CoreWeave

[behappyalways]

'AI Bubble' Canary Meets Coalmine - CoreWeave Reportedly Drastically Downsizes IPO Size

https://www.zerohedge.com/technology/ai ... s-ipo-size

[winston]

not vested

CoreWeave, Inc. (CRWV): A Bull Case Theory

by Ricardo Pillai

Revenue soaring from $20 million in 2022 to $1.9 billion in 2024.

CoreWeave now operates 32 data centers with over 250,000 Nvidia GPUs and more than 360 MW of active power, enabling it to serve top-tier clients such as OpenAI, Microsoft, Meta, Cohere, and Mistral.

Deeply tied to Nvidia—its largest partner and shareholder with a 5% stake—CoreWeave is often first to bring new GPU architectures like the H200 and GB200 NVL72 to market.

Its business model centers on long-term, take-or-pay contracts averaging four years in duration, with 96% of 2024 revenue underpinned by these commitments.

Customers prepay before CoreWeave installs capacity, derisking its growth.

Bearish thesis on CrowdStrike (CRWD) by Stock Whisperer on Substack in May 2025, pointing to bearish technicals, workforce reductions and sentiment risk.

Source: Insider Monkey

https://finance.yahoo.com/news/coreweav ... 40367.html

[winston]

not vested

CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 36

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 14 stocks Jim Cramer recently shared insights on. Highlighting the short selling in the stock, Cramer commented:

“Take CoreWeave. This is the company that came public at $40 a share, [a] company I recommended and pushed incredibly hard to.

People didn’t believe me. Many chose to bet against the stock.

32% of the shares are sold short. On Friday, CoreWeave hit a high of $187. Stock still sits at $172 and change.

Sure, it reported a great quarter, but a lot of this move is because so many people were betting against it because the company picked a bad time to come public.

I had tremendous conviction that CoreWeave would make a big move, but not this big. Again, I think discipline must trump conviction, and you gotta do some selling here.

Well, I still like the stock. I recognize that much of this move was powered by panicked short sellers. Take something off the table, please.”

CoreWeave (NASDAQ:CRWV) delivers a cloud platform focused on accelerating and scaling compute-intensive workloads, especially for generative AI.

The company provides high-performance computing resources, infrastructure management, and services for AI training, inference, rendering, and dataset optimization.

Source: Insider Monkey

[behappyalways]

CoreWeave Tumbles After Slashing Revenue Forecast
https://www.zerohedge.com/markets/corew ... e-forecast