CRWV
CoreWeave, Inc. Class A Common Stock
stockNASDAQ

CRWV oversold or only halfway done? Anybody with a few brain cells to spare wanna give me some thoughts!

Everyone and their mom, dad, son, father, dog, husbands boyfriend, moms sister, brothers step father. Literally EVERYONE is buying RKLB, CRWV, and NBIS calls. So tempted to buy faaaaar otm puts on all of these

It does matter. In 2 years, CRWV is up +16% and NBIS is up +526%. In the last year, CRWV is down -55% and NBIS is up +16%

id be really shocked if it gave up the JPM collar level without a huge fight (7290). I think this week is hinging on CRWV and NBIS earnings before NVDA and Opex next week. Any sign of weakness and things are going to get very ugly is my personal opinion. not even the collar will save us lol

I can't speak on all 3 but I think NBIS is being pushed down due to AI fears as well as being grouped in with CRWV but CRWV has a lot of valid issues investors are worried about that NBIS doesn't have. I think earnings could show that next week.

RKLB -> CRWV -> NBIS full port calls lets go

I expect to see the market rally tomorrow and maybe Tuesday at the most, but then we continue to go much lower. Target is Nasdaq 19-20k sometime in 2027 and that is optimistic. We could go as low as 10-15k. I don't expect as much damage from the S&P 500, mainly because I see a lot of rotation happening, which should offset some of the carnage in tech. AI can benefit many companies not in tech to streamline operations and gain competitive advantage. I see a lot of companies deploying local AI infrastructures, and they can use it cost effectively. We should see a lot more progress with local AI in 2027. Interest rates are going much higher, with the 10 year most likely being above 6% in 2027. A full-blown bond market blowup is possible, taking rates much higher. We could see 10%+ before 2030. Foreign investors are going to continue to dump US stocks and the dollar, as the two going down in unison really hammers them. If you really want to stay invested, look for dividend stocks that at least pay you to wait this out. There are a lot of good companies that have been taken to the woodshed during this tech melt up. The good news is there will be a lot of great tech stocks on sale. My main target will be NVDA below $100, but I will have a huge shopping list and rotate out of dividend paying stocks and into tech once this selloff is over. My suggestion would be focus on "return OF investment" instead of "return ON investment." I would avoid the use of leverage here. Of course, if we get to Nasdaq 10k or 15k I will deploy all the leverage I can get. Purely my opinion, but I think now is the time to sell into any rallies and go very defensive. I am 50% cash, 25% dividend stocks, and the rest in really beat up names like NKE (+2%), LULU (+5%), UAA (+10%) and GT (-12%). I also have some short-term positions I bought on implosion day last week. These include: BROS (-2.5%), CMG (-0.85%), CRWV (+7.5%), ENPH (+0.5%), LUNR (+20.5%) and RKLB (+9.5%). Full disclosure, I made over 100% in 2024 (quantum), 30% in 2025 (Intel) and I am up 28% so far this year. My dividend stocks alone are up 5% this year and pay 5-7% on top of that. I also have half my money earning 4% on CDs. I went defensive a couple of months ago. My gameplan is to stay defensive while the market is at insane valuations, then rotate gradually into a more tech heavy portfolio once there are deals to be had. And there are always deals to be had, if you are patient. I consider the market overvalued for a few reasons. On a macro level the Buffett Indicator is at 244% which is the highest of all time. That is unsustainable. We also have a dem congress that is embracing socialism, which isn't great for Wall Street. The AI trade is under attack as well, and that tech is moving so fast who knows where it leads. Combined with insane levels of debt, and the US economy which is almost certainly going into recession - plus a Fed raising rates, and none of this looks good for the stock market. Trump has also been pro Wall Street, and the winds are now blowing the other way. If we were at support levels and at multi year lows, I might view this stuff as bullish, but where we are at now? No thanks! Stocks, Real estate, Bitcoin and Gold have all put in tops, so at this point the best place to hide is as defensive as possible. Cash is good, because it buys more of everything - at the moment. I don't like cash long-term. Not saying dividend stocks are great either, as it will depend on the ones you own, but being cautious here is prudent imo. The only stocks I am buying are beaten down names, only because I believe they have less downside. Of course, GT has proven me wrong so far, but the other names are holding up pretty well. Good luck people. This is just one guy's opinions. I would not use anything I am saying as investment advice. Blaze your own trail.

Honestly wouldn’t surprise me. These names are trading more on contracted AI demand and future capacity than current margins, so CRWV could print ugly numbers and still rip if bookings/guidance are strong enough

Bars for this week's reports, from each company's own last guide: * TTWO (Mon): Q2 net bookings $1.62B to $1.67B, full year $8.0B to $8.2B * RKLB (Mon): Q3 revenue $250M to $265M * HIMS (Mon): Q3 revenue $880M to $900M * CRWV (Tue): Q3 revenue $3.45B to $3.6B, interest expense $860M to $940M * NBIS (Thu): 2026 revenue $3B to $3.4B Data: company releases and calls, processed by Equibles

