Big news! CoreWeave debt is dumping and CDS rates surging!!

We told you guys to leave this stock alone. Don’t invest in things you don’t understand.

No posts from Lucid?

I’ve seen a ton of posts in the past few weeks arguing why CRWV is screwed, and everyone is fast to comment how stupid they are and why are you posting here if you don’t believe in CRWV. Then people freak out when the stock is down. Part of being a good investor is knowing the risks to your investment and acknowledging how things can go wrong, not just picking the opinions of the people who agree with you. I think subs like these or DRAM do more harm than good. I work at a hedge fund and all the diligence/research we have done on CRWV screams a short, and debt investors agree with me. Good luck out there but don’t disregard criticism of your thesis, the story is a lot more complicated than AI demand > supply.

I see a lot of comments that still support a bullish position on this company.

What you read in the media and what is actually happening are rarely the same. Media, mainly financial analysts, are incentivized to promote bullish sentiment and price targets. The analysts that write the positive news works for a company that either took them public with IPO or hold a significant position in their stock, or are the financing arm to the bond markets- they profit only when the stock price goes up or they get their commissions from IPO/bonds.

This creates a financial incentive to keep the narrative positive, regardless of the overall health of the company.

Companies that are arranging the financing are not loaning companies like CoreWeave the money, instead they get paid fees for putting packages together and finding the investors to align the money- this is important to remember because the people arranging the money take absolutely no risk if the company is dogshit. They get their fees then unload the risk to the investors. They also won’t get any revenue from commissions if no one wants to invest- so financing arms are incentivized to promote the company, if they didn’t, their revenue would suffer. Again they take no risk if the company they help to finance goes bankrupt.

You may not believe this, many of you won’t, but you can simply research this for yourselves- compare buy, hold, and sell ratings on any random company… you will see buy ratings dominate, hold ratings are second most common, and sell ratings are rare and usually only represent less than 10% of all the ratings, if at all. Enron maintained buy rating with positive analyst sentiment even as the insiders were unloading their shares, same with Bear Sterns, etc. These examples represent edge cases but stand as a warning that there is a disconnect from what is being reported and what is actually happening and that disconnect almost always stems from a financial incentive to keep the narrative going.

I say all of this because the media has you believing this is a huge growth company that is positioned to steal the market share, however, the people willing to invest are thinning out and as a result the bond rates are accelerating- pay attention to those rates, they tell you what is actually happening. Not Intrator, not Goldman, not CNBC

A day like today is rarely an isolated event. As many people are trading with margin, mainly those in AI trade, there is a risk of margin call at tomorrow’s open. Fuck Lucid.

I wrote this thesis in July. There is no future with this company and the actions of its execs speaks to power. Should be trading in single digits within a year! 🚨‼️

A lot of FUD misinformation floating around

https://x.com/KawzInvests/status/2110420991201705991?s=20

Come out,
Come out wherever you are.

Hey guys,

CoreWeave $CRWV is sitting in a classic descending triangle right now after pulling back from its post IPO high of $187.

The heavy sell off sent the price straight back down to key support at $64.00, which has held up three times now as a solid rebound level alongside oversold RSI conditions. On top of that, today’s drop finally closed an open downside price gap from July.

Bullish Rebound & Gap Targets: If support holds and price breaks out above the triangle pattern, initial price targets align with 4 open upside gaps, followed by a long-term 1.618 Fibonacci extension target above $150.

(NFA)

$CRWV Stock CoreWeave | WHY IS CRWV SELLING OFF HARD ? | Technical Analysis

how are we down to 70

Just want to hear what other people are doing

"CoreWeave's co-founder and chief development officer, Brannin McBee, told the Financial Times this week that the company is pursuing what he called effectively unlimited capital from insurers to keep financing its GPU clusters. "

....

"The IMF has flagged a sharp buildup in debt financing AI infrastructure as a genuine macro risk. It's warned that a pullback in hyperscaler spending could force costly reallocations of capital and leave excess data center capacity sitting idle. Amazon, Google, Meta, Microsoft and Oracle together issued $121 billion in bonds in 2025 alone, roughly four times their average annual issuance from 2020 through 2024. CoreWeave's push into insurance capital is the same trend one level down the stack: a company with no profits yet and all its value tied to Nvidia chip demand, trying to borrow at hyperscaler-like rates.

If insurers do open the tap the way McBee wants, it becomes the blueprint for how the entire AI buildout gets financed over the next few years. Not through corporate profits, but through a shadow banking system built on GPU collateral and actuarial math. If AI demand softens even slightly, that's a lot of insurance money sitting in data centers that may be worth less than the paper written against them."

15%yield for (((UNSECURED LOANS)))only , two months ago Jensen said he'd back up 500billion in infrastructure to the build out not just coreweave but in whole space. Getting a Jensen backed loan would be (((SECURED BASE LOAN))) and where rates from 5-9% if not better. Side note Jensen has insensitive to see coreweave succeed.

In july we hit 60...does this feel worse or not as bad in terms of fundamentals