$CRWV

CRWV

CoreWeave, Inc. · CoreWeave, Inc.
窗口 07-26 → 08-25 · 回看 30 天(美东)

CRWV 最近 30 天共 2 条观点条目。其中 0 条方向发生变化。数据截至 8 月 25 日。

本窗口内的全部观点与内容

名单内的来源在这个窗口里谈到这只股票的每一条视频,各一条。每一条转述都能回到英文原文与时间码。

排列
$CRWVMeet Kevin发布 2026-08-24
Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate
Coreweave的高成本债务(超过10%)和垃圾评级表明其财务压力。
看跌

我们知道Coreweave的利率在10%以上。Coreweave的评级是垃圾级。他们以超过10%的利率融资。但他们实际上没有披露他们以10%的利率融资。

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%.

所以这是Coreweave的财报。如果我们向下滚动到——我应该已经加了书签——但在这附近的某个地方,我们会看到他们的加权平均成本。我想说是9%。

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%.

这是Coreweave。所以Coreweave。这里有一个五年期利率9.75%的债券,然后他们折价出售。所以这就是你得到超过10%的方式。

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发行债务。这是关于当前债务的另一件有趣的事情:Coreweave的评级是垃圾级。

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

让我调出Coreweave,然后我们就能看到那个。好的,所以Coreweave corewave coreweave corewave coreweave他们有财报。我们找到了。8月11日。

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.

我想看看像Coreweave这样的。是的。好的。这是Coreweave。但我认为这对于了解这些利率的影响有多大非常重要。

I want to see like coreweave. Yeah. Okay. Here's coreweave. But I think this will be very important for seeing just how impactful all these the these uh rates are that are coming out.

好的。我想看更多这些。我想看看像Coreweave这样的。是的。

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

$CRWVDavid Lin 发布 2026-08-24
‘We’re In A Financial Crisis’: Treasury Readies $1 Trillion Warchest | Danny Moses
CRWV 很可能永远不会盈利,且资产负债表薄弱;该股财报后的反弹已逆转,表明长期前景看跌。
看跌

我看CoreWeave,我认为他们永远不会赚钱,而且显然他们的资产负债表不好。看看那个股票在公告后的表现,在他们所谓的超出预期的季度,股价从80多、90多涨到了115、116,现在又跌回这些水平以下了,所以我认为长期的基本面现实是……

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

KOL的观察点

名单内的来源在这个窗口里没有说他们在等什么。
研究辅助,非投资建议