$CoreWeave, Inc.(CRWV)$ I think I'd be a lot more worried if I were on the bear side. You always have to expect more chaos than you ever thought possible. But from where things stand now, after all this pressure, how much more can really be expected? Good luck to everyone.
$CoreWeave, Inc.(CRWV)$ Who is actually selling this at 60? The bankruptcy narrative feels like something spun up to push people into that kind of move, lol.
$NEBIUS(NBIS)$ It doesn't have a potential debt problem like $CoreWeave, Inc.(CRWV)$ , and I don't think they do either. If Nebius' competitor has an issue, doesn't that mean NBIS should be up? I think the market just doesn't understand what's going on.
$CoreWeave, Inc.(CRWV)$ Regulation remains relatively permissive and agentic AI adoption continues accelerating. Vera Rubin could strengthen CoreWeave's competitive position because it gives customers access to leading-edge infrastructure earlier than many alternatives.
$CoreWeave, Inc.(CRWV)$ Could be shorts or market makers selling fake shares, hard to say. But they hit that spike hard. All FTDs still have to be delivered, and the shorts will get squeezed.
$CoreWeave, Inc.(CRWV)$ Interesting stat: CoreWeave has about the same compute capacity as SpaceX right now, around 2 GWs. Musk is touting up to 50 million per MW, which works out to about 100 billion in revenue for 2 gigs. CoreWeave has about 130 billion in LT contracts, and even if 10% of the smaller renewals get bumped to the 40-50 range, the results are staggering. Musk is touting 300-500 billion in revenue from 10 GWs. CoreWeave will have 8 in a couple of years.