How Meet Kevin’s view on $CRWV changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo4 entries

2026-09-02Bearish

“Sam Altman JUST Accidentally Exposed the AI Collapse.”

CRWV has high debt risk due to massive capex ($14B) vs low op cash flow ($3.6B) and a weak balance sheet (3:1 short-term debt to cash ratio).

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.

However, this will be the last time a lifetime subscription is available. So, how does this circular nature work ? What do we actually see at CoreWeave? What's happening with companies like Cudo?

Watch the source05:56

2026-09-02Bearish

“Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop”

CoreWeave faces significant downside risk from poor balance sheet health (high debt/low cash) and negative free cash flow driven by excessive capex.

Cororeweave is the best Neocloud buy. What does Wall Street have against Cororeweave? Shares of the Neocloud have been stalled for 12 months.

Coreweave is now trading at just 2.2 times its expected 2028 revenue, well below both Nebius and iron. Cororee has the biggest business expected to generate 12.9 billion in revenue this year about four times that of Iron which in turn is about four or sorry of Nebius which is in turn about four times that of iron.

Watch the source1:32:03

Direction flip

2026-08-27Bullish

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Direction flip

2026-08-24Bearish

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