$CRWV CoreWeave Inc. Class A Common Stock

Meet Kevin发布 2026-09-02

《Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop》

CoreWeave面临显著下行风险，因资产负债表不佳（高债务/低现金）以及过度资本开支导致的负自由现金流。

Coreweave是最值得买入的Neocloud。华尔街对Coreweave有什么不满？这家Neocloud的股价已经停滞了12个月。

Cororeweave is the best Neocloud buy. What does Wall Street have against Cororeweave? Shares of the Neocloud have been stalled for 12 months.

Coreweave目前的交易价格仅为预期2028年收入的2.2倍，远低于Nebius和Iron。Coreweave拥有最大的业务，预计今年将产生129亿美元的收入，约为Iron的四倍，而Iron又大约是Nebius的四倍。

Coreweave is now trading at just 2.2 times its expected 2028 revenue, well below both Nebius and iron. Cororee has the biggest business expected to generate 12.9 billion in revenue this year about four times that of Iron which in turn is about four or sorry of Nebius which is in turn about four times that of iron.

看原视频1:32:03

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Meet Kevin发布 2026-08-27

《The AI Stock Rally is BACK. For Now.》

$CRWV看涨

在价格下跌后，CRWV值得关注且令人青睐；初期的估值阵痛已被市场消化。

现在 Cerebrris 一直严重高估。我在 IPO 时就称它严重高估。它已经跌下来了，不久前跌到了 200 多美元的低到中位区间，然后又跌得更低了。

Now Cerebrris has been highly overvalued. Um I called it highly overvalued at the IPO. It's come down uh it came down quite a bit into like the low to mid 200s uh a little bit ago and then it just came down even more.

我喜欢它。我觉得其中一些最初的痛苦已经被消化了。我可能会错。也许现在还为时过早。但我认为这非常有趣。

I like it. Uh I I think some of that initial pain is drisked. Could be wrong. Maybe maybe it's still too early for it. But I think this is very interesting.

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InvestAnswers发布 2026-09-24

《🚀 Space vs Politics | AI Boom, Stargate Stress, Muse, SOL + Memory 🔥》

$CRWV看跌

CoreWeave 并非买入标的，高负债以及新债发行带来的股权稀释是负面因素。

CoreWeave也一样，他们也在做一些不一样的事情。我一直不喜欢CoreWeave，因为他们的债务水平极高，而且他们是那种NeoCloud玩家之一，但他们也又筹集了一大笔债务，这会稀释他们的股票，当然其中很大一部分利率相当低，你知道，相比我们看到的其他一些垃圾债要低得多。

但再说一次，这会影响你手中股票的稀释等等。所以大家要小心。

and coreweave too they are doing some different things too. I never like Cory because they're extremely high debt levels and uh they're one of these NeoCloud players, but they too have raised additional bunch of debt which will dilute their stock and of course much of it is at a quite you know quite a low rate compared to some of the other junk stuff we saw.

But again this impacts dilution in your stock etc. So watch out out there.

看原视频08:38

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Jose Najarro Stocks发布 2026-09-22

《The Market Is Underestimating This Massive AI Demand Shift》

$CRWV看涨

Coreweave有能力锁定更高价格的合同并筹集资金，这支撑了对其自建数据中心扩张的看多观点。

我们已经看到像 Coreweave 这样的公司在展开合作。真正让我对 Coreweave 感到兴奋的是 GPU 的定价，但在 9 月 17 日，他们宣布将以更高的价格签约新的算力。

We've seen companies like Coreweave partnering. What really excites me about Coreweave is the pricing of the GPU , but on September 17th they announced that they are contracting new compute capabilities at a higher price.

我们在之前的一期节目里谈到过这一点，现在他们正在考虑约 3 到 6 个月的短期数据订阅合同，每兆瓦的成本约为 4000 万美元。

We talked about this in a previous episode, that now they are looking at short-term data subscriber contracts of about 3 to 6 months, which cost about 40 million per megawatt.

看原视频06:53

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Meet Kevin发布 2026-09-18

《Anthropic *SUDDENLY* Delays IPO & Nscale IPO Looks BAD》

$CRWV看跌

Coreweave 的资产负债表状况不佳，流动性不足以覆盖近期债务。

但 Coreweave 是另一场灾难。Coreweave 刚刚又筹集了更多资金，但他们现在甚至没有钱支付账单。所以，Coreweave 大约有 80 亿美元的现金和应收账款，但他们有 180 亿美元的账单要付。

他们刚刚筹集了 30 亿美元的可转换票据。他们筹集的转换规模提高到 37 亿美元，但即使你在此基础上再加 40 亿美元，仍然不足以支付他们未来 12 个月的账单。Korweef 的资产负债表很糟糕。

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.

看原视频22:08

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Jose Najarro Stocks发布 2026-09-18

《AI Compute Demand Could DOUBLE Again by 2027!!》

$CRWV看涨

CRWV 是核心持仓；在 79 卖出看跌期权被视为降低成本基础或以低于内在价值买入的有利方式。

我投资于 Nvidia、AMD、Credo 和 Astera Labs 等公司，以及 Coreweave 等现代云计算公司。

I invest in companies such as Nvidia, AMD, Credo and Astera Labs, as well as modern cloud computing companies such as Coreweave and others.

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Jose Najarro Stocks发布 2026-09-17

《CoreWeave & Nebius GPU Pricing Just Exploded — Here’s Why》

$CRWV看涨

CRWV 是一个看涨论点：其活跃电力超过 1GW，市值 43B 美元，短期合约定价约 40M 美元/MW，可实现快速回本，这些因素压过了对新增可转换债券和 ATM 增发选项的担忧。

在今天的节目中，我真正想讲的是两家 NeoCloud 公司，Nebius 和 Core 刚刚发布了一些非常惊人的公告。

On today's episode, what I really want to cover is two NeoCloud players, Nebius and Core just reported some amazing announcements.

现在，我会在本期节目最后讲 Coreweave。也有一些看跌的因素需要考虑。

Now, I'm going to go with Cororeweave right at the end of this episode. There's also some bearish things to consider.

接下来，我想谈谈我最喜欢的股票之一。这就是 Coreweave。现在，这是我目前最喜欢的 NeoCloud 公司之一。这就是我看涨 Neo、看涨 Core 的原因，它的市值为 430 亿美元。

然而，你拥有超过 1 吉瓦的活跃电力。当你把它按年计算，并且当所有这些开始被很好地收费时，你可以用那一吉瓦赚很多收入。所以，我相当兴奋，尤其是当他们的一些长期合同开始生效时。他们将能够更好地获得其中一些定价。

Next, I want to jump into one of my favorite stocks. This is Cororeweave. Now, this is uh one of my favorite NeoCloud players right now. This is the reason I'm bullish in Neo in in Core is at a $43 billion market cap.

Yet, you have over 1 gawatt of active power. You can make a lot of revenue with that gigawatt when you kind of put it on a yearly basis and when all of that starts being charged really well.

So, I'm pretty excited, especially as some of their longer contracts are starting to pull over. They're going to be able to kind of get some of these pricings better on.

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Parkev Tatevosian, CFA发布 2026-09-15

《AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX?》

$CRWV看跌

将 CRWV 下调至持有，原因是算力需求可能放缓，影响未来合同续约。

Marll、SK Highex、Micron 和 Super Micro Computer 各自下跌 6%，而 Core Weave、SanDisk、Intel 和 AMD 均下跌超过 4%。

Companies like Marll, SK Highex, Micron, and Super Micro Computer each down 6% while Core Weave, SanDisk, Intel, and AMD were all down by more than 4%.

看原视频01:04

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