CRWV CoreWeave Inc

$CRWV $NBIS $APLD Elon says the debt markets have pretty much shut off for anyone without substantial revenue outside AI data centers, and that the 200-plus neoclouds are headed for "guppy-level death and consolidation." Some will make it through, not many. In the same post he mentions SpaceX just closed $40 billion in GPU debt, then follows up to let everyone know he isn't buying any of the companies he just wrote off. "Pointless," he says. So yeah, he's not wrong. There are over two hundred of these companies and plenty of them won't last long enough to get consolidated. Anyone who had a fish tank as a kid knows how guppies go. All of that was true when the market closed Friday, before the guy selling compute out of a rocket company showed up Sunday night to point out the tank was getting crowded. The boards are reacting like this is news, and like anything with a data center in the description is apparently the same company. CoreWeave and Nebius rent out GPUs. IREN does the same out of campuses it owns. Cipher and Applied Digital build the buildings and collect the rent, which is how Applied Digital ends up dragged into the same panic as CoreWeave, one of its own tenants. A GPU cloud fighting for financing and the landlord it pays rent to don't break the same way. Not every fish in the tank is a guppy. The man who just borrowed $40 billion on the strength of two other businesses says it's about to get rough for anyone without one. Fair enough. Act surprised, sell sell sell. Microsoft, Google, and Amazon all report this week and will tell us what they're actually spending. That seems like a better place to get capex guidance than the guy competing for the business.

$CRWV $IREN $APLD I'm a trader. I go short just as often as I go long. But, I short the top, not the bottom. The bears that are on this board are amateurs , and are going to learn the hard way.

$CRWV $IREN $NBIS Longs the 1st thing you need to look at is overnight volume I could buy 20K shares right now & prob spike it up 50c Understand overnight price movements are thin to none Real PA starts around 7AM

$CRWV $NBIS $IREN Musk talking shit about neoclouds is like Pepsi saying Coke doesn't taste good. He should stick to flying car gimmicks.

$CRWV Whats interesting about CRWV is retail only own 5.59% of the total float (30M shares) That's actually insane!

$CRWV Anyone telling you this is going to 0 is either b*lls deep in a short or has no brain in their head These neocloud plays are not going to 0

$CRWV at earnings , we will Rise Because we will See a Lot of EPS improvement. EOY we,ll be at 100+ min

$CRWV 60mil shares still shorted. It only takes 1 squeeze and all the shorts will be living on street.

$CRWV seriously people buy his bull shit . Fucking 2T MC companies without any revenue and commenting on other companies’ valuations. Total piece of shit and a political clown.

$CRWV likely goes straight up at open and then launches when shorts are forced to cover. Coreweave is the largest Neocloud in the World and does it's main chunk of business with Meta, Microsoft, OpenAI, Anthropic, IBM and is partnered-up with NVIDIA. This stock is the best opportunity in the market today.

$CRWV $NBIS $IREN Elon’s point was that companies that can raise capital easier will survive which is true in any industry. Acting like neoclouds are all headed to 0 is just emotional nonsense. He’s not wrong that over leveraged players who can’t afford to survive may not, it’s not hard to get. If raising capital becomes harder who’s gonna give them money. They’ll be forced to sell stock down 50-60% and push their stocks even lower.

$CRWV Elon doing the same to this as he did ATT and Verizon weeks ago with saying they will be a big player in that as well. Trying to crash neoclouds now. $NBIS.X $IREN $T $VZ

$CRWV Please dont drive today, may you drunk or something. All the shorts will disappear soon and leason will learned here.

$CRWV beautiful gaps to fill to the upside...buyers in this area going to make BANK on the turnaround!

$CRWV oh yes… “he tends to call things correct” you say right? of course… from 1st EV car maker to now what 3th in the world? BYD and Huyndai eating Tesla alive, without forgetting all other automakers eating Tesla alive! … just like the 1 million Robot Taxis, or call them Cybercabs that he promised in 2017 for 2019… then postponed then to 2020 then… 2027 soon and… few hundreds only going around and remotely controlled/supervised while Waymo of Google DOMINATES THE FCKN unsupervised robot taxis worldwide. … just like he said a NATION TO VOTE FOR THE GREATEST LOOSER AMERICA HAS EVER VOTE FOR. And please Democrates stay quite, and Republicans too, this is not about you guys, this is about stupid ignorant illiterate Americans, rednecks, MAGAs, which didn’t understand Trump DOESNT FCKN CARE ABOUT THEM… Oooh of course! Musk knows it best! Of course! He used Tesla investors capital to build xAI and SpaceX… of course balance sheets Elon knowz how it works… A pure fraudster.

$CRWV I just got 2500 shares at 53.8 should be a fun open . Target $58-60 area for a technical bounce

$CRWV Elontard .. the gimp who never lies and ALWAYS has everyone's best interests at heart.. right.. whatever.. jog on to mars will ya

$CRWV set your stop loss to $1. Stop selling into short attacks. $30 billion MC on $7 billion revenue. This is very cheap. Grab whatever you can before this rallies. Block the outer noise.

all is fair in love and debt smart for elon n to shit on the other neoclouds now that he has $40 billion anxdressen always says seed bubble after they have raised $10 billion lol on $CRWV and $NBIS etc who now have to answer to ...but elon says... $SPCX

$CRWV not good crwv would not be surprised if this is under $40 or lower tomorrow and then in the 20s in next few weeks. Jensen Huang better skip them about another 5 billion and soon dead money now