CoreWeave

265 atoms · 跨 55 天 · 首见 2026-04-14 · 最近 2026-07-03

三色: 🟦 fact 194 · 🟥 take 71 · stance ▲102/▼38/◆33

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 8

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 264 · 卖 1

时态: fresh:240 · aging:15 · stale:9 · expired:1

标签: 好数字:162 · 好信源:74 · 好观点:59 · 好思考:8 · 好问题:4

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 13 位作者 (KOL13) vs ▼ 13 位作者 (KOL13)

⚖️ 多头 13/13 来自KOL

🔥 核心观点 · 1 个

≥2 个独立的人各自表达 take (已排除新闻 bot) · 多空按人算 · 跨语言合并

• 调整后EBITDA预测
  1 人观点 · ⚪ 中性 · X · +1快讯 · 🥇 @sssjeffpu ★★★★ (2026-05-21)
  <details><summary>展开 2 人 · 2026-05-21→2026-05-21</summary>

• · X @sssjeffpu ★★★★ [2026-05-21]
  - ▲ X @jukan05 译 [2026-05-21]

📄 广泛报道的事实 · 4 个

🔗 因果传导 (causal map)

*CoreWeave 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (3)

• 🟢 NVDA · 产能依赖 · 1 次陈述
  We are the first cloud provider to bring up and validate @nvidia Vera Rubin NVL72.
• 🔴 ORCL · 竞争 · 1 次陈述
  CoreWeave 在执行力上优于官僚的 ORCL
• 🔴 Dell · 订单转移 · 1 次陈述
  SpaceX & CoreWeave evaluating direct deals with Quanta/Hon Hai/Pegatron

↑ 上游·近期陈述 (2)

• 🟢 Galaxy Digital Helios data center campus · 产能依赖 · 2 次陈述
  Galaxy Digital's Helios data center campus is coming online very quickly.. 133MW (IT Load) energized for CoreWeave by th
• 🟢 Anthropic · 需求拉动 · 1 次陈述
  Anthropic 同意租用 CoreWeave 算力，传闻合同规模达数十亿美元

🟦 客观事实 (facts) (30)

