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NASDAQ:CRWV
CoreWeave (CRWV)
Financials 
Technical Analysis 
Jun 16, 2026, 12:00 amThis summary was created by AI, based on 15 opinions in the last 12 months.
CoreWeave (CRWV) has been a hot topic among investors, largely due to its involvement in the data center and GPU rental market. Despite a substantial 93% increase since its IPO, the stock has witnessed a significant decline of 59% from its peak. Experts note that while there's considerable demand for data centers and GPU rental, concerns linger about future growth potential and debt levels. The company has supportive investors like NVDA, but there are worries regarding cash burn and the overall financial health amidst rising scrutiny. Opinions vary, with some finding CRWV attractive due to its partnership with major tech players, while others advise caution given its volatile nature and complex market dynamics.
We are quite shocked, frankly. 'Everybody' turned negative on CRWV in the weeks before it went public, and then it landed with a thud and a dud. Then, it goes up 41% yesterday. The float is quite thin, and some shareholders cannot sell for 180 days, and this can increase volatility. ARK Funds were buying this week. There was no news yesterday, but options are now listed on the stock and we expect it to be a popular stock with the retail/meme trading crowd. The big jump does not mean all is clear in the data centre space, but it is of course encouraging. Another example of how sentiment can swing wildly. We would still prefer the other data centre companies but it is one to watch. There are risks here, but also opportunities.
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It IPOs on March 28. In 2025: $1.91 billion in revenues, $15.1 billion RPO and 96% revenue come from contracts that last 4 years. Not yet profitable, but moving in the right direction. Great growth, but what are previous generation GPUs worth, how concentrated are its customers and will demand for computer continue? He thinks demand for AI infrastructure will stay strong for a long time, so he's interedsted in CRWV. The IPO price if $47-55, but it lacks profits. Grew 700% last year, and projects 200% in 2025. So considering enterprise value, you can buy this in the $50s, but not $60s.
It IPOs on March 28. In 2025: $1.91 billion in revenues, $15.1 billion RPO and 96% revenue come from contracts that last 4 years. Not yet profitable, but moving in the right direction. Great growth, but what are previous generation GPUs worth, how concentrated are its customers and will demand for computer continue? He thinks demand for AI infrastructure will stay strong for a long time, so he's interedsted in CRWV. The IPO price if $47-55, but it lacks profits. Grew 700% last year, and projects 200% in 2025. So considering enterprise value, you can buy this in the $50s, but not $60s.
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IPO'd only about a month ago. For many, like the canary in the coalmine that all was clear for the AI revolution to rise again. He'd like to own it, but there are a lot of moving parts. Will become an investment, but more of a trade right now until supply/demand with stock options is out of the way. Reminiscent of the highs and lows of PLTR.