Substack · Let's Analyze · Robert Ross
The AI Boom’s Weakest Link
AI demand is not slowing but financing is a problem...
EE. UU. · 12 entradas · 11 publicaciones
CRWV
CoreWeave, Inc.
- Entradas
- 12
- Alcistas
- 1
- Bajistas
- 0
- Primera
- 6 oct 2025
- Última
- 20 oct 2026
Más alcistas que bajistas entre las que declaran postura.
ene 25 – oct 26 · por mes
Seguimiento completo Pro
Alfa de cada tesis sobre CRWV a 1, 3 y 6 meses y desde la publicación, y el gráfico completo frente a su índice.El alfa a 1M/3M/6M y el gráfico detallado son de Pro.
Hazte ProAnálisis sectoriales que lo mencionan
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
Cronología
De la más reciente a la más antigua- octubre de 2026 5 entradas
Substack · JunkBondInvestor · junkbondinvestor
CoreWeave ($CRWV): $34 Billion of Equity and Bonds Yielding 15%...How? (Part 1)
The 8 biggest misconceptions about CoreWeave’s credit.
Desde publicación −11,2 % α −10,7 p. p. 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
Desde publicación −11,2 % α −10,7 p. p. vs S&P 500 · USD
Substack · Atlas Capital Research · Joseph
Market Memo 10/16/2026
Bank Earnings, Economic Data, and CoreWeave
Desde publicación −10,1 % α −10,3 p. p. 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.
Desde publicación −10,1 % α −10,3 p. p. 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…
Desde publicación −10,1 % α −10,3 p. p. vs S&P 500 · USD
- septiembre de 2026 2 entradas
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…
Desde publicación −33,5 % α −34,2 p. p. vs S&P 500 · USD
Substack · Outlier Capital
Why I Picked $IREN Over $NBIS and $CRWV?
The tape is pricing IREN as a leftover hash-rate story with an AI slide. I am pricing it as the only listed AI cloud that owns the dirt, the watts, the building, the GPUs and the software.
Desde publicación CRWV −44,7 % α −44,8 p. p. vs S&P 500 · USD
- agosto de 2026 1 entrada
Substack · Leonardo Boquillón Briefs · Leonardo Boquillón
Data centers & neoclouds: Is the GPU depreciation thesis overstated?
Some notes on GPU depreciation, utilization and demand, after a big week for CoreWeave, Nebius and IREN.
Desde publicación CRWV −37,2 % α −37,2 p. p. vs S&P 500 · USD
- julio de 2026 1 entrada
Substack · Rainier Trinidad, CFA
I Asked Claude AI to Roleplay as CoreWeave’s ($CRWV) CFO. Here’s What It Said.
What CoreWeave's own bond market is telling you that the equity analysts won't.
Desde publicación −32,0 % α −35,6 p. p. vs S&P 500 · USD
- junio de 2026 1 entrada
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.
Desde publicación −50,4 % α −53,1 p. p. vs S&P 500 · USD
- octubre de 2025 2 entradas
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…
Desde publicación −60,1 % α −77,3 p. p. vs S&P 500 · USD
Institucional · 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…
Desde publicación CRWV −58,8 % α −72,7 p. p. vs S&P 500 · USD
Precios al cierre del 27 oct 2026. Rentabilidades pasadas no garantizan resultados futuros. Solo precio, sin dividendos, en moneda local. Los datos pueden tener retraso o errores. No es asesoramiento financiero. Cómo se calcula.