• <a id="atom-bed2c38a44c47597"></a>🟦 2026-06-16 X·@DrNHJ ⭐ · 연환산 EBITDA 공개 · 盈利能力
  코어위브는 안내서 작성일 기준으로 체결된 계약을 바탕으로 한 연환산(run-rate) EBITDA를 공개했습니다.
  tags: 好数字·好信源 · → daily
• <a id="atom-54c312af4bd0c8bc"></a>🟦 2026-06-09 X·@zerohedge ⭐ · 创始人IPO后抛售股票金额 · 仓位情绪
  CoreWeave Founders Have Dumped $2.3 Billion in Stock Since IPO
  tags: 好数字·好信源 · → daily
  value: qty=$2.3B · date=IPO后至今
• <a id="atom-247ef170e3ad7643"></a>🟦 2026-06-09 X·@Techmeme ⭐ · 创始人已售出股票金额 · 减持/资本开支
  CoreWeave founders have sold $2.3B in stock since the company's lockup period expired in August after a March 2025 IPO
  tags: 好数字·好信源 · → daily
  value: qty=$2.3B · date=自2025年8月锁定期到期以来
• <a id="atom-ee762e2d4319a898"></a>🟦 2026-06-09 X·@Techmeme ⭐ · 创始人持股减少比例 · 减持/融资
  reducing their combined holdings by ~25%
  tags: 好数字·好信源 · → daily
  value: qty=~25%
• <a id="atom-ee7784d4ed7f8f99"></a>🟦 2026-05-21 X·@dmjk001 ⭐ · GPU季度价格涨幅 · 价格动态
  其运营的H100、H200、L40S以及A100等主流型号GPU 季度价格涨幅达15%-20%
  tags: 好数字·好信源 · → daily
  value: qty=15%-20% · date=季度
• <a id="atom-0e8742a33bb816ee"></a>🟦 2026-05-21 X·@dmjk001 ⭐ · 算力资源供需状态 · 订单需求
  算力资源长期处于上架即售罄的状态
  tags: 好数字·好信源 · → daily
  value: qty=上架即售罄
• <a id="atom-20ce96458cb0b2ba"></a>🟦 2026-05-06 X·@zerohedge ⭐ · 芯片担保贷款需求 · 融资
  CoreWeave’s Chip-Backed Loan Racks Up $19 Billion of Demand
  tags: 好数字·好信源 · → daily
  value: qty=$19B
• <a id="atom-8e82cfeff034612a"></a>🟦 2026-06-17 X·@jonathan_mg27 · 租赁合同 · 合作客户/订单需求
  CoreWeave is our anchor tenant, with 800 MW of gross power leased over the next 15 years
  tags: 好数字·好信源 · → daily
  value: qty=800 MW · date=15 years
• <a id="atom-63de156fecf94c06"></a>🟦 2026-05-27 X·@Jackkk · 天使轮估值 · 融资
  ~$30M post money first time they raised capital
  tags: 好数字·好信源 · → daily
  value: qty=post-money ~$30M · date=~2018
• <a id="atom-532f8ac8d8b91b82"></a>🟦 2026-05-26 X·@theinformation · 自去年初以来股价涨跌幅 · 价格动态/数据中心算力
  CoreWeave: 约 160% (股价涨跌幅)
  tags: 好数字·好信源 · → daily
  value: qty=约160% · direction=上涨
  [图: 展示自去年初以来部分上市科技公司股价涨跌幅的柱状图，体现IPO市场的AI偏好 — Circle: 约 260%; CoreWeave: 约 160%; Fervo Energy: 约 35%; Cerebras: 约 30%; Hawkeye 360: 约 10%]
  📷 原图
• <a id="atom-8472aafd282c36ec"></a>🟦 2026-05-19 X·@AIStockSavvy · Bernstein target price · 评级目标价
  $CRWV | 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞: Bernstein reiterates 𝐔𝐧𝐝𝐞𝐫𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟔𝟕
  tags: 好数字·好信源 · → daily
  value: qty=$67 · date=2026-05-19
