$CRWV beauty save - thanks Jensen!
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$CRWV beauty save - thanks Jensen!
Reasoning: Catalyst · Short term
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CRWV
CoreWeave, Inc.Small cap (market cap < $50B)Partly aligned
Stance mix of tracked accounts 26 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
3
Neutral
9
No stance
0
Bearish
14
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @Beth_KindigViews › | 0 | 1 | 0 | 0 |
 @StockSavvyShayViews › | 4 | 4 | 4 | 0 |
 @carlquintanillaViews › | 0 | 1 | 7 | 2 |
 @amitisinvestingViews › | 1 | 1 | 5 | 0 |
 @kevinxuViews › | 1 | 1 | 0 | 0 |
 @petenajarianViews › | 0 | 0 | 2 | 2 |
 @DiMartinoBoothViews › | 0 | 0 | 1 | 0 |
 @SchuldensuehnerViews › | 0 | 0 | 1 | 0 |
 @howardlindzonViews › | 0 | 0 | 1 | 0 |
 @KawzInvestsViews › | 1 | 0 | 0 | 0 |
 @TheStalwartViews › | 0 | 1 | 0 | 0 |
 @michaelsikandViews › | 0 | 2 | 0 | 0 |
 @alphatrendsViews › | 0 | 1 | 0 | 0 |
 @Brian_Stoffel_Views › | 0 | 1 | 1 | 0 |
 @Mr_DerivativesViews › | 0 | 0 | 1 | 0 |
 @ripster47Views › | 0 | 0 | 1 | 0 |
 @hkuppyViews › | 0 | 0 | 1 | 0 |
 @aleabitoredditViews › | 0 | 0 | 2 | 0 |
 @KeithMcCulloughViews › | 0 | 0 | 1 | 0 |
 @jimcramerViews › | 0 | 1 | 0 | 0 |
 @RedDogT3Views › | 0 | 1 | 0 | 0 |
 @jonnajarianViews › | 0 | 1 | 0 | 0 |
 @OddStatsViews › | 0 | 0 | 1 | 0 |
 @WallStJesusViews › | 0 | 0 | 2 | 0 |
 @JasonViews › | 0 | 2 | 0 | 0 |
 @InvestorsLiveViews › | 1 | 0 | 0 | 0 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- 4Fundamentals
- 3Sentiment
- 1Catalyst
- @InvestorsLive: $CRWV beauty save - thanks Jensen!
- @StockSavvyShay: Cathie Wood bought approximately $13M of $CRWV today.
- @KawzInvests: KawzInvests analyzes $CRWV Q2 10-Q, noting only 4% of ~$35B debt is at 15% ($1.3B loan due March 2028 being paid down). Actual blended interest ~8.4% including convertibles at ~2% and bonds at 9-10%. Main funding via customer-contract loans, e.g. Meta-backed at ~5.9%. AI trade intact; $ASML reported record Q3 profit, lithography demand outruns supply into 2027-28 even with +30% capacity/year, customers asking for 2029-30 slots. Demand outpaces supply. $CRWV $ASML
Bear case
- 12Fundamentals
- 8Sentiment
- 5Technicals
- 5Macro
- 1Catalyst
- @amitisinvesting: Brad Gerstner: We have sold all our $CRWV CoreWeave, don't own any of it today. We've taken exposure down over the last 3 months, felt AI had overshot and would lead to a period of consolidation. Moved 10% of our book into $META and $TSLA. Altimeter had 6M shares as of last 13F up to 6/30, added 1.5M in Q2, then liquidated the entire position and rotated.
- @WallStJesus: @WallStJesus flags $CRWV ARMAGEDDON PUTS, quoting a large Jan 2028 $15 put sweep with ~$538K premium.
- @WallStJesus: (Reposted by @WallStJesus) @FZNanalytics: opening $CRWV Jan 2028 $15 put sweep, about $538K in premium.
Partly aligned. Accounts are on both sides; see the two columns above for where they differ.
Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Nathan Michaud @InvestorsLiveViews ›
@InvestorsLiveViews ›Bullish First call
Catalyst · Short term · $CRWV beauty save - thanks Jensen!
2026-10-16 01:06 HKT Original post ↗
Bearish First call
Fundamentals · Medium term · Brad Gerstner: We have sold all our $CRWV CoreWeave, don't own any of it today. We've taken exposure down over the last 3 months, felt AI had overshot and would lead to a period of consolidation. Moved 10% of our book into $META and $TSLA. Altimeter had 6M shares as of last 13F up to 6/30, added 1.5M in Q2, then liquidated the entire position and rotated.
2026-10-16 00:57 HKT Original post ↗
Wall St Jesus @WallStJesusViews ›
@WallStJesusViews ›Bearish First call
Sentiment · Long term · @WallStJesus flags $CRWV ARMAGEDDON PUTS, quoting a large Jan 2028 $15 put sweep with ~$538K premium.
@WallStJesus flags $CRWV ARMAGEDDON PUTS, quoting a large Jan 2028 $15 put sweep with ~$538K premium.2026-10-15 22:16 HKT Original post ↗
Neutral First call
Fundamentals · @Jason shares a past conversation with CoreWeave's Michael on their debt financing, explaining GPU-based loans backed by client contracts like Microsoft, driving cost of capital lower toward hyperscaler levels.
@Jason shares a past conversation with CoreWeave's Michael on their debt financing, explaining GPU-based loans backed by client contracts like Microsoft, driving cost of capital lower toward hyperscaler levels.2026-10-15 22:11 HKT Original post ↗
Bearish First call
Technicals · Short term · @OddStats: CoreWeave is down 68% from all time highs after its worst 2 day rout in 14 months, -21%.
@OddStats: CoreWeave is down 68% from all time highs after its worst 2 day rout in 14 months, -21%.2026-10-15 21:45 HKT Original post ↗
Shay Boloor @StockSavvyShayViews ›
@StockSavvyShayViews ›Bearish reversed (was Bullish)
Sentiment · Short term · @StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%.
@StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%.2026-10-15 21:43 HKT Original post ↗
Jon Najarian @jonnajarianViews ›
@jonnajarianViews ›Neutral First call
Technicals · $CRWV $61.20, with @jonnajarian pointing to a trade setup just dropped by @MarketRebels involving automated entries, exits & management.
@jonnajarian pointing to a trade setup just dropped by @MarketRebels involving automated entries, exits & management.2026-10-15 21:39 HKT Original post ↗
Neutral First call
Technicals · @RedDogT3 shares the $CRWV chart as a barometer for risk; $60 is a big area.
@RedDogT3 shares the $CRWV chart as a barometer for risk; $60 is a big area.2026-10-15 21:06 HKT Original post ↗
Carl Quintanilla @carlquintanillaViews ›
@carlquintanillaViews ›Bearish First call
Fundamentals · Medium term · @carlquintanilla quotes Fedwatch: heavy capex, high debt, rising cost of capital, interest burdens and long timelines to profit; $CRWV's stock and bond slide has been grinding on for months.
@carlquintanilla quotes Fedwatch: heavy capex, high debt, rising cost of capital, interest burdens and long timelines to profit; $CRWV's stock and bond slide has been grinding on for months.2026-10-15 20:15 HKT Original post ↗
Pete Najarian @petenajarianViews ›
@petenajarianViews ›Bearish First call
Technicals · (Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.
@petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.2026-10-15 19:53 HKT Original post ↗
Jim Cramer @jimcramerViews ›
@jimcramerViews ›Neutral First call
Sentiment · @jimcramer: high fear is normally attractive, but buyers are needed for CoreWeave bonds, Oracle stock and SK Hynix; SK Hynix is the epicenter of fear since the Kospi is still up over 50% and many are under water.
