Entry69.3→Now62.13
Short CRWV every bounce to single digits Open original source
CRWV CoreWeave, Inc. Class A Common Stock Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry69.18→Now62.13
Bought short-dated CRWV puts at bottom Open original source
Entry57.38→Now62.13
CoreWeave is a buy now Open original source
Entry58.1→Now62.13
CRWV is a bargain; planning 20% portfolio allocation Open original source
Entry66.26→Now62.13
CRWV bearish put spread volatility play Open original source
Entry58.94→Now62.13
CRWV crushed-price contrarian bet Open original source
Entry59.19→Now62.13
Heavily long CRWV, buying the dip Open original source
Entry59.22→Now62.13
Small CRWV swing-trade long purchase Open original source
Entry59.45→Now62.13
Bought small CRWV position Open original source
Entry60.8→Now62.13
Data centers, not chips, are the moat Open original source
Entry60.87→Now62.13
CoreWeave valuation gap implies a bounce Open original source
Entry60.9→Now62.13
Author bought CRWV this week Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:49
Oct 21
Oct 21
The David Lin Report
CoreWeave short; likely bankruptcy.
CoreWeave is a highly levered GPU lessor, effectively 'WeWork with GPUs,' whose unit economics do not work: long-term debt and depreciating chips are fixed costs, while rental demand and chip useful life are uncertain. Its ROIC of about 8.9% is below its cost of capital and some bonds yield about 15%, while retail investors are buying the narrative rather than the balance sheet. George is short from $107, doubled the short, calls it his biggest position, and sees a good chance of bankruptcy.
CRWV
CoreWeave, Inc. Class A Common Stock
Short
1ST
Position: Added
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22:29
Oct 20
Oct 20
Bloomberg Markets
CoreWeave exposes fragile neocloud economics.
The AI neocloud trade is fragile: CoreWeave-type companies are deeply cash-flow negative, face tight buildout timelines, potential delays, and long-term renewal or glut risk; if AI compute demand does not persist, their contracts and financial picture could deteriorate.
CRWV
CoreWeave, Inc. Class A Common Stock
Avoid
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About CRWV Investor Commentary
Across the available history and selected sources, Buzzberg tracks CRWV (CoreWeave, Inc. Class A Common Stock) across 170 sources: 423 bullish vs 38 bearish calls from 318 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1931 total trade ideas tracked. Past 7 days, before deduplication: 51 bullish, 16 bearish, 410 other directions. Latest voices: George Noble, Labubu Trader, Brody.