  [图: Bernstein关于CoreWeave (CRWV) 的卖方分析师评级和研究报告摘要表 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $99.12; 下行空间 (Downside): -32.4%; 计划容量 (Planned Capacity): 500MW]
  📷 原图
• <a id="atom-8ae6bab0972525ee"></a>🟦 2026-05-19 X·@AIStockSavvy · Downside from current price to PT · 评级目标价/价格动态
  Bernstein关于CoreWeave (CRWV) 的卖方分析师评级和研究报告摘要表 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $99.12; 下行空间 (Downside): -32.4%
  tags: 好数字·好信源 · → daily
  value: qty=-32.4% · date=2026-05-19
  [图: Bernstein关于CoreWeave (CRWV) 的卖方分析师评级和研究报告摘要表 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $99.12; 下行空间 (Downside): -32.4%; 计划容量 (Planned Capacity): 500MW]
  📷 原图
• <a id="atom-a02f23eee01fa439"></a>🟦 2026-05-19 X·@AIStockSavvy · Planned capacity · 供给产能
  计划容量 (Planned Capacity): 500MW
  tags: 好数字·好信源 · → daily
  value: qty=500MW · date=2026-05-19
  [图: Bernstein关于CoreWeave (CRWV) 的卖方分析师评级和研究报告摘要表 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $99.12; 下行空间 (Downside): -32.4%; 计划容量 (Planned Capacity): 500MW]
  📷 原图
• <a id="atom-57169fed0a247e16"></a>🟦 2026-05-05 X·@business · 降低了借款成本 · 融资/资本开支
  CoreWeave has secured lower borrowing costs on a first-of-its-kind $3.1 billion loan backed by customer contracts for microchips
  tags: 好数字·好信源 · → daily
  value: qty=$3.1B
• <a id="atom-d2fbd9aea7f229dc"></a>🟦 2026-07-03 X·@HyperTechInvest ⭐ · RPO 增长来源 · 订单需求/合作客户
  Meta will be a huge source of RPO growth for the likes of $CRWV, $NBIS and others.
  tags: 好信源·好思考 · → daily
  📷 原图
• <a id="atom-b65b4f6e49ad3de7"></a>🟦 2026-06-04 X·@branninmcbee · 实现了多轨道多层 RoCE 每 GPU 1.6 Tb/s · 数据中心算力
  Multi-rail, multi-plane RoCE: 1.6 Tb/s per GPU
  tags: 好数字·好信源 · → daily
  value: qty=1.6 Tb/s · metric=每 GPU 带宽
• <a id="atom-bb48358d020e34d5"></a>🟦 2026-06-01 X·@AIStockSavvy · 首次部署NVDA Vera Rubin NVL72系统 · 技术路线
  CoreWeave becomes first AI cloud provider to deploy NVIDIA Vera Rubin NVL72.
  tags: 好信源·好数字 · → daily
  value: qty=第一 · date=2026-06-01
• <a id="atom-46ea64b8a9e54da0"></a>🟦 2026-06-01 X·@AIStockSavvy · 减少GPU需求最高达 · 供给产能
  Platform can reduce GPU requirements by up to 75% and lower token costs.
  tags: 好数字·好信源 · → daily
  value: qty=75%
• <a id="atom-d9848513e0f68d90"></a>🟦 2026-05-07 X·@AIStockSavvy · CEO表示有10个客户承诺至少花费10亿美元 · 订单需求
  $CRWV | CoreWeave CEO Says Have 10 Customers Committed To Spending At Least $1B With CoreWeave.
  tags: 好数字·好信源 · → daily
  value: qty=10 · min_spend_per_customer=$1B