@jimcramer: high fear is normally attractive, but buyers are needed for CoreWeave bonds, Oracle stock and SK Hynix; SK Hynix is the epicenter of fear since the Kospi is still up over 50% and many are under water.2026-10-15 17:59 HKT Original post ↗
Keith McCullough @KeithMcCulloughViews ›
@KeithMcCulloughViews ›Bearish First call
Macro · Short term · High yield spreads (which we're short) are blowing out, not good if you're levered long Neoclouds $CRWV.
2026-10-15 17:58 HKT Original post ↗
Serenity @aleabitoredditViews ›
@aleabitoredditViews ›Bearish First call
Macro · Clearly a macro related drop after CPI numbers came out today and further US rate hike anticipation. Since $KOSPI, $SPY, and Nikkei ended up plummeting. Too many potential second/third order effects if $CRWV goes down or frontier labs struggle. Rate hikes amplify fears but sold-off presents opportunities. $LITE has take/pay contracts + sold out until 2029 for lasers, financed by hyperscalers for 2031 demand. Demand visibility + financing (counterparties like $MSFT or $AMZN) too solid to bunch with others in optical sector that have cash. Neocloud requires billions in future toxic financing in high rate environments. Markets will eventually distinguish nuances from actual profitability, financing, and long term demand sustainability rather than treating everything as one bubble.
2026-10-15 14:39 HKT Original post ↗
Brian Stoffel @Brian_Stoffel_Views ›
@Brian_Stoffel_Views ›Neutral strengthened (was Bearish)
Basis not tagged · Brian Stoffel posted a video on July 30th explaining why $NBIS $CRWV and $IREN were potentially the greatest investments of the year but just as likely the most to blow up, noting it is even more relevant now.
2026-10-15 11:50 HKT Original post ↗
Michael Sikand @michaelsikandViews ›
@michaelsikandViews ›Neutral First call
Basis not tagged · If $CRWV or any of these neoclouds defaults, guess who is ready to snap them up.
2026-10-15 10:47 HKT Original post ↗
Bearish First call
Fundamentals · Medium term · Sarcastically notes $CRWV is money good on funding its large chip purchase orders as long as someone funds $CRWV, amid quoted Korea KOSPI falling 5.7% as chip rout deepens.
2026-10-15 08:33 HKT Original post ↗
Ripster @ripster47Views ›
@ripster47Views ›Bearish First call
Macro · Short term · AI trades collapsing in a few days due to hot CPI/inflation, $CRWV bond debacle/datacenter debt issue, $NBIS lawsuits, $ASML earning selloff, Anthropic ARR projections underwhelm, and charts getting ugly. Still to come: $TSM earnings and PPI. One of worst days for AI investors.
2026-10-15 07:09 HKT Original post ↗
Heisenberg @Mr_DerivativesViews ›
@Mr_DerivativesViews ›Bearish First call
Sentiment · Short term · $CRWV not exactly the headline you want to see.
2026-10-15 06:38 HKT Original post ↗
Brian Shannon, CMT @alphatrendsViews ›
@alphatrendsViews ›Neutral First call
Technicals · CEOs are cheerleaders for their stock, dont listen to them, listen to price. Quoted CoreWeave $CRWV CEO saying market acting irrationally and remains confident in the AI cloud company.
2026-10-15 02:24 HKT Original post ↗
Joe Weisenthal @TheStalwartViews ›
@TheStalwartViews ›Neutral First call
Basis not tagged · @TheStalwart: CoreWeave's CEO blames the share drop on the market acting "irrationally."
@TheStalwart: CoreWeave's CEO blames the share drop on the market acting "irrationally."2026-10-15 01:51 HKT Original post ↗
KawzInvests @KawzInvestsViews ›
@KawzInvestsViews ›Bullish First call
Fundamentals · Medium term · KawzInvests analyzes $CRWV Q2 10-Q, noting only 4% of ~$35B debt is at 15% ($1.3B loan due March 2028 being paid down). Actual blended interest ~8.4% including convertibles at ~2% and bonds at 9-10%. Main funding via customer-contract loans, e.g. Meta-backed at ~5.9%. AI trade intact; $ASML reported record Q3 profit, lithography demand outruns supply into 2027-28 even with +30% capacity/year, customers asking for 2029-30 slots. Demand outpaces supply. $CRWV $ASML
2026-10-15 01:22 HKT Original post ↗
Howard Lindzon @howardlindzonViews ›
@howardlindzonViews ›Bearish First call
Sentiment · Medium term · @howardlindzon calls CoreWeave a monstrosity of this financial era.