Hello! I'm in my late 20s and am currently making in the range of $80k-$90k a year (though I am hoping to make a career change soon which may impact this) and wanted to get some advice on my current investing portfolio. I'm definitely a fairly conservative investor and prefer just being able to set and forget but I do want to make sure I'm being efficient and diversified where it makes sense. I have some legacy accounts and am unsure how to adjust (mostly referring to Edward Jones but also some of my Fidelity investments). My main questions across all accounts are: Do I have any blind spots? What should I invest in going forward based on what I have (continue to just put into FXAIX or VTI)? Any adjustments I should make to these accounts or are they fine as is? And what should I do about EJ? I will say that EJ really helped me when I first started since I was super anxious but now I am more confident and essentially have just left the money I invested there (I have a very low advisor fee which is nice). I would eventually like to own a condo/house in the next 5 or so years and, if possible, retire a bit younger (but likely move to more of a "passion job"). I also plan to eventually get married and have a kid. Here is what I have: 401k: $80k-$85k (Based on a 2060 retirement across 2 accounts (one with former employer and one with current), I put 10% of my paycheck (+ employer match) into this with a 50/50 traditional/roth split). HYSA: $20k-$25k Fidelity: $100k-$110k (30% in FELC, 10% in FMCSX, 10% in FSSNX, 45% in FXAIX, and 5% in VTI). Over the past 1-2 years, I have only been investing in FXAIX and VTI, the other positions are legacy positions that I had before and have just let sit. Traditional IRA: $10k all in FSKAX HSA (through work): $3k currently and putting in $4k next year (invested in an S&P fund). Edward Jones: $40k-$45k (1% in Cash, 20% in Income (HIMFX, MPHQX, MEDHX), 60% in Large Cap (AMZN, AEP, AVGO, MSFT, HDV, FEUPX, and FDTRX), 16% in Small & Mid cap (CRWV, BMGKX, and MNDKX), 3% in aggressive (GLD)). 9.04% of this portfolio is in international. Thank you so much! Any advice is greatly appreciated :)

The biggest loser is CRWV

I think it would be funny for AI stocks to see yet *another* bounce after CoreWeave’s earnings call. IREN bounced up 20% last Friday on their earnings call with profit margins of -500%. I could absolutely see CRWV having similarly dogwater earnings and still going straight to the moon afterwards

Revenue setups for a few of this week's names (our model vs consensus, guide in brackets): - HIMS, Mon after close: $894.6M vs $892.8M ($880M to $900M). First full quarter with Eucalyptus, so watch gross margin more than the top line. - RKLB, Mon after close: $260.3M vs $257.2M ($250M to $265M). - CRWV, Tue after close: guide $3.45B to $3.6B. Adjusted operating income guide is $200M to $260M against $860M to $940M of interest expense. - NBIS, Thu before open: $934.5M vs about $905M consensus. Data: company guidance and filings, analyst consensus, processed by Equibles.

CRWV NBIS and CPI this week :dance:

Some of you need a drop of optimism so here are some things that could go well this week: 1. CRWV says very positive things on Tuesday evening in their earnings. 2. NBIS does the same in earnings on Thursday 3. CPI beats on Tuesday 4. Good news out of Iran Not sure we need all 4 to have a good week.

the gigantic debts are fine. even $CRWV which I won't touch is gonna be able to pay them off. these compute companies are making a fucking lot of money per GW.

$CRWV jan2028 60$ call is 15$ a share. Is that the easiest buy of a lifetime? Anyways, I am bullish, just not yet decided if I wanna do shares, sell atm cash secured puts or buy far OTM calls

CRWV is going to zero

From X: THE FUTURE IS ON SALE RIGHT NOW Drawdowns from their highs: • $OKLO −88% • $OPEN −87% • $TE −85% • $AAOI −78% • $ASTS −76% • $QBTS −76% • $CRWV −75% • $NVTS −73% • $ONDS −73% • $AVAV −73% • $WULF −73% • $IREN −72% • $RKLB −65% • $IONQ −60%

Always wise to wait for secondary confirmation. Most of those stocks swung back on Friday (only slightly on NVDA and META, though), which is fairly typical after a large shellacking in the market. The Anthropic IPO on the 15th is the day you should really circle on your calendar. If Anthropic goes public and flops, then the *real* dip begins. And NVDA may not be as insulated as you think. OpenAI, CRWV, and Anthropic are pretty much NVDA's biggest customers right now, and all four are basically in the world's greatest drum circle. A bad Anthropic IPO means it turns into the end of John Wick 4. NVDA won't go bankrupt, but it'll definitely have a big scar after it's over, especially if AMD or another semiconductor company decides it's going to chase the market NVDA left behind. As for me? I won't be buying the dip come Monday. I'm reinforcing my shares in BND. If there is a dip, bonds are gonna skyrocket.

I gotta feeling MM gonna keep popular retail AI stocks pinned lower like NBIS ALAB BE ARM COHR IREN CRWV etc and software names like NET SHOP PANW CRWD SNOW are gonna soar past ATH soon just to fuck with retail

Don't downplay IREN. It's a no brainer to buy NBIS over IREN if u want to pay a premium on something that is a year ahead of IREN. That doesn't mean IREN won't be doing just as well or better in the future. To me, it's a no brainer to buy IREN over NBIS since I believe markets are completely ignoring IREN evaluations to come over current FUD. NBIS has already scene the big powerful move. Do not get mixed up risk vs reward to safer investment. NBIS is a safer investment since they are ahead of IREN \~1 year Look at IREN and it's thesis, and its earnings on thursday. Their evaluations are far far far less attached to what they will be making unlike NBIS. This means IREN repricing will 100% happen unless they fail to deliver. Their meeting on thursday showed perfect evidence of everything working exactly as planned, with the only hiccup being microsoft, who IREN said decided to ask for additional month, and they of course agreed. IREN also has let debt to future revenue risk than NBIS, if they deliver what they say they will in 2027. IREN owns all of their land, GPU, and infrastructure. They have the ability to slow down and only acquire great contracts, a route that CRWV completely avoided to grow as fast as possible with big risk to interest rate environments.

$CRWV el futuro son los centros de datos

I was thinking of swing trading CRWV especially shorting it before earnings expecting anothet drop, what do you think of this idea?

CRWV earnings this week. Puts it is. Book it