A-tier assets should, in theory,…