My thoughts on $CRWV

do you realise free cash flow services debt not revenue ?

Ya dude, the math ain't mathing. How about the cost of that oh so sweet revenue?

Some mighty fine Cope you've got there.

Dr. Wilson?!!

Thank you Adam. Good to hear a voice of reason and facts after the past few days.

You do a great job on Fox Bus. Gonna be hard for me to watch without Maria but I’m still following you.

Nice call... this will age well.

Can’t imagine Nvidia would let Coreweave fail.

This too shall pass

Appreciate the confident thoughts, Mr. Johnson; we don't own CRWV but have in the past. We have nothing to invest, but, holding onto the SI-related stocks we own.

Fair question. "Why is it we can only express these extremists views?" Is this a cultural attractor or priors best explained neurocomputationally? @grok

@grok 总结说啥了

Love the confidence in $CRWV . I bought more $NBIS. I don’t think the narrative has changed.

I wish you a Good Day(s)! In other word(s), like(s)!

Definitely no time to sell Hold, or buy the dip

Love the way you explained it. Appreciate the sanity you bring with your thoughts.

Anthropic Q3 revenue was a big miss - $16.8bn for the quarter vs $5.4bn implied monthly run-rate for July (which was reported in Aug), implying close to 0 growth in August and September. This has weighed heavily on sentiment, as a key pillar of the AI investment thesis is the ARR growth trajectory of frontier models. The funding stress facing Coreweave and the neocloud ecosystem are further exacerbating concerns." - Goldman Asia S&T. CRWV is the cleanest short in the NDQ

@grok breakdown Coreweaves revenue vs expenses and provide your opinion on its business model risks.

130b not 104b

🔥

I’ll take the other side. Thanks for playing

100%

Well said

Goodness, that’s a problem

Well said

Agree

An Equity analyst talks "credit", and loses

How about the CEO and CFO stop selling shares and buy some instead, but not 10k, try 10m and it ll leave a good impact!

you da man. plz get back on TV

The founders were the ones that caused the panic selling. They just wanted to secure thier piece of the cake. Otherwise its super bullish

Dude you’re funny!

excellent post 🫡