• <a id="atom-09a47d48805b5f92"></a>🟦 2026-05-07 X·@AIStockSavvy · Q1新增超过400兆瓦合同电力 · 供给产能
  Added More Than 400 Megawatts Of Contracted Power In Q1
  tags: 好数字·好信源 · → daily
  value: qty=400+ megawatts · date=Q1 2026
• <a id="atom-f302389b976af636"></a>🟦 2026-05-07 X·@AIStockSavvy · 总合同电力超过3.5吉瓦 · 供给产能
  Bringing Total Contracted Power To More Than 3.5 Gigawatts
  tags: 好数字·好信源 · → daily
  value: qty=3.5+ gigawatts
• <a id="atom-fc0ccd3b6c1d0cb4"></a>🟦 2026-04-20 X·@labubu_trader · 2031/02/01 债券收益率 · 融资/价格动态
  CoreWeave’s 2031/02/01 bond yield has fallen to an all-time low since issuance.
  tags: 好数字·好信源 · → daily
  value: qty=7.860% · date=2026-04-20
  [图: CoreWeave, Inc. 9.0% 2031年到期债券的收益率走势图 — 当前收益率: 7.860%; 历史最高收益率: 约12.600%; 近期最低收益率: 约7.800%]
  📷 原图
• <a id="atom-6ce3eda090894f6f"></a>🟦 2026-04-22 X·@DrNHJ · 头部AI模型开发商客户占比 · 客户多元化
  10대 주요 AI 모델 개발사 중 9곳을 고객으로 확보
  tags: 好数字·好观点 · → daily
  value: qty=9/10 · date=2025
• <a id="atom-eeb07b88cc613551"></a>🟦 2026-06-18 X·@DrNHJ · survival rank among GPU clouds · 竞争格局
  SemiAnalysis가 100개 이상의 GPU 클라우드를 평가한 결과 CoreWeave와 Nebius는 살아남을 가능성이 높은 상위 운영사로 평가됩니다.
  tags: 好观点·好信源 · → daily
• <a id="atom-4029607ec489a5f1"></a>🟦 2026-05-05 X·@DrNHJ · 高管GPU需求看法 · 订单需求/竞争格局
  TPU의 주요 사용자인 구글, 앤스로픽, 메타조차도 여전히 GPU의 대형 구매자라고 지적했습니다
  tags: 好观点·好信源 · → daily
• <a id="atom-68b176fc3c653800"></a>🟦 2026-05-19 X·@AIStockSavvy · Bernstein rating · 评级目标价
  Bernstein reiterates 𝐔𝐧𝐝𝐞𝐫𝐩𝐞𝐫𝐟𝐨𝐫𝐦
  tags: 好信源·好观点 · → daily
  [图: Bernstein关于CoreWeave (CRWV) 的卖方分析师评级和研究报告摘要表 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $99.12; 下行空间 (Downside): -32.4%; 计划容量 (Planned Capacity): 500MW]
  📷 原图
• <a id="atom-65c2d7059e58e560"></a>🟦 2026-06-26 卖·MS Tom Wigg · speed
  As of June 25, 2026, CoreWeave achieved a speed of 166 token/s according to Artificial Analysis.
  tags: 好数字 · → daily
  value: qty=166 · date=2026-06-25
• <a id="atom-91fcfbd45bd4b5a6"></a>🟦 2026-06-16 X·@DrNHJ · 현재 주가 EV/EBITDA 배수 · 估值
  연환산 EBITDA와 안내서에 명시된 목표 순부채를 기준으로 볼 때 현재 주가는 EV/EBITDA 6.2배 수준에서 거래되고 있으며
  tags: 好数字 · → daily
  value: qty=6.2배
• <a id="atom-3d8f8fd6b4d05980"></a>🟦 2026-06-11 X·@DrNHJ · 纳入纳斯达克100指数 · 指数调整
  코어위브 (CoreWeave, $CRWV) 나스닥 100 지수에 새롭게 추가
  tags: 好数字 · → daily
  value: date=2026-06-22
• <a id="atom-f6e269dce7db7f66"></a>🟦 2026-05-31 X·@CoreWeave · 实现了完全工作的Nvidia Vera Rubin NVL72 · 产品发布/数据中心算力
  the first to have a fully working @nvidia Vera Rubin NVL72, achieving yet another major milestone
  tags: 好信源·好观点 · → daily
  📷 原图

