Latest analyst takes
Ricky GutierrezBEARCRWV (CoreWeave) may look resilient because it can grind higher despite being overbought, but in this premium/speculative setup a major EPS miss (not just revenue) is exactly what can turn the tape ugly fast.3d ago
Investors UndergroundBULLCRWV looks like a long setup if it pulls back—I'd like to see dips toward the 115 area followed by stabilization (green-to-red turning) before momentum kicks in.20d agoInvestors UndergroundBULLCoreWeave (CRWV) — discussed as a compute-rental winner in the AI trade — has strong fundamental traction from hyperscaler deals but looks overextended after a 30-to-70 style run and is susceptible to sharp reversion on market weakness.28d ago"CRWV (CoreWeave) may look resilient because it can grind higher despite being overbought, but in this premium/speculative setup a major EPS miss (not just revenue) is exactly what can turn the tape ugly fast."
"CRWV looks like a long setup if it pulls back—I'd like to see dips toward the 115 area followed by stabilization (green-to-red turning) before momentum kicks in."
"CoreWeave (CRWV) — discussed as a compute-rental winner in the AI trade — has strong fundamental traction from hyperscaler deals but looks overextended after a 30-to-70 style run and is susceptible to sharp reversion on market weakness."