CRWV CoreWeave, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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05:57
Jun 04
Jun 04
Author dismisses CRWV's outperformance potential while acknowledging BRUN as a nice name, but neither is framed as a current position or forward call.
LOW
04:56
Jun 04
Jun 04
Buy neocloud compute providers IREN, NBIS, CRWV as AI demand bottlenecks create pricing power for infrastructure owners; compute scarcity is a structural tailwind.
MED
18:16
Jun 03
Jun 03
Named as a valuation comp for BRUN at ~3.6x EV/ARR; no directional view expressed on CRWV itself.
MED
16:23
Jun 03
Jun 03
Author argues NBIS is the better long-term bet despite CRWV's superior revenue and backlog, favoring momentum over valuation.
LOW
10:29
Jun 03
Jun 03
Watch CRWV with bearish lean; author flags excessive debt interest burden as a structural drag relative to peers in the cloud GPU space, making it less attractive than NBIS on a risk-adjusted basis. No explicit short position stated.
MED
21:23
Jun 02
Jun 02
Co-mentioned as a valuation comparable; speaker notes CRWV trades at ~3.6x FY27 ARR, used to frame BRUN as similarly valued but with re-rating potential toward NBIS multiples.
MED
13:48
Jun 02
Jun 02
Monitor these companies as potential equity issuers due to capex requirements and costly equity capital, which could lead to dilution. No position taken.
MED
01:07
Jun 02
Jun 02
Co-mentioned alongside IREN and NBIS as part of a thematic basket the speaker expects to perform well; no explicit position language per speaker note rules.
MED
21:26
Jun 01
Jun 01
Buy Neocloud operators as Google's reported $80B capital raise signals massive AI infrastructure spend ahead, directly benefiting GPU cloud providers like CRWV that supply compute capacity to hyperscalers.
MED
17:32
Jun 01
Jun 01
Author suggests pairing long NBIS with short CRWV or IREN as a theoretical hedge but declines to execute due to sector bullishness.
LOW
17:12
Jun 01
Jun 01
Author discloses a long position in CRWV and endorses the parent thesis citing AI infrastructure positioning, Nvidia ties, and inverse head-and-shoulders technical setup.
MED
16:41
Jun 01
Jun 01
CoreWeave cited as valuation benchmark for BRUN at ~3.6x FY27 ARR; author implies CRWV multiple is the floor, not the ceiling, for BRUN — no direct directional call on CRWV itself.
MED
16:11
Jun 01
Jun 01
Watch CRWV as the author flags high debt interest as a risk, but does not explicitly short; bearish view without position.
MED
15:33
Jun 01
Jun 01
Buy CoreWeave as NVIDIA's prioritization of neoclouds over hyperscalers for first Vera Rubin NVL72 delivery means CoreWeave's capex is converting into live next-generation revenue assets ahead of schedule, ahead of MSFT/GOOGL/AMZN.
MED
15:08
Jun 01
Jun 01
The author sarcastically mocks these stocks as "shitco picks" that mooned, but the tone is ironic and not a genuine bullish position.
LOW
14:42
Jun 01
Jun 01
Buy CRWV as a neocloud beneficiary of GPU demand, recent Meta/Anthropic deals, heavy short interest, and potential sentiment shift from flat price action.
HIGH
14:42
Jun 01
Jun 01
Quoted context cites CoreWeave as first/only customer for Nvidia's standalone Vera CPU, $2B Nvidia investment, Platinum ClusterMAX status, ~$99B revenue backlog vs. $60B market cap, and 112% YoY revenue growth; author amplifies with hype but does not personally commit to a thesis.
MED
10:53
Jun 01
Jun 01
Monitor these tickers as participants in NVIDIA's DSX AI Factory ecosystem; the author provides a research map without personal position.
MED
04:17
Jun 01
Jun 01
Named as Vera Rubin cloud partners in NVDA's GTC Taipei ecosystem announcement alongside Oracle.
LOW
03:37
Jun 01
Jun 01
Buy CRWV on valuation grounds; author views current price as cheap, implicitly endorsing the quoted thesis of 4x revenue vs. comparable market cap peers, $99B backlog, and Nvidia partnership as underappreciated by the market.
MED
00:42
Jun 01
Jun 01
The author provides a detailed supplier identification summary for the Vera Rubin NVL72 system based on photos and public disclosures, treating all tickers as factual read-through research rather than personal positions.
LOW
13:28
May 31
May 31
Author explicitly endorses bullish view on CoreWeave (CRWV); no specific catalyst stated beyond implied AI infrastructure demand context from parent tweet.
LOW
10:43
May 31
May 31
Buy CRWV cautiously as early access to Dell/NVDA Vera Rubin NVL72 confirms preferred-partner status with Nvidia for next-gen AI infrastructure deployment; upside is real but contingent on clean execution, utilization, and financing management.
MED
10:40
May 31
May 31
Author expresses a mildly bullish view on CoreWeave but prefers Nebius, while criticizing CoreWeave's balance sheet and leadership without taking a definitive position.
LOW
14:13
May 29
May 29
The author states their portfolio mirrors Leopold Aschenbrenner's top long positions, explicitly listing the missing tickers they own, confirming a long directional view on each.
16:39
May 28
May 28
Buy CRWV as Anthropic's compute diversification strategy away from AWS/GCP is already underway with CoreWeave, and accelerating demand from Anthropic's revenue ramp ($9B to $30B+ run-rate) supports continued neocloud spend.
MED
04:24
May 28
May 28
The author criticizes misinterpretations of a 13F filing, noting that delayed data makes current positioning unknown, and lists portfolio changes without expressing a personal directional view.
16:25
May 27
May 27
CoreWeave (Coreweave) is explicitly called out as disappointing the market with lower-than-expected profits, and its business model is contrasted unfavorably with hyperscaler TaaS margins.
CoreWeave (Coreweave) is explicitly called out as disappointing the market with lower-than-expected profits, and its business model is contrasted unfavorably with hyperscaler TaaS margins.
Risk: Neoclouds face structural margin disadvantages vs vertically integrated hyperscalers.
12:45
May 27
May 27
CoreWeave (CRWV) is a pure-play AI cloud provider offering a hyperscaler alternative, undergoing massive cluster buildout as capital flows into compute infrastructure.
HIGH
15:32
May 25
May 25
Author expresses a bullish conviction on $BRUN as an overlooked opportunity while noting market focus on other AI/high-performance computing tickers, signaling potential upside if sentiment shifts.
LOW
About CRWV Analyst Coverage
Buzzberg tracks CRWV (CoreWeave, Inc. Class A Common Stock) across 36 sources. 59 bullish vs 5 bearish calls from 38 analysts. Sentiment: predominantly bullish (38%). 143 total trade ideas tracked.