CRWV in the black on my $85 short put 🤑Community discussions
CRWV in the black on my $85 short put 🤑
CRWV triple bottom and trop top on 15 min... dont know which way it will shoot. may be it will range in that channel for some time before shoot up
CRWV I think this will break 90-95 by EOD
CRWV is going on a tear upward until mid next year
CRWV is an excellent opportunity to own this stock at a significant discount from its ATHs. Could it go lower?? Yes, absolutely, but if you can buy it and hold through the noise, I expect it will get a significant lift as the post-fed rally kicks off. Other stocks to consider with considerable comeback potential: IREN, CIPHER, Cleanspark, and Bitfarms.
This is not financial advice.
CRWV on track to reclaim the upper 80s in the near term, however that looks likely to become resistance before a broader recovery. tradingview.com/x/7FEYbf13
CRWV The GuruFocus article presents CoreWeave as a cash-burning company destined for trouble or rather failure. That’s not true and it’s just the media feeding into and trying to control narratives.Let me tell why their argument is very inaccurate (seriously, they should work on sharpening their journalism and unbiased factual skills instead of just feeding off rubbish reporting)
1. CoreWeave Already Has 10+ Years of Work Lined Up
CoreWeave has $55.6 billion in locked-in contracts from customers like OpenAI ($22.4B) and Meta ($14.2B) who have already committed to buying GPU computing power. Think of it like a construction company that’s already signed contracts to build 50 buildings. Yes, they’re spending money now, but the revenue is already guaranteed. The article’s focus on “cash burn” misses that CoreWeave is spending on infrastructure to fulfill contracts that will generate profits later.
2. CoreWeave Charges Premium Prices (It’s Not a Commodity)
CoreWeave charges 15% more than standard cloud providers because its bare-metal infrastructure delivers 10-100x better performance. As long as GPU supply is tight, CoreWeave keeps charging these premium rates. It’s the difference between a generic hotel and a five-star resort—both have rooms, but one commands higher prices because it’s better.
3. GPUs Pay for Themselves Within Contract Terms
CoreWeave’s contracts are structured so that GPUs pay for themselves within three years. By the time hardware depreciates significantly, CoreWeave has already recovered its costs. It’s like leasing a car—you don’t need the car to retain full value; you just need lease payments to cover your costs.
4. The Debt Is Backed by Guaranteed Revenue
Yes, CoreWeave carries 3.6-4.9x debt-to-equity with ~$1.2 billion in annual interest costs. But here’s the context: the debt isn’t due all at once—it’s spread across multiple years. More importantly, the $55.6 billion in contracts generates enough cash flow to service the debt once revenue ramps up. If you’re going to borrow money, the best time is when you already have customers signed up to pay you back. At projected revenue run rates of $5+ billion annually growing toward $8-10 billion by 2027, the interest burden becomes manageable.
5. This Isn’t a Fad—It’s Real Infrastructure
AI computing infrastructure isn’t like software apps that fade away—it’s infrastructure like power plants or highways. AI adoption is accelerating across every industry, and major customers (Microsoft, Meta, OpenAI) are investing heavily for the long term, according to JPMorgan, not me.
Watch how they flip flop their argument to a bullish story once CRWV is at $150 in a few months
CRWV CoreWeave Insiders Are Selling…But Here’s Why You Shouldn’t Panic:
* Pre-scheduled trades (10b5-1 plans) that were locked in months ago
* Tax payments on vesting stock—literally just paying the IRS
* Cashing in after the stock went 250%+ in a few months (who wouldn’t?)
The stuff that actually matters:
* The company just locked in $55.6B in future revenue. That’s not hype—that’s ACTUAL contracts signed with OpenAI, Microsoft, Meta, and others.
* They’re growing at 133% year-over-year. Q3 revenue crushed expectations at $1.36B.
* Wall Street analysts? Mostly bullish. Price targets ranging from $99 to $180.
AND, the stock’s down from its $183 peak, but it’s still up roughly 2x from the IPO price.
Insider selling after a crazy run-up is normal. A $55B backlog isn’t. That’s the story worth paying attention to 🚀
CRWV nvidia is mostly consolidating and did great price action from pre-market and so we did here. Nvidia will soon break 180$ which will have us moving further up. Our green days are 2-3* Nvidia greens
CRWV Significant insiders selling!!!