🟥 多头 takes (bullish) (30)

• <a id="atom-f96f386aa158fb34"></a>🟥 2026-04-16 X·@DrNHJ ⭐ [老旧] · 목표 주가 상향 · 评级目标价
  캔터 피츠제럴드, 코어위브 목표 주가를 149달러에서 156달러로 상향
  tags: 好数字·好信源 · → daily
  value: qty=156 · direction=up
• <a id="atom-675d3f2c6c84c0f1"></a>🟥 2026-06-16 X·@DrNHJ · 2026년 2분기 수주 잔고 컨센서스 상회 전망 · 订单需求
  코어위브가 2026년 2분기 수주 잔고 컨센서스를 대폭 상회할 것으로 예상됩니다.
  tags: 好数字·好观点 · → daily
  value: qty=대폭 상회 · date=2026년 2분기
• <a id="atom-d8437bf642fbfc2f"></a>🟥 2026-06-16 X·@DrNHJ · 2026년 2분기 신규 계약 체결 규모 · 订单需求
  코어위브는 2026년 2분기에도 1분기와 마찬가지로 약 400억 달러 규모의 신규 계약을 체결할 추세입니다.
  tags: 好数字·好观点 · → daily
  value: qty=약 400억 달러 · date=2026년 2분기
• <a id="atom-03cfe89094e98805"></a>🟥 2026-06-16 X·@DrNHJ · 2027년 말 ARR 300억 달러 목표 달성률 · 营收
  코어위브는 2027년 말 목표인 300억 달러의 연간 반복 매출(ARR) 중 90%를 이미 확보했을 가능성이 높습니다.
  tags: 好数字·好观点 · → daily
  value: qty=90% · date=2027년 말
• <a id="atom-b7551baf5ec5518d"></a>🟥 2026-06-02 X·@DrNHJ · 目标股价 · 评级目标价
  BNP Paribas, 코어위브(CoreWeave) $CRWV , 'Outperform' 등급, 목표주가 192달러로 커버리지 개시
  tags: 好数字·好观点 · → daily
  value: qty=192 · currency=USD · date=未指定
• <a id="atom-58c50e2986d62d70"></a>🟥 2026-04-15 X·@AIStockSavvy [老化中] · 分析师目标价 · 评级目标价
  Evercore raises PT to $150, maintains Outperform
  tags: 好数字·好观点 · → daily
  value: qty=$150 · direction=上调
  [图: Evercore ISI对CoreWeave (CRWV) 的分析师评级和目标价上调报告摘要图表 — 新目标价: $150.00; 当前价格: $117.98; 潜在上涨空间: +27.1%; Jane Street 交易估值: ~$6B; Jane Street 股权投资额: $1B]
  📷 原图
• <a id="atom-a41b19b41a1389c1"></a>🟥 2026-05-26 X·@CarlosFSaavedra · GPU payback period at 85% EBITDA margin · 盈利能力
  2.8 years assuming 85% EBITDA margin
  tags: 好数字·好观点 · → daily
  value: qty=2.8 years · date=2026-05-26
  📷 原图
• <a id="atom-682689c873d5a558"></a>🟥 2026-05-26 X·@CarlosFSaavedra · GPU payback period at 80% EBITDA margin · 盈利能力
  Make it 80% and GPUs payback lands at 3 years
  tags: 好数字·好观点 · → daily
  value: qty=3 years · date=2026-05-26
• <a id="atom-1e9b41456acf205d"></a>🟥 2026-05-21 X·@jukan05 · 营收预测 · 营收预测
  We forecast CoreWeave’s 2026/2027/2028 revenue at US$12.3bn / US$25.6bn / US$39.6bn
  tags: 好数字 · → daily
  value: qty=$12.3bn · date=2026
• <a id="atom-c6da75feae9aca2f"></a>🟥 2026-05-21 X·@jukan05 · 调整后EBITDA预测 · 盈利能力
  adjusted EBITDA reaching US$7.6bn / US$14.2bn / US$18.8bn
