CRWV 全部观点

Coreweave, I ran, Nabias are just getting started.

So, to me, if we are going to be in a supply constrained space, anybody who has active compute that they can sell is going to be able to sell it either at a great price, to be able to sell it in no time. So, I still truly believe that companies like Coreweave, like I ran, like Nabias, even though I don't own that, are just getting started in this AI story. And it's going to get a lot crazier next year.

Coreweave we know is somewhere at uh over 10%. Coreweave has a junk rating. They're raising at over 10%. But they don't actually disclose that they're raising at 10%.

Let me pull up coreweave and then we'll be able to see that. Okay, so coreweave corewave coreweave corewave coreweave they have earnings report. Here we go. August 11th.

So this is the coreweave earnings set. And if we scroll down to I should have bookmarked it, but somewhere here we're going to see their weighted average cost. And I want to say it's 9%.

But I think this will be very important for seeing just how impactful all these the these uh rates are that are coming out.

Okay. I want to see some more of these. I want to see like coreweave. Yeah. I want to see like coreweave. Yeah. Okay. Here's coreweave.

Here's coreweave. So coreweave. Here's a fiveyear at 9.75 and then they sold it for a discount. So that's how you got over 10.

Coreweave raises debt. And this is another thing that's interesting about debt right now is Coreweave has a junk rating.

I look at Cororeweave and I don't think they'll ever I don't think they'll ever make money and they obviously it's not a great balance sheet. Look what that stock has done post announcement on the you know the quarter that they quote beat stock went I think from the high 80s low 90s up to what 115 116 we're back below those levels now right so again I think fundamental reality of longer term