What top creators are saying about CoreWeave, Inc.(CRWV)— Page 7

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.

Mentioned as an established NeoCloud benchmark against which NewBird AI's capital raise is compared.

Used as a comparison point for Oracle's superior RPO commitments.

Identified as a 'NeoCloud' provider with extremely low investment risk due to massive AI compute demand.

Identified as a preferred neocloud partner for NVIDIA.

Massive position held via equity and calls representing approximately 22% of the portfolio.

Facing high operating expenses and supply chain issues despite a massive revenue backlog.

Poised for significant growth, with NVIDIA providing a crucial 'backstop' for future leases, enhancing competitiveness. NVIDIA invested $2 billion at $87.20/share.

A specialized cloud provider that saw its stock rise 13% in a day, benefiting from strong sentiment in the AI infrastructure sector.

Down 7.3% to $72.80, selling off with other data center plays and crypto-related stocks.

ARKK fund bought significant shares of the company.

The fund's second-largest holding ($563M position), viewed as a leading neocloud provider that will be a direct beneficiary of big tech's massive spending on AI.

After a deep dive to assess solvency for a short thesis, the speaker concluded the company is not at immediate risk of bankruptcy and will be 'flush with cash' if its plan works. He decided against shorting it, calling it a 'quagmire' due to risks around contracts and margins.

A private AI infrastructure company that was reportedly down 45% from its peak, signaling market jitters and a potential slowdown in the AI sector.

Mentioned as a 'data center play' that was down significantly, likely due to negative sentiment spilling over from Oracle's debt issuance.

Impacted by negative market sentiment regarding debt in the datacenter sector.

The stock is viewed as undergoing a healthy consolidation after massive price increases. The long-term outlook is considered bullish due to massive demand for AI infrastructure, despite short-term volatility.

The stock dropped significantly due to a delay in a data center project and a high debt-to-equity ratio of over 300%, which the market views unfavorably.

Has an 800MW contract with Galaxy Digital generating $1.2B/year in revenue, highlighting its significant role and growth in the AI data center space.

Has a 'particularly attractive' contract with Galaxy Digital, which is projected to generate $16.2B in EBITDA from $6-7B in CapEx.

A private pure-play on AI infrastructure with massive projected revenue growth, but faces significant risks from competition, high customer concentration (Microsoft), and potential changes in GPU supply.

Mentioned as the lessee of Galaxy Digital's 800MW Helios data center campus.

Rallied to 126 from 115 following the Oracle/OpenAI data center news, benefiting from the validation of demand for AI infrastructure.

Engaged in a 15-year lease with Galaxy Digital for $1.2B/year in revenue, indicating significant business operations and growth.

Mentioned as part of the core long-term AI investment thesis, showing recovery after the dip, which is viewed as an opportunity to increase exposure to this theme.

Mentioned as a key partner for Galaxy Digital's AI business, having contracted 800MW of data center capacity.

Presented as a 'battleground' stock. The bull case suggests its price will 'at least double,' while the bear case includes a known short thesis, with Shkreli stating he would 'probably short it'.

Mentioned as a major tech company and customer leasing data centers from Galaxy Digital, indicating strong demand in the AI infrastructure space.

Experiencing growth and market share gains in the AI infrastructure space, and has entered a significant partnership with Galaxy Digital.

Credit risk is rapidly declining due to significant deals with Nvidia ($NVDA), OpenAI, and Meta ($META), totaling over $26 billion in September alone.

Secured a significant AI infrastructure deal worth up to $14.2 billion with Meta, indicating strong and sustained demand for AI computing power.

Up +7% pre-market after securing a $14 billion deal with Meta to supply computing power, highlighting its strong position in the AI infrastructure market.

Is the tenant in a 'triple-net' lease with Galaxy Digital, covering maintenance CapEx, property taxes, and insurance. The insight is primarily about the structure's benefit to GLXY.

Mentioned as having an 800MW data center lease with Galaxy Digital, which is expected to generate $1.2B/year in revenue for Galaxy.

Secured a significant 15-year lease with Galaxy Digital for 800MW, becoming a major customer.

Has an 800MW contract with Galaxy Digital's Helios facility, and an additional 800MW is expected to be approved by year-end.

Secured a $6.3 billion contract with NVIDIA through 2032, significantly de-risking its revenue and making it a much stronger counterparty.

Has an existing 800MW data center lease with Galaxy Digital, which is a key component of the bullish thesis for Galaxy Digital.

Is up 19.5%, trading at 119.46, following news of an $18 billion payment agreement with Galaxy Digital.

Mentioned as a key customer of the fast-growing data storage startup Vast Data, indicating it is a significant player in the AI infrastructure space.

Mentioned as an example of an AI infrastructure company that had a successful debut, suggesting the IPO window is open for similar companies like Databricks.

Partner in a deal with Galaxy Digital, leasing 800MW of data center capacity expected to generate $1.2B/year in revenue for Galaxy Digital.

Sold off sharply (down as much as 19%) after earnings. While revenue beat, the company missed on EPS, had a large run-up into the report, and faces an upcoming share lockup expiration.