  tags: 好数字 · → daily
  value: qty=$7.6bn · date=2026
• <a id="atom-a63945363e37f81e"></a>🟥 2026-05-21 X·@jukan05 · 目标价估值倍数 · 评级目标价
  Our US$162 target price is based on 10x 2028E EV/EBITDA.
  tags: 好数字 · → daily
  value: qty=10x · date=2028E EV/EBITDA
• <a id="atom-2033c5d21c948a55"></a>🟥 2026-05-21 X·@jukan05 · 客户收入集中度 · 营收预测
  Orders from OpenAI, Anthropic, Meta, and Microsoft are expected to contribute 60% / 56% / 47% of CoreWeave’s revenue in 2026/2027/2028
  tags: 好数字 · → daily
  value: qty=60%/56%/47% · date=2026/2027/2028
• <a id="atom-eb118800eea26d6a"></a>🟥 2026-05-21 X·@jukan05 · 新订单占比当前RPO · 订单需求
  New orders signed in 2026 are expected to account for around 40% of current remaining performance obligations.
  tags: 好数字 · → daily
  value: qty=40% · date=2026年签署订单
• <a id="atom-afa5da8a0263fc7d"></a>🟥 2026-05-21 X·@jukan05 · 混合ASP提升预期 · 定价权
  they should lift the company’s blended ASP by around 20%.
  tags: 好数字 · → daily
  value: qty=20% · date=新订单正式进入月度计费阶段
• <a id="atom-1ae06388a48e04d6"></a>🟥 2026-06-24 X·@AIStockSavvy · upside potential · 评级目标价
  预测上涨空间: +147.82%
  tags: 好数字 · → daily
  value: qty=+147.82%
  [图: Rosenblatt对CoreWeave (CRWV) 首次覆盖并给予买入评级的分析师研究报告摘要图 — 目标价: $250.00; 当前价格: $100.88; 预测上涨空间: +147.82%; 积压订单: $100B; 估值倍数: 3.2x 2027 EV/revs]
  📷 原图
• <a id="atom-420565cf8f153056"></a>🟥 2026-05-18 X·@AIStockSavvy · revenue forecast 2027 · 营收
  CoreWeave revenue forecast to surpass $25B in 2027 despite margin pressures.
  tags: 好数字 · → daily
  value: qty=$25B · date=2027
• <a id="atom-929d786e2f148398"></a>🟥 2026-05-08 X·@jimcramer [老化中] · 生存状态 · 竞争格局/融资
  lives to play another year
  tags: 好观点·好思考 · → daily
• <a id="atom-37adab1d04eccada"></a>🟥 2026-05-21 X·@sssjeffpu · 2026-2028 LTA收入占比预期 · 营收预测
  LTAs with hyperscalers (OpenAI, Anthropic, Meta, Microsoft) — expected to drive 60%/56%/47% of 2026-28 revenue
  tags: 好数字 · → daily
  value: qty=60%/56%/47% · date=2026-2028
• <a id="atom-25c8ca23c3f2bfb6"></a>🟥 2026-05-21 X·@sssjeffpu · 目标价 · 评级目标价
  TP $162 on 10x 2028 EV/EBITDA valuation
  tags: 好数字 · → daily
  value: qty=$162 · date=NA
• <a id="atom-41a1b38727f99f29"></a>🟥 2026-06-02 X·@DrNHJ [老旧] · 被评估为AI基础设施生态中最重要的公司之一 · 竞争格局
  코어위브를 AI 인프라 생태계 내에서 가장 '전략적으로 중요한' 기업 중 하나로 평가하고 있습니다.
