How Meet Kevin’s view on $CRWV changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo5 entries

2026-09-18Bearish

“Anthropic *SUDDENLY* Delays IPO & Nscale IPO Looks BAD”

Coreweave has a bad balance sheet and insufficient liquidity to cover near-term obligations.

But Coreweave is another disaster. Coreweave just raised more money, but they don't even have the money to pay their bills right now. So, Coreweave has about $8 billion in cash and receivables, but they have $18 billion in bills to pay.

They just raised $3 billion in convertible notes. The conversion they raised to $3.7 billion, but even if you add $4 billion to that, it's still not enough to pay their bills for the next 12 months. Korweef has a bad balance sheet.

Watch the source22:08

2026-09-02Bearish

“Sam Altman JUST Accidentally Exposed the AI Collapse.”

CRWV has high debt risk due to massive capex ($14B) vs low op cash flow ($3.6B) and a weak balance sheet (3:1 short-term debt to cash ratio).

Is Sam Altman right about the unsustainability of Neo Clouds? The best way to analyze this is to look at CoreWeave's financial data, which we will do in a few moments.

However, this will be the last time a lifetime subscription is available. So, how does this circular nature work ? What do we actually see at CoreWeave? What's happening with companies like Cudo?

Watch the source05:56

2026-09-02Bearish

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Direction flip

2026-08-27Bullish

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Direction flip

2026-08-24Bearish

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