CRWV CoreWeave, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions
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16:40
Jul 19
Jul 19
Buy neocloud operators IREN, NBIS, and CRWV as Kimi K3's demand surge has maxed out GPU capacity and forced a subscription pause, signaling accelerating AI compute demand that benefits GPU-as-a-service providers.
MED
16:29
Jul 19
Jul 19
Author previously bought CRWV but now deprioritizes it post-selloff (~52% drawdown), preferring NBIS; no current active long position stated.
MED
15:32
Jul 19
Jul 19
Neocloud name down ~52% on same sector fears; speaker sees attractive risk/reward but no explicit long position stated.
MED
15:20
Jul 19
Jul 19
Buy neocloud operators as Kimi K3's GPU capacity crunch — pausing new subscriptions within 48 hours of launch — signals extreme compute scarcity; potential hyperscaler capex confirmation would be an additional re-rating catalyst for GPU-rental infrastructure plays.
MED
12:18
Jul 19
Jul 19
Quote from SK Group chairman on AI infrastructure demand; author lists ticker without personal stance.
LOW
03:13
Jul 19
Jul 19
Named in Neocloud/HPC sector accumulation list during a high-beta sell-off dip.
MED
15:42
Jul 18
Jul 18
The 3-week volatility of momentum stocks relative to the S&P 500 has hit a record 4.0x, with the index of US momentum stocks down 24% in July on track for its biggest monthly decline since 2008.
07:46
Jul 18
Jul 18
Buy neoclouds as cheaper/open-source AI models shift enterprise compute demand away from frontier labs toward American cloud infrastructure; neoclouds absorb the resulting capacity demand from hyperscalers in a self-reinforcing cycle.
MED
19:11
Jul 17
Jul 17
The author lists thematic ETFs and beaten-down AI, neocloud, space, and defense stocks as a watchlist for which sectors might rally first, not as current positions or trade calls.
15:57
Jul 17
Jul 17
The author presents a list of beaten-down stocks across AI semis, neocloud, space, and defense sectors as being "on sale," but does not state a personal position or explicit forward call, so each ticker is indexed as watch.
LOW
15:48
Jul 17
Jul 17
Buy cloud providers because Chinese open-source models (Kimi 3) distill from American SOTA and cannot undercut inference costs; capex stays elevated and margins shift from AI labs to hyperscalers/cloud infrastructure serving frontier models at scale.
MED
06:58
Jul 17
Jul 17
Buy CRWV as a quality neocloud beneficiary of continued AI capex, with valuation not excessive.
MED
20:17
Jul 16
Jul 16
Buy CRWV as an AI factory/cloud infrastructure play; author sees AI buildout accelerating and deploys fresh capital into high-beta names hit by sentiment-driven leverage unwind.
MED
17:39
Jul 16
Jul 16
Buy neocloud names as upcoming flagship AI model releases drive token consumption surge, forcing upward capex revisions and a sector re-rating; CRWV is a direct neocloud beneficiary of this compute demand cycle.
MED
16:41
Jul 16
Jul 16
The author dismisses the quoted list of beaten-down momentum names as never attractive on valuation, but does not express a personal long or short position, only a skeptical watchlist view.
13:18
Jul 16
Jul 16
Buy CoreWeave as a direct compute infrastructure beneficiary of accelerating Codex user growth and GPT 5.6-driven token consumption increases; more leveraged to AI compute demand than larger diversified peers.
MED
08:29
Jul 16
Jul 16
Buy AI infrastructure pure-plays as commoditization of frontier model performance drives token volume surge and margin redistribution from AI labs to lowest-cost inference infrastructure operators.
MED
04:22
Jul 16
Jul 16
The tweet argues that CoreWeave's consideration of put options is paradoxically bullish because it suggests long-term agreements are more binding, but the author does not state a personal position or forward call.
22:07
Jul 15
Jul 15
BNP Paribas initiates CRWV at Outperform with $192 PT (~54% upside); frames CoreWeave as scaled AI infrastructure platform, not a GPU middleman, with RPO of $98.8B and revenue scaling to $108B by 2030E.
MED
07:16
Jul 15
Jul 15
Long CRWV as compute capacity expansion accelerates; hyperscaler compute to double by 2028, debunking excess capacity fears.
MED
22:58
Jul 13
Jul 13
Hold CRWV as a recently added AI name despite current drawdown; author is buying AI dips selectively while acknowledging near-term tech weakness, with conviction in eventual 10%+ tech recovery.
MED
21:53
Jul 13
Jul 13
Author holds existing positions in these AI enabler names; buying into what he believes is a forming bottom, with mental stop-losses below support in case price breaks lower before a confirmed bottom.
MED
17:04
Jul 13
Jul 13
Speaker notes CRWV is already deeply tied to Nvidia and seeing strong demand, part of competitive analysis.
MED
14:40
Jul 13
Jul 13
Author discloses existing held positions across AI enabler names, buying near support with mental stop-losses below, viewing a bottom as forming but not yet confirmed; holding through potential further downside with active risk management.
MED
12:07
Jul 13
Jul 13
Buy CRWV because META's massive data center expansion confirms capex will rise, reversing the neocloud sell-off driven by false expectations of declining spend.
MED
10:27
Jul 13
Jul 13
Buy neocloud names on the selloff driven by the false "excess compute" narrative — META's confirmed $50B+ Louisiana data center expansion and $9B Canada facility prove sustained hyperscaler demand, not surplus capacity, making the dip a buying opportunity.
MED
20:00
Jul 10
Jul 10
WSB comment asks whether CRWV only goes down, showing bearish/frustrated sentiment, but there is no explicit short/puts/borrowed-stock position or clear actionable short call; strict semantics make this avoid, not short.
LOW
14:29
Jul 10
Jul 10
Buy CRWV because META's doubling of compute capacity and existing deal expansion with CRWV make a larger agreement highly probable.
MED
14:22
Jul 10
Jul 10
CRWV co-mentioned as a training-focused neocloud comparable to WYFI; no directional stance taken by speaker on CRWV itself.
LOW
23:54
Jul 09
Jul 09
The author reflects on 2026's stock-picking market, listing past winners and losers in AI infrastructure without stating current positions or forward calls.
About CRWV Analyst Coverage
Buzzberg tracks CRWV (CoreWeave, Inc. Class A Common Stock) across 70 sources. 164 bullish vs 8 bearish calls from 74 analysts. Sentiment: predominantly bullish (37%). 417 total trade ideas tracked. Past 7 days: 10 bullish, 10 watch. Latest voices: tacticzh, photonbull, moninvestor.