  tags: 好观点 · → daily
• <a id="atom-4a92da8d1c1eb104"></a>🟥 2026-05-21 X·@jukan05 · 分析师目标价 · 评级目标价
  We initiate coverage with a Buy rating and a US$162 target price.
  tags: 好观点 · → daily
  value: qty=$162 · date=initiation
• <a id="atom-00f18d4452fdcf77"></a>🟥 2026-05-21 X·@jukan05 · 盈利转正预期年份 · 盈利能力
  We expect the company to turn profitable in 2028.
  tags: 好观点 · → daily
  value: date=2028
• <a id="atom-e15c7959c1159a2c"></a>🟥 2026-04-25 X·@SemiAnalysis_ · 贡献计算资源给开源 · 合作客户
  they scrambled in the compute crisis, finding 2 spare dev racks of GB300 Our team is running Deepseekv4 now
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-f298a34739d2c9ba"></a>🟥 2026-04-15 X·@AIStockSavvy [老化中] · 客户基础多元化 · 合作客户
  diversified customer base
  tags: 好观点 · → daily
  [图: Evercore ISI对CoreWeave (CRWV) 的分析师评级和目标价上调报告摘要图表 — 新目标价: $150.00; 当前价格: $117.98; 潜在上涨空间: +27.1%; Jane Street 交易估值: ~$6B; Jane Street 股权投资额: $1B]
  📷 原图
• <a id="atom-1e43b029c004144f"></a>🟥 2026-04-15 X·@AIStockSavvy [老化中] · 订单积压动量 · 订单需求
  strong backlog momentum
  tags: 好观点 · → daily
  [图: Evercore ISI对CoreWeave (CRWV) 的分析师评级和目标价上调报告摘要图表 — 新目标价: $150.00; 当前价格: $117.98; 潜在上涨空间: +27.1%; Jane Street 交易估值: ~$6B; Jane Street 股权投资额: $1B]
  📷 原图
• <a id="atom-98d649b4cf5fcfe1"></a>🟥 2026-07-02 X·@firesidealpha · 市场份额赢得 · 竞争格局/市场份额
  CoreWeave and Crusoe were supposed to lose this market to the hyperscalers, and Dylan Patel @dylan522p explains why they won it instead
  tags: 好观点 · → daily
• <a id="atom-2cd272850fbe3dce"></a>🟥 2026-06-22 X·@Lazarus_Capital · credit underwriting margin of safety has improved · 仓位情绪
  The. Margin. Of. Safety. Underwriting. Coreweave’s. Credit. Has. IMPROVED.
  tags: 好观点 · → daily
• <a id="atom-4d7367274b9e6bd1"></a>🟥 2026-06-02 X·@tuolaji2024 · NVIDIA自有AI工厂客户 · 合作客户
  CoreWeave、Lambda、Oracle都是NVIDIA自有AI工厂的客户，不是传统意义上的CSP
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-4b8f1475ff6383fe"></a>🟥 2026-05-21 X·@sssjeffpu [老旧] · 推荐评级 · 评级目标价
  CoreWeave (CRWV) - Initiate Buy
  tags: 好观点 · → daily
• <a id="atom-4d6a027c9c7662b6"></a>🟥 2026-05-21 X·@sssjeffpu · 核心优势陈述 · 竞争格局
  First/fast-mover in GPU deployment + exclusive AI focus positions it as a major winner in the AI infra supercycle
  tags: 好观点 · → daily

