"When you are building a new type of technology company, there will be periods of time when the market misunderstands and acts irrationally," CEO Mike Intrator wrote to staff. "We are confident in our business model, our customers, the extraordinary quality of our execution, and the relentless discipline around the financial engine we have built."

do we not know something?

"Oct 14 (Reuters) - CoreWeave (CRWV.O), opens new tab CEO Mike Intrator said on Wednesday market can sometimes 'misunderstand and act irrationally.'"

"The company's deal backlog is large enough to more ​than support its debt obligations, Intrator ​told employees in a memo that was ⁠seen by Reuters.

Issues such as the difficulties ​and delays observed in the attempted IPOs ​and debt financings of some of CoreWeave's rivals "are bleeding into the narrative around CoreWeave", Intrator said in ​the memo.

According to Bloomberg News, which first ​reported on the remarks earlier in the day, CoreWeave's ‌bonds ⁠have plunged to levels that typically indicate distress.

CoreWeave's unsecured debt due in 2032 traded below 80 cents on the dollar on ​Wednesday, Bloomberg ​News said ⁠in a separate report citing Trace pricing data.

CoreWeave has reported revenue backlog ​of $104.2 billion in the second quarter, ​up ⁠from $99.4 billion in the first quarter.

On top of the backlog, the company said it ⁠had ​secured more than $25 billion of ​net new customer commitments in the third quarter."

Just want to hear what other people are doing

Need honest thoughts, not questions, about this company, I bought for a small swing, but ig ima have to hold for a while till I get some profit, if it drops below 60, im selling, I am not holding this with it hitting fresh 52 week lows,
just need honest thoughts about this company

Is this normal?

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.

sooo...if 65 is the support you better load up here cuz its going to bounce.

I'm Down 35%

"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."

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

The neocloud massacre continues 😳

• $CRWV -15%

• $NBIS -10%

• $IREN -10%

• $HUT -9%

• $WULF -9%

• $WYFI -8%

• $CIFR -8%

Currently at this price at the neckline need thoughts

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.

But they do come from different angles which make it a valid argument.
But anyone who did not know the short case before buying this stock is just gambling or naive.
The thing they built is one of the most valuable assets in the world right now, the value of the stock rest entirely on which direction of this value go toward.

A lot of FUD misinformation floating around

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