$CRWV
CoreWeave is more than a data center company – it’s a tool to hedge other companies’ risks and juice their profits as the AI bubble grows ever larger. It gets worse from there.
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
November 17, 2025 at 7:04 PM
$CRWV
December 16, 2025 at 12:17 PM
September 15, 2025 at 1:24 PM
November 12, 2025 at 7:20 PM
“.. The deal adds to a wave of borrowing for artificial intelligence infrastructure hitting the junk-bond market ..”
@bloomberg.com #$CRWV
www.bloomberg.com/news/article...
@bloomberg.com #$CRWV
www.bloomberg.com/news/article...
September 22, 2026 at 12:34 AM
“.. The deal adds to a wave of borrowing for artificial intelligence infrastructure hitting the junk-bond market ..”
@bloomberg.com #$CRWV
www.bloomberg.com/news/article...
@bloomberg.com #$CRWV
www.bloomberg.com/news/article...
June 9, 2026 at 5:37 PM
the credit default swaps continue to move up and to the right
CRWV ORCL
CRWV ORCL
November 24, 2025 at 1:25 PM
the credit default swaps continue to move up and to the right
CRWV ORCL
CRWV ORCL
Backlog is mostly OpenAI and Anthropic, CRWV yet to file 10-K but customer concentration has historically been 70% Microsoft + NVIDIA, costs increase linearly with expenses, revenues dependent on both customers and CRWV raising funds. The way this company is covered makes me feel insane
CoreWeave reports Q2 revenue up 112% YoY to $2.58B, vs. $2.56B est., and a $104B revenue backlog, with 1.5 GW of contracted power; CRWV jumps 9%+ after hours (Jordan Novet/CNBC)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
August 11, 2026 at 8:49 PM
Backlog is mostly OpenAI and Anthropic, CRWV yet to file 10-K but customer concentration has historically been 70% Microsoft + NVIDIA, costs increase linearly with expenses, revenues dependent on both customers and CRWV raising funds. The way this company is covered makes me feel insane
good times, good times
March 28, 2025 at 4:40 PM
good times, good times
“.. While eight of out 10 companies surveyed said they were implementing generative AI .., just as many said there had been ‘no significant bottom-line impact.’”
@bloomberg.com $CRWV
www.bloomberg.com/opinion/arti...
@bloomberg.com $CRWV
www.bloomberg.com/opinion/arti...
August 18, 2025 at 9:47 AM
“.. While eight of out 10 companies surveyed said they were implementing generative AI .., just as many said there had been ‘no significant bottom-line impact.’”
@bloomberg.com $CRWV
www.bloomberg.com/opinion/arti...
@bloomberg.com $CRWV
www.bloomberg.com/opinion/arti...
CRWV bonds also legging back down
December 11, 2025 at 7:30 PM
CRWV bonds also legging back down
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Will NOT be starting a hand drawn chart of CRWV
Will NOT be starting a hand drawn chart of CRWV
March 28, 2025 at 5:16 PM
<--------
Will NOT be starting a hand drawn chart of CRWV
Will NOT be starting a hand drawn chart of CRWV
speaking of data centers
$CRWV just traded with a $7 handle for the first time since May
$CRWV just traded with a $7 handle for the first time since May
November 13, 2025 at 2:46 PM
speaking of data centers
$CRWV just traded with a $7 handle for the first time since May
$CRWV just traded with a $7 handle for the first time since May
March 27, 2025 at 11:27 PM
“.. There is so much insider stock selling at CoreWeave it's hard to keep up with it all. .. Insiders have sold $3.4 billion in shares since the IPO.” #$CRWV
(via Sozzi / @yahoofinance.com)
(via Sozzi / @yahoofinance.com)
June 11, 2026 at 2:16 PM
“.. There is so much insider stock selling at CoreWeave it's hard to keep up with it all. .. Insiders have sold $3.4 billion in shares since the IPO.” #$CRWV
(via Sozzi / @yahoofinance.com)
(via Sozzi / @yahoofinance.com)
Recent big pop IPOs taking it on the chin today, CRWV -10%, CRCL -7%, FIG -7%
September 2, 2025 at 4:01 PM
Recent big pop IPOs taking it on the chin today, CRWV -10%, CRCL -7%, FIG -7%
Divider
WTAF is up with these bizarre Power Lines? 🤬
These data centers keep springing up like death cap mushrooms! The latest is in Kenilwood, NJ by CoreWeave (#$CRWV).
#StopTheLines #Voices4Victory #DataCenterPower #ProudBlue #DV1 #ResistanceUnited
WTAF is up with these bizarre Power Lines? 🤬
These data centers keep springing up like death cap mushrooms! The latest is in Kenilwood, NJ by CoreWeave (#$CRWV).
#StopTheLines #Voices4Victory #DataCenterPower #ProudBlue #DV1 #ResistanceUnited
May 21, 2026 at 7:28 PM
Divider
WTAF is up with these bizarre Power Lines? 🤬
These data centers keep springing up like death cap mushrooms! The latest is in Kenilwood, NJ by CoreWeave (#$CRWV).
#StopTheLines #Voices4Victory #DataCenterPower #ProudBlue #DV1 #ResistanceUnited
WTAF is up with these bizarre Power Lines? 🤬
These data centers keep springing up like death cap mushrooms! The latest is in Kenilwood, NJ by CoreWeave (#$CRWV).
#StopTheLines #Voices4Victory #DataCenterPower #ProudBlue #DV1 #ResistanceUnited
Today, CoreWeave, $CRWV, announced a $2 billion senior notes upsize rallying 18%
Before the news, there was overwhelmingly positive sentiment for $CRWV.
TEN MINUTES BEFORE CLOSE YESTERDAY, someone went hard into deep ITM calls, as well as calls expirying on Friday.
These trades made millions.
Before the news, there was overwhelmingly positive sentiment for $CRWV.
TEN MINUTES BEFORE CLOSE YESTERDAY, someone went hard into deep ITM calls, as well as calls expirying on Friday.
These trades made millions.
May 21, 2025 at 8:22 PM
Today, CoreWeave, $CRWV, announced a $2 billion senior notes upsize rallying 18%
Before the news, there was overwhelmingly positive sentiment for $CRWV.
TEN MINUTES BEFORE CLOSE YESTERDAY, someone went hard into deep ITM calls, as well as calls expirying on Friday.
These trades made millions.
Before the news, there was overwhelmingly positive sentiment for $CRWV.
TEN MINUTES BEFORE CLOSE YESTERDAY, someone went hard into deep ITM calls, as well as calls expirying on Friday.
These trades made millions.
CoreWeave to remain Core Scientific’s tenant rather than its owner $CRWV $CORZ sherwood.news/markets/core...
October 30, 2025 at 2:43 PM
CoreWeave to remain Core Scientific’s tenant rather than its owner $CRWV $CORZ sherwood.news/markets/core...