ogbclose rest $CRWV 12 dec 100c 270% WOO HOO
December 5, 2025 at 8:55 PM
ogbclose rest $CRWV 12 dec 100c 270% WOO HOO
the credit default swaps continue to move up and to the right
CRWV ORCL
CRWV ORCL
November 24, 2025 at 1:25 PM
the credit default swaps continue to move up and to the right
CRWV ORCL
CRWV ORCL
Cathie bought a bunch of $CRWV previous two days eh
November 25, 2025 at 2:38 PM
Cathie bought a bunch of $CRWV previous two days eh
💼 ARK Invest bought more than 400K #CRWV shares on Nov. 24 through ARKK and ARKW, stepping in after a ~45% monthly drop. The move shows ARK’s continued conviction in AI-infrastructure despite volatility.
November 26, 2025 at 5:03 AM
💼 ARK Invest bought more than 400K #CRWV shares on Nov. 24 through ARKK and ARKW, stepping in after a ~45% monthly drop. The move shows ARK’s continued conviction in AI-infrastructure despite volatility.
If $ORCL and $CRWV go into the capital-raising penalty box what does that mean for both $NVDA and the AI capex names as well as OpenAI?
November 21, 2025 at 2:49 PM
If $ORCL and $CRWV go into the capital-raising penalty box what does that mean for both $NVDA and the AI capex names as well as OpenAI?
$CRWV shouldn't be down 50% in 3 weeks if the AI capex boom has years to run.
November 20, 2025 at 9:15 PM
$CRWV shouldn't be down 50% in 3 weeks if the AI capex boom has years to run.
I spent the last two days meeting with the various neocloud CEOs and even by shitco standard these guys are all psychotically convinced that Somebody Else is going to be left holding the bag, with fingers usually pointed at either ORCL or CRWV
November 19, 2025 at 9:07 PM
I spent the last two days meeting with the various neocloud CEOs and even by shitco standard these guys are all psychotically convinced that Somebody Else is going to be left holding the bag, with fingers usually pointed at either ORCL or CRWV
$CRWV 5 year credit default swaps are +50% since Halloween
November 19, 2025 at 4:24 PM
$CRWV 5 year credit default swaps are +50% since Halloween
the most reliable up and to the right chart I have been monitoring
$CRWV credit default swaps
$CRWV credit default swaps
November 18, 2025 at 3:36 PM
the most reliable up and to the right chart I have been monitoring
$CRWV credit default swaps
$CRWV credit default swaps
$CRWV
CoreWeave is more than a data center company – it’s a tool to hedge other companies’ risks and juice their profits as the AI bubble grows ever larger. It gets worse from there.
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
November 17, 2025 at 7:04 PM
$CRWV
#KI #Blase
Den nächsten KI-Clusterfuck - M$FT cum NVDA cum Anthropic - Papierwert 15 Mrd haben die Anleger heute mit 2,2 bis 2,5 % Miesen honoriert. Was sonst noch nach KI müffelte ging mit.
ORCL & CRWV hatten davor schon dermaßen abgebissen, deswegen schwachmatisch grün
Den nächsten KI-Clusterfuck - M$FT cum NVDA cum Anthropic - Papierwert 15 Mrd haben die Anleger heute mit 2,2 bis 2,5 % Miesen honoriert. Was sonst noch nach KI müffelte ging mit.
ORCL & CRWV hatten davor schon dermaßen abgebissen, deswegen schwachmatisch grün
November 18, 2025 at 10:07 PM
Disclosure: short CRWV and ORCL.
Oracle is cashflow-negative, has $105b in debt, trying to play in the big leagues with A-ball finances, and will never, ever see the $300b OpenAI promised them.
Oracle is cashflow-negative, has $105b in debt, trying to play in the big leagues with A-ball finances, and will never, ever see the $300b OpenAI promised them.
November 16, 2025 at 3:15 PM
Disclosure: short CRWV and ORCL.
Oracle is cashflow-negative, has $105b in debt, trying to play in the big leagues with A-ball finances, and will never, ever see the $300b OpenAI promised them.
Oracle is cashflow-negative, has $105b in debt, trying to play in the big leagues with A-ball finances, and will never, ever see the $300b OpenAI promised them.
$CRWV 5-year bonds yield almost 11% now:
November 14, 2025 at 2:09 PM
$CRWV 5-year bonds yield almost 11% now:
The usecase for AI has been proved. Brb going to go buy $100mm of CRWV bonds
November 14, 2025 at 4:54 PM
The usecase for AI has been proved. Brb going to go buy $100mm of CRWV bonds
CRWV: hold my beer
November 14, 2025 at 2:10 PM
CRWV: hold my beer
speaking of data centers
$CRWV just traded with a $7 handle for the first time since May
$CRWV just traded with a $7 handle for the first time since May
November 13, 2025 at 2:46 PM
speaking of data centers
$CRWV just traded with a $7 handle for the first time since May
$CRWV just traded with a $7 handle for the first time since May
November 12, 2025 at 7:20 PM
happy CRWV ITM day to me
November 13, 2025 at 3:29 PM
happy CRWV ITM day to me
Hmmm CRWV breaks to new lows, Nvidia and Palantir continue sinking… but Nokia is up 1%. Finnish AI excellence is finally outperfing whatever these Yankees are doing. Used to pray for days like this.
November 12, 2025 at 3:52 PM
Hmmm CRWV breaks to new lows, Nvidia and Palantir continue sinking… but Nokia is up 1%. Finnish AI excellence is finally outperfing whatever these Yankees are doing. Used to pray for days like this.
recent ORCL, META, CRWV action seems like market is trying to chip away at some of the AI hysteria. but dispersion and year end sleepy mechanics may be too strong for a disruption until next year.
November 11, 2025 at 6:15 PM
recent ORCL, META, CRWV action seems like market is trying to chip away at some of the AI hysteria. but dispersion and year end sleepy mechanics may be too strong for a disruption until next year.
That was a disastrous earnings report from CRWV.
Yes, revenue more than doubled, but operating expenses nearly tripled, operating income fell by 2/3rds and interest expenses tripled. Debt service is 6 times operating income.
Yes, revenue more than doubled, but operating expenses nearly tripled, operating income fell by 2/3rds and interest expenses tripled. Debt service is 6 times operating income.
November 11, 2025 at 6:04 PM
That was a disastrous earnings report from CRWV.
Yes, revenue more than doubled, but operating expenses nearly tripled, operating income fell by 2/3rds and interest expenses tripled. Debt service is 6 times operating income.
Yes, revenue more than doubled, but operating expenses nearly tripled, operating income fell by 2/3rds and interest expenses tripled. Debt service is 6 times operating income.