@howardlindzon calls CoreWeave a monstrosity of this financial era.2026-10-15 00:43 HKT Original post ↗
Holger Zschaepitz @SchuldensuehnerViews ›
@SchuldensuehnerViews ›Bearish First call
Fundamentals · Medium term · @Schuldensuehner: CoreWeave's 2032 bonds sank below 80 cents into distressed territory, yielding over 15%; CDS price a 58% chance of default within 5 years and shares fell as much as 16%. Elon Musk: "yikes."
@Schuldensuehner: CoreWeave's 2032 bonds sank below 80 cents into distressed territory, yielding over 15%; CDS price a 58% chance of default within 5 years and shares fell as much as 16%. Elon Musk: "yikes."2026-10-15 00:38 HKT Original post ↗
Danielle DiMartino Booth @DiMartinoBoothViews ›
@DiMartinoBoothViews ›Bearish First call
Macro · Medium term · (Reposted by @DiMartinoBooth) @donnelly_brent: AI capex fears, memory glut and payoff questions drive selling of favorites (CRWV, ORCL, MU, SNDK), and if large enough bonds rally; the US economy rides on AI capex, so financial wobbles hit the real economy.
@DiMartinoBooth) @donnelly_brent: AI capex fears, memory glut and payoff questions drive selling of favorites (CRWV, ORCL, MU, SNDK), and if large enough bonds rally; the US economy rides on AI capex, so financial wobbles hit the real economy.2026-10-14 23:50 HKT Original post ↗
Bullish strengthened (was Neutral)
Sentiment · Medium term · @kevinxu posts 'absolutely undefeated', quoting a post where Jim Cramer says the only neocloud he trusts and wants to be in is $CRWV, adding 'No offense to $IREN'.
@kevinxu posts 'absolutely undefeated', quoting a post where Jim Cramer says the only neocloud he trusts and wants to be in is $CRWV, adding 'No offense to $IREN'.2026-10-14 22:04 HKT Original post ↗
Beth Kindig @Beth_KindigViews ›
@Beth_KindigViews ›Neutral First call
Fundamentals · Medium term · In the race to ramp up, Nebius $NBIS and CoreWeave $CRWV have similar gross debt to annualized Q2 revenue, at 3.7x and 3.4x, respectively.
The difference lies in how much liquidity each has to offset debt – Nebius has net debt of 0.2x annualized revenue, compared to CoreWeave’s 2.9x, giving it higher flexibility to build capacity.
https://io-fund.com/ai-stocks/nebius-vs-coreweave-ai-stock
2026-10-10 03:48 HKT Original post ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/10–10/16 · 61 posts · Bull 8 / Bear 31@StockSavvyShay: @StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%. (Bearish)
- 10/3–10/9 · 0 posts · Bull 0 / Bear 0No discussion
- 9/26–10/2 · 0 posts · Bull 0 / Bear 0No discussion
- 9/19–9/25 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
Brad Gerstner: We have sold all our $CRWV CoreWeave, don't own any of it today. We've taken exposure down over the last 3 months, felt AI had overshot and would lead to a period of consolidation. Moved 10% of our book into $META and $TSLA. Altimeter had 6M shares as of last 13F up to 6/30, added 1.5M in Q2, then liquidated the entire position and rotated.
