CRWV CoreWeave, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions
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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.
13:40
Jul 09
Jul 09
Buy CRWV as a "tollbooth" infrastructure play — it already serves 9 of the top 10 AI developers, meaning compute revenue accrues regardless of which AI model or company ultimately wins the market.
HIGH
07:57
Jul 09
Jul 09
Buy neocloud names NBIS, IREN, and CRWV on the selloff driven by a false "excess compute" narrative — META's $9B data center spend and continued payments to neoclouds prove it has no spare capacity to offload, making the dip an overreaction.
MED
About CRWV Analyst Coverage
Buzzberg tracks CRWV (CoreWeave, Inc. Class A Common Stock) across 70 sources. 163 bullish vs 8 bearish calls from 74 analysts. Sentiment: predominantly bullish (37%). 415 total trade ideas tracked. Past 7 days: 14 bullish, 10 watch. Latest voices: photonbull, moninvestor, mkfilko.