CRWV
CoreWeave, Inc. Class A Common Stock
stock NASDAQ

I've been shorting NVDA, ORCL, and CRWV for awhile and I've made a few grand off it but rn I'm down like $600 on my current round of puts so maybe I'm bad at it

The fact that CRWV gets an upgrade is an absolute joke. They’re worst than ORCL

CRWV got an upgrade so that's probably also affecting NBIS, unrelated to semis in general.

This is old news no? they always had a position in CRWV and NBIS

which hyperscalers? CRWV and NBIS are both up.

Once META, SPCX like rental to push like CRWV, it’s overbuilding . Means semi demand crash
You never buy 1 Million house to rent, then burning cash by property tax

$GEV $MU $WDC $STX $SNDK all hyped for data centers .
Now overbuilding rent going, $META $SPCX $CRWV $NBIS etc.
Overbuilding reduce semi demand.
Also free cash flow reduced, debt load reduce rating.
Many hype semi crash at earnings like we saw 25% drop of $IBM last week

**BanBet Created** ▼ | **Record:** 2W - 0L
| Ticker | Target | Entry | Move | Expires |
|:---:|:---:|:---:|:---:|:---:|
| **CRWV** | $80.86 (below) | $83.36 | -3.0% | Jul 25, 2:44 PM |

I sold yesterday, bought CRWV....I feel like a genius right now

Thank you CRWV! Let’s get to 105!!! 🚀

[https://finance.yahoo.com/technology/article/nvidia-touts-vera-rubin-performance-ahead-of-rival-amds-advancing-ai-event-150000768.html](https://finance.yahoo.com/technology/article/nvidia-touts-vera-rubin-performance-ahead-of-rival-amds-advancing-ai-event-150000768.html)
“Nvidia ([NVDA](https://finance.yahoo.com/quote/NVDA/)) is touting the performance gains its Vera Rubin platform offers over its prior-generation Grace Blackwell system, saying CoreWeave ([CRWV](https://finance.yahoo.com/quote/CRWV/)) is seeing 10 times more tokens per watt while running DeepSeek's R1 model with the new setup.
Tokens are a unit of measurement in AI systems representing parts of words and phrases you input into and receive from an AI model.
The company is also boasting about the Vera central processing unit's (CPU) standalone capabilities, saying it provides up to 1.9 times better agentic AI performance in benchmarks versus AMD's ([AMD](https://finance.yahoo.com/quote/AMD/)) Epyc Turin processor.“
————————
This why we’re dropping?

CRWV only needs to go up 20% for me to be even. I think I’m doing this right

CRWV went red. I belong here

Save me CRWV

**BanBet Lost** — /u/ShindleSpear (0W - 1L, 0%)
| Ticker | Entry → Target | Move | Time | Result |
|:---:|:---:|:---:|:---:|:---:|
| **CRWV** ▲ | $79.96 → $87.96 | +10.0% | 1w | Lost |

APLD CRWV RKLB

Nah he just knew that Vera Rubin has incredibly high demand. Don't be shocked when CRWV pumps after they report earnings and tell you the same thing.

CRWV has puts ai trade busted!!

10 Yr rate 4.62%.
US national debt: $39 Trillion
Student loan debt, credit card debt, margin loan debt, cost more as interest rate stay high.
$GOOG $META $MSFT $AMZN even $NVDA $CRWV $NBIS & many more loaded debt.
$META $SPCX renting unused datacenter means over build ? $QQQ

I don't like this much volatile, today I had no choice, but sell Some of NBIS, CRWV, and IREN that I bought at low prices last Fri. If another sell off come in tonite or Wed afternoon, it might wipe out all gains from today. Down 10%, up 8%, then down 15%, up 18%
Omg