CRWV CoreWeave Inc

$CRWV I’ve been reading everything I can on the debt/financing concerns and I think the market may be throwing the baby out with the bathwater. Truist still has a Buy with a $165 target and points to something I think is being overlooked: huge backlog, real operating scale, and customer prepayments on roughly 70% of recent deals. That matters because upfront customer money means less dependence on outside financing. Does CRWV have debt? Absolutely. Is the capital structure something to watch closely? Absolutely. But there’s a big difference between “highly leveraged” and “business is failing.” Jensen Huang says CRWV’s cost of capital is actually decreasing, Cantor calls this one of the best entry opportunities, and now Truist is pushing back on the financing panic. I’m not pretending the risk disappeared. I’m saying the bear case has gotten way too one-sided. If CRWV proves the backlog converts to revenue/cash and financing stays people selling in the $60s will regret it.

$CRWV 85 is my PT this week. 40% drop in 10 days is pure manipulation. The short squeeze is going to be beautiful 📈📈📈📈 CRWV calls will print across the board. $SPY $QQQ $NVDA $IREN

The ever rational market has decided companies with fixed-rates, customer financing, and solid balance sheets need to be re-rated as much as shitweave $CRWV $IREN $NBIS $APLD

$CRWV 80-90+ next week. 40%. Crash pure manipulation. INTC over 105 next week. Time to squeeze these shorts to hell $SPY $QQQ $NVDA $TSLA

$CRWV listening to the news is the most certain way of losing money. 2 weeks ago Coreweave was a superstar, now every single analyst and his Mom are trashing it. If you were a bear 3 weeks ago, I respect you more than the talking heads on the TV that are repeating each other ad nauseam.

The thing that’s wild about stocks like $CRWV $MU $SNDK $IREN etc… next week you could blink and see them up 20%… not saying it’ll happen but crazier things have occurred.

$CRWV easy add here. Sure may dip a little lower but the reward far outweighs the risk at this level.

$CRWV Nvidia reportedly holds 47.2 million CoreWeave shares, representing approximately 10% ownership. This is more than a commercial partnership. Nvidia has significant financial exposure to CoreWeave’s long-term success, while CoreWeave remains a major purchaser of Nvidia GPUs and a critical AI infrastructure provider serving customers including Meta. Despite recent selling pressure, analyst Tal Liani maintains his $140 price target, arguing that the decline is largely sentiment-driven rather than evidence of deteriorating fundamentals. Debt and financing risks remain legitimate concerns, but market sentiment can change rapidly when revenue growth, AI demand, and operational execution reinforce the investment thesis. Nvidia’s investment speaks louder than any CEO reassurance. AI infrastructure demand remains a compelling long-term growth opportunity. $NVDA $META 🚀💰

$CRWV $NBIS $IREN If I wouldn't invite them to my kitchen table I wouldn't want them in my portfolio.

$CRWV July 27th 2026. $61.39 August 12 2026. $107.73 They regain in just 2 weeks. Nothing is different now. So, I'm all in.

$CRWV but I will give you one thing $NVDA will likely buy out coreweave and won't let it go bankrupt

Dan Ives Calls CoreWeave Sell-Off A ‘False Narrative’ — Sees Buying Opportunity With AI Demand Accelerating As CRWV Stock Sees Worst Week In 11 Months $CRWV $QQQ $VTI https://stocktwits.com/news/equity/markets/dan-ives-coreweave-selloff-false-narrative-crwv-stock-worst-week-11-months/cZxk3jJRBtW

$CRWV It is a big circle jerk cycle. There were PR hit pieces that software was going to be irrelevant due to AI… and the Software stocks crashed - stories came out that there was going to be big advances if memory compression ( Turbo Quant) from Google - and the Memory stocks crashed. They all came back even harder. The debt is of course real - but the business and the huge demand for the Neocloud business is not getting addressed.

$CRWV $IREN $NBIS This retail bear is shorting neoclouds, but fear not, since he has invested most of his portfolio into MRNA. Like a good green candles chaser that he is. MRNA , a company that won’t be profitable for the next four years, that faces significant dilution ahead in order to finance other “cancer vaccines”, that will face more competition in the years ahead and for which revenues have already been baked in its price ahead of earnings and October 24th phase III data release. Currently trading at 210 when the Street has a PT of 140. This is the level of stupid we are dealing with.

$CRWV Just to understand some facts Same News & Scenario occurred in July 2026. AI stocks Sell Off .. *** Same news back in July 2026: AI stocks sell off*** CoreWeave (CRWV) stock dropped in July 2026 due to growing investor anxiety over its massive debt-financed AI infrastructure buildout, heavy cash burn, and insider stock sales (Gemini) CRWV dropped to $90 to $60 and recovered back to $107 just after Aug 7 earnings . Same events reoccurring. I could be wrong but its matching how they play AI trade/ rotation out of AI stocks and dump & pump story continues :) AI Build is not going to stop today with the demand which was confirmed by hyperscalers from previous earnings.

$CRWV AI generated image spreading fud about AI related companies. The demand is still present.

Big technical price levels for $CRWV ... not sure buyers are gonna step in here. Heavy volume selling confirming the market cap decline as well. Some big hitters out there are dumping hard. Are you buying CoreWeave down here?

$CRWV per usual, you can blame the retarded democrats. They had nothing to run on so they decided to attack data centers. This will turn around hard as soon as midterms are over and the democrats lose the house and senate. If you disagree, save your breath..I don’t associate with liberal pussies.

$CRWV - BARCLAYS: “.. investors have asked whether there is spillover risk .. to which I would point them to the below chart. This is an equal-weight basket of six pureplay data center bonds .. .. the market is looking at the neocloud price action .. and now pricing in some degree of contagion.”

$CRWV Dont fight the market. MM’s will send it lower next week maybe to low 50$’s. next week gonna be crazy. hope it can uptrend after that .