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Brad Gerstner Brad Gerstner discussing why CoreWeave $CRWV is the only neocloud position he likes.. Interesting to hear from someone who knows Jensen, Altman, Satya etc. very well.. "We were investors in CoreWeave when it was a private company. We've been investors, you know, as they entered the public... show more
195,796 görüntüleme • 8 ay önce •via X (Twitter)
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@altcap This will age TERRIBLY.
@altcap Yeah but he pot committed from private and probably talked self into debt funded. All good. His argument they the best doesn’t hold water. That said, I actually believe it’s possible crwv mgt really does price deals to pay down the debt. Too early to prove imho
@altcap Nebius is still a better pick lol
@SpearfishingCap @altcap He’s selling his book. $CRWV only semi/infra not ripping this past 3 days
@altcap Hilarious because $CRWV is most definitely the worst of them all 😂😂😂😂😂
@altcap No one is building better software than @nebiusai lol
@altcap I’d be careful with neoclouds
@altcap Long $CRWV also. Added recently.
@altcap Aren’t they fighting to raise money and only have a few months forward cash?
@altcap Said a whole lot of nothing
@altcap He does mention it’s a smaller bet compared to others. Plus I think his cost basis is very low. May be lower than IPO price.
@altcap Maybe just trying to pump his bags so he can exit🤣
@altcap Bagholder
@altcap They dont own any of their equipment, its all rented, they have tons of debt, pretty sure they rent their location too. Yea this was a great business plan. This sounds like a half ass idea that a 3rd grader thought of in the sand pit
@altcap does he own iren or nebius? @grok
@altcap Kinda like $NBIS here vs. $CRWV
@altcap Company that struggling to build 1 datacenter.😅
@altcap just fyi
@altcap I like Brad, but he may still be selling his book here.
@altcap Funny cuz even as investors they protect their positions. Not uncommon to put a collar on their position to reduce risk so even if it goes south they are guaranteed to profit. $CRWV is over leveraged.
@altcap $NBIS
@altcap Haha, MICHAEL INTRATOR (CEO $CRWV) sells and Brad Gerstner @altcap buys $CRWV. In last quarter 2025 you made MICHAEL INTRATOR about 74 M USD happier, Brad!
@altcap @mikealfred I thought Brad was smart?
@altcap Altcap has existed it position in CRWV, check 13F filings and Form 144's.
@altcap Lmfao I’m sure he’s truly adding to his position. He’s trying to unload his bags
@altcap Happy Galaxy noises
@altcap I will never forgive myself for not heeding @altcap Micron call a year ago.
@altcap $CRWV It's a massive bubble, Brad talking like Gen Z Reddit simp Nvidia is fine
@altcap Tell me you’re outside the arena without telling me 😂
@altcap Lmao so comical @DarioCpx
@altcap I watched that interview and he had little clue what he was talking about. Wouldn't want to be his investors. Unlimited demand!!! Really, then why are rental rates below energy and opex costs. (They never asked him.) Baffle em with bullshit vibes.
@altcap
@altcap Is it true they are insolvent.
@altcap This was situation with few years ago with $GOOG nobody beleived in it and here we are best 2025 big tech.
![Netanyahu's spokeswoman Caroline Glick struggles to give a straight answer when asked repeatedly by ABC News' Kyra Phillips if Trump "forced Israel's hand" into going to war with Iran. Phillips: "Did [Trump] convince the Israeli Prime Minister to go to war, or was it the other way around?" Glick: "No, I think it– you know, I think his concerns were– were very important, uh, for the decision of when to go..." "'Force' is– is– is maybe not the– the word that I would have chosen, although it's a– it's a fine word, just in the sense that we've been, we– we've been working together and you know, he– he– he leads decisions and, uh, and, uh, we go along with it, and if there's, you know– and we have a conversation, it's a conversation that we have, and, you know, and– and so the concerns are voiced by all sides."](https://image.24vids.com/tw-2029375186395636103/amplify_video_thumb/2029374789610078208/img/SbQcJYEyZPdNJroa.jpg)
![😡GROTESQUE: Jared Kushner on Gaza— "[I'm a] volunteer to help the government when asked... [but] we appointed [the] new government in Gaza... businessmen who are risking their lives." "Tony Blair has been great." "We're building a Palestinian police force." "Steve [Witkoff] and I are both realizing, 'Oh, my God, there's a lot to do to keep this thing held together.'" ---------------Partial transcription of clip---------------- "I have not joined the administration, so I'm still just a, volunteer like other businessmen who volunteer to help the government when asked. The level of engagement has definitely been a lot more than, I anticipated. "It really got started with Gaza. I was helping, Steve Witkoff, who's, really, an amazing human being. And he's really made a big sacrifice to go and devote his life to trying to make a difference on some of these, very, very challenging issues. And I know firsthand how lonely it is to be in those jobs and how hard it is when everyone's rooting against your success. "And so I spent a lot of time helping Steve, just quietly. And then when things got very intense with Gaza, Steve, and the president asked me to get more involved operationally, which obviously, when the president asks you to do something, you do it. And, we worked together incredibly well. We're able to achieve an outcome that, I think nobody thought was possible. "For two years, the war in Gaza was raging. It was causing really, a big dark cloud over the entire world. And I think that, it was something we were able to get in. And really, with the great help of our partners, in Qatar and Egypt and Turkey and many others who helped, we were able to get to a great outcome. "And now the 20 hostages have been brought home. All 28 bodies have been returned. It's the first time since 2014 that there's no, hostages or dead bodies in Gaza. And now that's creating the conditions for a new beginning. "You know, the other side of it as well is now that the war has stopped and we've, you know, a lot of people thought it wouldn't hold. It was a very delicate ceasefire in the beginning. You know, I thought I would get the deal done, and then, you know, I'd go back to my life. But then Steve and I are both realizing, oh, my God, there's a lot to do to keep this thing held together. "You know, there's so much here hatred and emotion and distrust when you're ending a war that you can't just, like a light switch, turn it on and off. So we, then started focusing on how do we deal with the massive humanitarian issue that was occurring in Gaza. You had 2 million people there. "We've been able to work with the United Nations. I give Tom Fletcher a lot of credit. We've, put in more humanitarian aid into a war zone. Than I think has ever been done in history. So now, there's a lot of aid in there, and we've started the rebuilding process. I know Yakir, Gabay is here, who's a great friend of mine, and, he's basically volunteered all of his time away, from his businesses to try and help us come up with a plan to do this. "Tony Blair has been great, so we really have brought a lot of great entrepreneurs and thinkers in, and I think we're, making a lot of progress. And, we're currently, I think it's about four months, since the war, was stopped, and I think nobody thought it would last this long. And, we're kind of at the final stages of the negotiations with Hamas on the demilitarization, where, they've basically agreed in principle to, follow through. That was the agreement we did. Now their concerns are mostly about, well, if we turn over our weapons and we do this, who are we turning them over to? "And, we're building a Palestinian police force. Right now we had over, I think about 200,000 applicants for it, and I think over like 70,000 that passed our vet. So we're going to build a great Palestinian police force, and so we have to work it through. And I think that we appointed a new government in Gaza, which also was a very interesting, experience all, again, businessmen who are risking their lives, to go in and do public service in that area. And, our goal is just to really help them. And I think we want to see this region built for, at least Gaza. We want to see it built for the people of Gaza."](https://image.24vids.com/tw-2037701588664684901/amplify_video_thumb/2037698393980751872/img/6KMUsGH_fQ3KaVLo.jpg)
