Coreweave has a bad balance sheet and insufficient liquidity to cover near-term obligations.
BearishHe framed it in months
“Anthropic *SUDDENLY* Delays IPO & Nscale IPO Looks BAD”
Meet KevinPublished Sep 18 · 1 passage
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But Coreweave is another disaster. Coreweave just raised more money, but they don't even have the money to pay their bills right now. So, Coreweave has about $8 billion in cash and receivables, but they have $18 billion in bills to pay.
They just raised $3 billion in convertible notes. The conversion they raised to $3.7 billion, but even if you add $4 billion to that, it's still not enough to pay their bills for the next 12 months. Korweef has a bad balance sheet.
What this channel has said about $CRWV
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2026-09-18BearishThis one
But Coreweave is another disaster. Coreweave just raised more money, but they don't even have the money to pay their bills right now. So, Coreweave has about $8 billion in cash and receivables, but they have $18 billion in bills to pay. They just raised $3 billion in convertible notes. The conversion they raised to $3.7 billion, but even if you add $4 billion to that, it's still not enough to pay their bills for the next 12 months.
2026-09-02Bearish
Is Sam Altman right about the unsustainability of Neo Clouds? The best way to analyze this is to look at CoreWeave's financial data, which we will do in a few moments.
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