CRWV
CoreWeave$86.76live · 9h agoTotal predictions
2
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
0
Bull / Bear
1 / 1
direction split
YouTubers covered
1
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Predictions (2)
Meet Kevin2 callsBearish
Kevin expresses concern about CoreWeave's heavy debt load relative to its cash and receivables, viewing its balance sheet as much weaker than peers like Nebius and a likely reason it needs to keep raising capital.
Earlier thesis (1)
CoreWeave is grouped with other hardware/AI infrastructure names Kevin expects to benefit if his bullish Iran-deal scenario plays out.