What top creators are saying about CoreWeave, Inc.(CRWV)

Set for short positions

Explicitly issues a buy recommendation driven by demand and potential regulatory capture for compute prices.

Benefits directly from surging global demand for compute power, though it carries higher debt loads and requires market comfort with heavy CapEx.

Held as a long position in the fund Situational Awareness.

Identified as a key ticker from a heavily discounted liquidated portfolio.

Live pricing data displayed on the market ticker bar at $73.90.

Showing significant positive percentage change of +22.20% on the data center watchlist.

Top position by current market value in the 13F holdings data for Value Aligned Research Advisors LLC.

Fell 11% amidst aggressive profit-taking and volatility in high-beta hardware and AI infrastructure plays.

Traded higher after hours following news of Google's expanded capital expenditures.

Received a Buy rating from BofA with a $140 price target

BofA reiterated Buy rating with a $140 price target.

Trading at a significant 60% drawdown from recent highs.

Expected to underperform over the next 12 months due to hyperscaler competition and commoditization of services.

Shown with a slight price decrease in visual data.

High beta play seeing a strong rebound toward the $95 level.

Entered a 600MW contract at the Helios facility projected to generate $900M in annual revenue.

Beneficiary of Nvidia's credit-support model to finance large-scale infrastructure.

Partnering with Nvidia for financed GPU deployments to address AI infrastructure financing struggles.

Facing a structural shift in customer base that could place a ceiling on future demand as major clients move in-house.

Fell 7-10% due to potential oversupply of AI compute

Mentioned as a key anchor tenant relationship supporting growth in AI infrastructure.

Mentioned in the context of AI infrastructure and data center expansion synergies.

Identified as an anchor tenant relationship supporting the growth of Galaxy Digital's infrastructure projects.

Mentioned as a positive component within the AI and infrastructure investment landscape.

Identified as a key anchor tenant relationship supporting infrastructure growth.

Market data shows negative price movement of -2.10%.

Mentioned in the context of a lease credit renegotiation affecting the portfolio's strategic outlook.

Positive sentiment driven by a lease credit renegotiation and expansion of capacity.

Maintains a 15-year anchor lease at the Helios AI/HPC campus.

Entered into an 800MW lease agreement with Galaxy Digital that is expected to potentially undergo credit renegotiation to investment grade.

Engaged in a major contract with Galaxy Digital expected to drive significant annual profits through data center operations.

Currently utilizing 133MW at the Helios facility with significant additional capacity scheduled for delivery through 2028.

Currently utilizing 133MW of energized power at the Helios campus with plans for significant expansion.

Dropped to $103-$105 range; analyst suggests a buy opportunity if it falls under $100.

Price data tracked at $117.95.

Tracked on visual stream data

Positive price movement of +2.38% tracked in visual data.

Identified as a key tenant for Galaxy Digital's data center business, indicating operational partnership and market relevance.

Key infrastructure provider built specifically to power the AI boom.

Short position maintained by Jim Chanos, who argues valuation multiples are too high relative to supply chain controllers.

Beneficiary of the massive ongoing need for data centers and AI infrastructure.

Previously held position by the Situational Awareness LP fund.

Strategic long position in a specialized data center operator focusing on AI power needs.

Perceived valuation gap; expected to grow significantly from current sub-$10 billion valuation as infrastructure demand scales.

Assigned a moderate valuation multiple based on software differentiation.

Highly bullish sentiment driven by the significant increase in GPU rental rates.

Acts as an 'AI landlord' with 6-12 month advance bookings and high profitability from renting out older GPUs for inference tasks.

Part of the emerging trend of AI infrastructure companies generating their own power on-site to overcome compute constraints.

Recognized as an established player with a decade of infrastructure building, making it a high-quality alternative to speculative pivot stocks.