See original
BRAD GERSTNER: - WE HAVE SOLD ALL OUR $CRWV COREWEAVE, DON'T OWN ANY OF IT TODAY - WE'VE TAKEN EXPOSURE DOWN OVER THE LAST 3 MONTHS, WE FELT AI HAD OVERSHOT AND WOULD LEAD TO A PERIOD OF CONSOLIDATION - MOVED 10% OF OUR BOOK INTO $META AND $TSLA as of the last 13f filing on 8/14, which accounts for all trades up until 6/30, Altimeter reported a stake of 6M shares in which they added 1.5M shares in Q2 since then, they seemed to have liquidated the entire position and rotated
Reasoning: Fundamentals · Medium term Specific
@WallStJesus flags $CRWV ARMAGEDDON PUTS, quoting a large Jan 2028 $15 put sweep with ~$538K premium.
See original
$CRWV ARMAGEDDON PUTS 👇
Reasoning: Sentiment · Long term Specific
@Jason shares a past conversation with CoreWeave's Michael on their debt financing, explaining GPU-based loans backed by client contracts like Microsoft, driving cost of capital lower toward hyperscaler levels.
See original
Talked to Michael from Coreweave about debt six months ago: 18:18–23:43: Jason asks about CoreWeave’s debt; Michael answers (cleaned of filler words and stutters, otherwise as spoken) JASON: How does all that debt work? That is something you guys specialize in. Corporate debt… I’m in the venture business, people are like, “Why should I be in venture when corporate debt pays so well?” Corporate paper’s so huge. I’m curious how this fits in, and what interest rate people are paying on, you know, a billion dollars in infrastructure. What do they pay on that? MICHAEL: So CoreWeave has really been the innovator around a lot of the financing engines that have come to bear on this. We did the first GPU-based loans. I’m going to try to explain this in a way people can understand. What we do is we go out and we find a client. Let’s use Microsoft; you brought them up before. Microsoft comes to us and says, “We’d like to buy some compute from you.” And we say, “Okay, great. We’re going to sign a contract.” Once I have a contract in hand, I create something. It’s not a particularly creative name. It’s called the box. JASON: Yeah. MICHAEL: And what I do with the box is I take my contract with Microsoft and I put it in the box. I go to Jensen and buy the GPUs, I put them in the box. I take my data center contract, I put it in the box. And now the box governs cash flow. It has a waterfall of cash flow that comes into it and goes out of it. So the way it works is I build the compute, I
Reasoning: Fundamentals
(Reposted by @WallStJesus) @FZNanalytics: opening $CRWV Jan 2028 $15 put sweep, about $538K in premium.
See original
Opening $CRWV Jan 2028 $15 Put Sweep ~$538K in premium
Reasoning: Sentiment · Long term Specific
No-stance mentions (4)
(Reposted by @carlquintanilla) John M. Spallanzani mentions $CRWV @CoreWeave @business 
@wsj response #cds.
See original
@carlquintanilla $CRWV @CoreWeave @business @wsj response #cds
Reasoning: Not tagged by analyst
(Reposted by @petenajarian) Market Rebellion announces Rebel’s Edge starting now at 1pm lineup: #VIX $CRWV $STT $BAC $PGR with @petenajarian on Chargers 0-5, Northwestern #ITSNOTANOPTION.
See original
STARTS NOW! Rebel’s Edge 🏴☠️ 1pm Line up: #VIX $CRWV $STT $BAC $PGR 🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian Chargers 0-5, Northwestern #ITSNOTANOPTION 📙
Reasoning: Not tagged by analyst
@carlquintanilla notes that CoreWeave 2032 debt is yielding nearly 15%, tagging @JohnSpall247 and $CRWV.
See original
CoreWeave 2032 debt yielding nearly 15. @JohnSpall247 $CRWV
Reasoning: Not tagged by analyst
(Reposted by @petenajarian) @jonnajarian promotes the 1pm lineup for Rebel’s Edge, covering #VIX $CRWV $STT $BAC $PGR, along with Najarian Sports with @petenajarian on the Chargers 0-5 and Northwestern.
See original
Rebel’s Edge 🏴☠️ 1pm Line up: #VIX $CRWV $STT $BAC $PGR 🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian Chargers 0-5, Northwestern #ITSNOTANOPTION 📙
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.