CRWV CoreWeave, Inc. Class A Common Stock Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
17:49
02 сен
02 сен
J.P. Morgan's hyperscaler CapEx forecast of $3 trillion by 2030 is presented as impressive.
J.P. Morgan's hyperscaler CapEx forecast of $3 trillion by 2030 is presented as impressive but speculative, with the author cautioning against long-term visibility, making it a research summary rather than a trade call.
Низ.
13:11
02 сен
02 сен
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are.
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are summarized as industry context, with tickers listed as read-through beneficiaries rather than explicit positions.
09:54
02 сен
02 сен
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio.
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio, noting overlap but not stating new positions or forward calls on any ticker.
Низ.
15:39
01 сен
01 сен
The author asks about CRWV with a debt-first joke.
The author asks about CRWV with a debt-first joke, showing curiosity but no explicit position or directional call.
Низ.
16:42
31 авг
31 авг
Neocloud compute pricing may roll over.
The market may be extrapolating very short-term high compute pricing, especially in neoclouds. Elon entering the space could accelerate a compute glut, so there is an underappreciated risk that neocloud compute pricing rolls over while those names price a rosier future.
Сред.
15:06
31 авг
31 авг
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through.
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through, but lists beneficiaries without stating any personal position or forward call.
Низ.
13:26
31 авг
31 авг
Watch NBIS and CRWV kingmaker comps
Watch NBIS and CRWV as prior Neocloud examples of Nvidia’s kingmaker playbook, cited as a comparison for the current ASIC moves.
Сред.
10:23
31 авг
31 авг
The author analyzes Dell's upcoming earnings and AI server backlog dynamics.
The author analyzes Dell's upcoming earnings and AI server backlog dynamics, framing Dell as a bottleneck release valve without taking a directional position.
Низ.
23:20
30 авг
30 авг
CRWV signs AI capacity rapidly
CRWV is rapidly signing AI capacity contracts amid enterprise demand, beneficiary of compute shortage. Watch for continued capacity expansion.
Сред.
15:32
30 авг
30 авг
Author previews a valuation model for SpaceX and references prior neocloud work.
Author previews a valuation model for SpaceX and references prior neocloud work, but offers no current position or explicit buy call.
14:25
30 авг
30 авг
Neoclouds with fast GPU execution win 2027
Author argues neoclouds that can execute on bringing GPU capacity online quickly will command premium pricing as 15GW of 2027 AI compute faces infrastructure build-out delays; CRWV explicitly named as beneficiary.
Сред.
14:22
30 авг
30 авг
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy.
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy, and space, but frames it as exposure ideas rather than current positions or explicit buy calls.
Низ.
23:00
29 авг
29 авг
CoreWeave and Nebius show funded neocloud demand.
CoreWeave has high debt but its backlog is more than three times the capex it must fund, so conversion should cover it. Nebius has little debt and customers are prepaying 40-50% of costs. With Nvidia support and strong neocloud demand, these names are not the weak link.
Сред.
19:10
29 авг
29 авг
CRWV recontracts A100 capacity into 2029
CRWV is cited as recontracting A100 capacity into 2029, used as evidence that older GPUs retain commercial life.
Низ.
08:58
29 авг
29 авг
The author disagrees with the parent's bullish comparison but concedes CRWV's debt burden is.
The author disagrees with the parent's bullish comparison but concedes CRWV's debt burden is a problem, without taking a directional position.
Низ.
08:19
29 авг
29 авг
CRWV/NBIS/CIFR firing on all cylinders
CRWV, NBIS, and CIFR are cited as executing at full speed in neo-cloud and used as a contrast to IREN; no explicit long/short commitment from the speaker.
Сред.
04:59
29 авг
29 авг
"CRWV performance mirrors IREN"
"CRWV's performance is described as basically the same as IREN; no independent directional view or catalyst stated."
Сред.
03:43
29 авг
29 авг
NBIS, CRWV revenue multiples compared
Comparative revenue multiple observation: NBIS at 6-8x, CRWV at 4.1-4.3x later-stage growth; no directional view stated.
Сред.
23:57
28 авг
28 авг
Author published an educational framework on neocloud investing but shares no explicit position.
Author published an educational framework on neocloud investing but shares no explicit position or forward call, so tickers are indexed as watch.
Низ.
21:16
28 авг
28 авг
Author analyzes GPU delivery timing across neoclouds.
Author analyzes GPU delivery timing across neoclouds, noting IREN's H2 2027 Vera Rubin ramp is disappointing but industry-wide, with no explicit position taken.
15:37
28 авг
28 авг
Possible short covering in CRWV on rate dip
Speaker mentions possible short covering in CRWV if long-end rates dip, but does not commit to a position or direction.
Низ.
15:25
28 авг
28 авг
Author is researching which of three AI/cloud companies deserves attention from technology.
Author is researching which of three AI/cloud companies deserves attention from technology and financial perspectives, but expresses no current position or directional call.
Низ.
15:05
28 авг
28 авг
CRWV cited as better neo-cloud execution.
CRWV is cited as executing better than IREN in neo-cloud; comparative mention with no explicit directional call.
Сред.
14:36
28 авг
28 авг
The author lists three AI-related tickers alongside a quoted report on Chinese bot farms.
The author lists three AI-related tickers alongside a quoted report on Chinese bot farms manipulating AI energy debates, providing context but no explicit directional position.
Низ.
08:58
28 авг
28 авг
Author provides an educational investment guide comparing three neocloud companies.
Author provides an educational investment guide comparing three neocloud companies, highlighting differences in infrastructure ownership and capital structure without expressing a personal position or directional call.
Низ.
08:54
28 авг
28 авг
CoreWeave cited in neocloud comparison.
Names CoreWeave as the neocloud leader on installation speed and scale, without committing to a directional view.
Сред.
08:53
28 авг
28 авг
The article says CoreWeave 'leads on installation and bring-up speed and on large scale production operating experience' and cites a roughly 500 MW quarterly increment, suggesting its headline growth
The article says CoreWeave 'leads on installation and bring-up speed and on large scale production operating experience' and cites a roughly 500 MW quarterly increment, suggesting its headline growth is converting into operating capacity faster than peers.
Risk: Reported contracted power may be measured on a different basis than accepted revenue MW, and dependence on a small number of large customers remains a structural risk.
07:01
28 авг
28 авг
CoreWeave cited for Nvidia $6.3B backstop
CoreWeave cited for Nvidia's $6.3B backstop as evidence Nvidia is choosing which neoclouds scale; no directional call.
Сред.
05:13
28 авг
28 авг
"Nscale underpricing cited for datacenter peers"
"Nscale pricing cited as undercutting CoreWeave, Iris Energy, and Nebius on hyperscaler-focused datacenter contracts; Nebius also seen likely extending GPU life post-contract. No directional trade view stated."
Сред.
22:56
27 авг
27 авг
CoreWeave faces cost and schedule offsets
Watch CoreWeave as an AI data-center developer facing negative cost and schedule offsets from higher infrastructure and equipment inflation.
Сред.
Об аналитическом покрытии CRWV
Buzzberg отслеживает CRWV (CoreWeave, Inc. Class A Common Stock) в 112 источниках. Бычьих сигналов: 256, медвежьих: 13, от 121 аналитиков. Сентимент преимущественно бычий (26%). Всего отслеживается 918 торговых идей. За последние 7 дней: бычьих: 3, наблюдение: 43. Последние спикеры: pequityresearch, aleabitoreddit, itsalasdairmann.