Substack · Let's Analyze · Robert Ross
The AI Boom’s Weakest Link
AI demand is not slowing but financing is a problem...
US · 12 entries · 11 publications
CRWV
CoreWeave, Inc.
- Entries
- 12
- Bullish
- 1
- Bearish
- 0
- First
- Oct 6, 2025
- Latest
- Oct 20, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on CRWV at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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2Substack · 00 Frequency📡 · Jordi Guillamón
El margen cambió de manos
Ochocientos mil millones de capex, la cadena de valor de la inteligencia artificial capa por capa, y por qué el año lo pagó la memoria y no los modelos
Timeline
Newest to oldest- October 2026 5 entries
Substack · JunkBondInvestor · junkbondinvestor
CoreWeave ($CRWV): $34 Billion of Equity and Bonds Yielding 15%...How? (Part 1)
The 8 biggest misconceptions about CoreWeave’s credit.
Since publication −11.2% α −10.7 pp vs S&P 500 · USD
Substack · Elliot’s Musings · Elliot
Goldman's CRWV Upgrade Is a Bet on One Number
Goldman's case for CoreWeave comes down to one number: $13M of revenue per megawatt on new contracts, against about $10M across the book today
Since publication −11.2% α −10.7 pp vs S&P 500 · USD
Substack · Atlas Capital Research · Joseph
Market Memo 10/16/2026
Bank Earnings, Economic Data, and CoreWeave
Since publication −10.1% α −10.3 pp vs S&P 500 · USD
Substack · LoRosha's Investment Desk · LoRosha
KOSPI +2.05%: Jensen Huang’s CoreWeave Remarks and TSMC Earnings Lift KOSPI After 8 Sessions
Jensen Huang’s CoreWeave remarks eased concerns over AI profitability, and TSMC’s plan to increase capital spending raised expectations for AI investment. 81% of KOSPI constituents rose.
Since publication −10.1% α −10.3 pp vs S&P 500 · USD
X · X @StockPulseGo · StockPulse Money
🔍 $CRWV Deep Dive Bull case: AI computing demand and long-term contracts. Bear case: debt, financing costs and uncertain
🔍 $CRWV Deep Dive Bull case: AI computing demand and long-term contracts. Bear case: debt, financing costs and uncertain free cash flow. The question isn't just how fast revenue grows—it's how profitably growth is…
Since publication −10.1% α −10.3 pp vs S&P 500 · USD
- September 2026 2 entries
Blogs · r/ValueInvesting · /u/banaca4
CoreWeave at ~$90: does the debt destroy the equity, or is the market underpricing compute scarcity?
I've been trying to value CoreWeave without falling into either of the two easy camps: “AI compute demand is enormous, therefore bullish.” “$35B+ of debt and negative earnings, therefore obvious short.” I think both…
Since publication −33.5% α −34.2 pp vs S&P 500 · USD
Substack · Outlier Capital
Why I Picked $IREN Over $NBIS and $CRWV?
The tape is pricing IREN as a leftover hash-rate story with an AI slide. I am pricing it as the only listed AI cloud that owns the dirt, the watts, the building, the GPUs and the software.
Since publication CRWV −44.7% α −44.8 pp vs S&P 500 · USD
- August 2026 1 entry
Substack · Leonardo Boquillón Briefs · Leonardo Boquillón
Data centers & neoclouds: Is the GPU depreciation thesis overstated?
Some notes on GPU depreciation, utilization and demand, after a big week for CoreWeave, Nebius and IREN.
Since publication CRWV −37.2% α −37.2 pp vs S&P 500 · USD
- July 2026 1 entry
Substack · Rainier Trinidad, CFA
I Asked Claude AI to Roleplay as CoreWeave’s ($CRWV) CFO. Here’s What It Said.
What CoreWeave's own bond market is telling you that the equity analysts won't.
Since publication −32.0% α −35.6 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · Rainier Trinidad, CFA
The CoreWeave (CRWV) Problem: When Debt Outpaces Reality
Total debt at 5x revenues, collateral that depreciates like a laptop, and a marginal GPU loan that just went from investment grade to junk in three months.
Since publication −50.4% α −53.1 pp vs S&P 500 · USD
- October 2025 2 entries
Substack · I/O Fund · Beth Kindig
CoreWeave Stock Soars 200% Since IPO — Can It Defy the Odds?
In terms of timing, CoreWeave has hinted the second half of the year will be stronger. We look at why CoreWeave could end the year on a high note, yet to be prudent, we also look at why there was a negative reaction to…
Since publication −60.1% α −77.3 pp vs S&P 500 · USD
Institutional · eToro
Q3 top stocks: Retail investors back CoreWeave and Oracle in AI cloud boom
Investors piled into CoreWeave and Oracle as cloud infrastructure fuels AI revolution Lululemon and UnitedHealth once more among top risers as investors keep buying the dip Hims & Hers moves from Q2’s top risers to Q3’s…
Since publication CRWV −58.8% α −72.7 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.