WTF Is Actually Happening With CoreWeave?!

These AI produced breakdown vids are great 💪

Glad you like them.

Very useful!

First, this potential debt overhang is unique to Coreweave, yet all AI and related stocks tanked last week. Second, GPU demand is not leveling off, it is exploding. Yes, even though models are getting better and cheaper, demand is outpacing that and I don’t see GPU demand slacking off for a minimum of a year, but likely 2+ years. So I see this as a stock buying opportunity. And yes, I’m talking my own book as I bought a basket of AI stocks last week that got hit with this latest panic (minus Coreweave, just to be safer).

Every week please!!!!!

Some how this animation seems eerily similar to CDOs lol

if the debt overhang is unique to $CRWV, why did $NBIS and $IREN gap down 10%+ on the same headlines. the market's pricing the financing model, not the balance sheet

This is amazing

at least coreweave moves. my cybertruck jar has sat at $6.05 so long it's basically a stablecoin

This is literally what happened to Silicon Valley Bank, but the government backed it up. CoreWeave is in the wild unless big tech saves it somehow to keep the party going, which they should.

Excellent work

Don’t trust chamath this guy is cunning

IREN has the best position

@bot I like this video style for my learning videos. Take notes

Buying opportunities 🤫

These AI voiceovers don't sound great

Thank you!

This was great

so Corewave is totally addicted to OpenAI and Anthropic going public with enough fresh capital. That was also in the Pod, when Chamath mentioned, that $250B at $1T valuation would be much more crisis robust than $100B at $2B+ Also interesting the different approach from Corewave having 5Y and SpaceXai having 90 days contracts. PS: So funny, how Amazon, Microsoft, Apple, Google is all kind of "out" - but Google has a really big stake in SpaceXai - so they rent GPUs there.

Ok - this one is quite long, but very informativ. Thanks. So I just think - what are the outcomes of this. And where do the AI companies earn their money from. The only conclusion I would have: MASSIVE BUBBLE

Fabulous work - thank you sir !

Short term noise IMHO.

Seems it might touch its IPO price. $40 to $45 might be a good entry price

Even if the coreweave issue is timing, if another company offers a similar product at a similar price point, they are done. This is what bad debt looks like, only this time it's hidden behind 'private' investment.

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