🟥 空头 takes (bearish) (20)

• <a id="atom-dbbb999e58201284"></a>🟥 2026-05-19 X·@AIStockSavvy · Bernstein sees competitive pressure from Google-Blackstone AI cloud · 竞争格局/数据中心算力
  Analyst sees $GOOGL Google and Blackstone’s AI cloud venture increasing competitive pressure on neoclouds
  tags: 好信源·好观点 · → daily
  [图: Bernstein关于CoreWeave (CRWV) 的卖方分析师评级和研究报告摘要表 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $99.12; 下行空间 (Downside): -32.4%; 计划容量 (Planned Capacity): 500MW]
  📷 原图
• <a id="atom-3776225b85532f08"></a>🟥 2026-07-01 X·@tuolaji2024 · 盘前表现 · 价格动态/竞争格局
  算力租赁商Nebius和CoreWeave盘前大跌，大厂富余的算力都比他们总和还大，利空。
  tags: 好观点·好思考 · → daily
  value: direction=大跌
• <a id="atom-a133d019d4cae983"></a>🟥 2026-05-13 X·@institLPGP [老旧] · net debt to market cap ratio · 资本开支
  $crwv is 60% (!!! lol)
  tags: 好数字 · → daily
• <a id="atom-9bc2dd684d0f4516"></a>🟥 2026-06-25 X·@jukan05 · 评估直接与ODM交易 · 供需关系
  ODM-Direct risk: SpaceX & CoreWeave evaluating direct deals with Quanta/Hon Hai/Pegatron.
  tags: 好问题 · → daily
• <a id="atom-ab77da821ef75fd5"></a>🟥 2026-05-13 X·@institLPGP · complaint about GPU supply · 供给产能
  complaining about not getting GPUs from nvidia
  tags: 好思考 · → daily
• <a id="atom-0c84639b7eb772e6"></a>🟥 2026-05-02 X·@BenBajarin [老化中] · screens best on commercial validation but has clearest duration mismatch · 竞争格局
  CoreWeave screens best on commercial validation but has the clearest duration mismatch.
  tags: 好思考 · → daily
• <a id="atom-1798a807cb19fc53"></a>🟥 2026-04-14 X·@cnfinancewatch [老化中] · 客户风险 · 竞争格局
  CoreWeave 的客户同时也是它的潜在竞争对手。
  tags: 好思考 · → daily
• <a id="atom-a518e496bc3f0bd0"></a>🟥 2026-06-20 X·@ArtKeller · CEO声称业务极好 · 管理层表态/竞争格局
  CEO of coreweave talk about what an awesome business they have
  tags: 好观点 · → daily
• <a id="atom-5a1f4fd4a85e8525"></a>🟥 2026-06-20 X·@ArtKeller · 商业模式被认为是现金焚烧 · 盈利能力/现金流
  as if cash incineration were a business plan
  tags: 好观点 · → daily
• <a id="atom-cbb26a3ccc7eb943"></a>🟥 2026-06-16 X·@WSTAnalystApe · business model characterization by WSTAnalystApe · 业务模式
  Their business model might indeed be dog shit
  tags: 好观点 · → daily
• <a id="atom-e634b3058509a41e"></a>🟥 2026-06-15 X·@PodcastAlphaX · business type characterization by Jim Chanos · 业务模式/竞争格局
  CoreWeave and Nebius are not tech companies. They are equipment leasing businesses.
  tags: 好观点 · → daily
• <a id="atom-dc1bb86d50827612"></a>🟥 2026-06-15 X·@PodcastAlphaX · trades at higher multiple than NVDA · 估值
  The market has this relationship inverted. That is the compression trade.
  tags: 好观点 · → daily
• <a id="atom-0278355a5a7e945e"></a>🟥 2026-06-10 X·@EMostaque · 营收每MW · 定价权
  @EMostaque: It's basically a short let agreement given 90 day termination while coreweave and others book out for years committed demand so way lower.
  tags: 好观点 · → daily
  value: qty=1/6 xAI/SpaceX 计算交易隐含每MW价格 · direction=低
• <a id="atom-057e9a636918a751"></a>🟥 2026-06-09 X·@deanwball · Dow litigation involvement · 诉讼
  I cannot believe they are undermining themselves, rhetorically at the very least and quite possibly legally. Both in the dow litigation
  tags: 好观点 · → daily
• <a id="atom-e2833b5430ebef56"></a>🟥 2026-05-19 X·@vijaythirumalai [老旧] · 应避开或做空 · 仓位情绪
  Clear shorts/ avoids: Coreweave
  tags: 好观点 · → daily
• <a id="atom-5b90321f5ed70e4e"></a>🟥 2026-05-13 X·@institLPGP [老旧] · sustainability assessment · 仓位情绪
  coreweave unsustainable
  tags: 好观点 · → daily
• <a id="atom-08e8de4a5ad166f1"></a>🟥 2026-05-13 X·@institLPGP · future outlook · 仓位情绪
  $crwv and $iren go bye bye
  tags: 好观点 · → daily
• <a id="atom-ce41a2e7810c1d88"></a>🟥 2026-04-14 X·@cnfinancewatch [老化中] · 资产贬值风险 · 盈利能力/资本开支
  CoreWeave 手里还有一堆在快速贬值的旧 GPU 和一堆需要还的债。
  tags: 好观点 · → daily
• <a id="atom-0d7fbe5f6dd43d41"></a>🟥 2026-05-14 X·@DarkWebInformer · infrastructure security breach claim · 安全事故
  CoreWeave allegedly breached: full infrastructure access claimed against the US GPU cloud provider that powers OpenAI workloads
  tags: 好问题 · → daily
  value: direction=alleged
  📷 原图
• <a id="atom-d634e4d29185cdb2"></a>🟥 2026-05-14 X·@DarkWebInformer · claimed breach: full infrastructure access details · 安全事故
  The claimed access spans multiple internal notebook servers with root shells across regions, full cloud account credentials, the central monitoring stack, customer data storage, internal infrastructure topology, and long-term persistence mechanisms
  tags: 好问题 · → daily
  value: direction=unverified
  📷 原图

🟥 中性 takes (neutral) (3)

• <a id="atom-fe45f5cd072f190a"></a>🟥 2026-05-26 X·@CarlosFSaavedra · retrofit cost estimate for air-cooled · 资本开支
  Retrofit costs should be <$5 million/MW for air-cooled
  tags: 好数字·好观点 · → daily
  value: qty=< $5 million per MW · date=2026-05-26
• <a id="atom-8c11b41266b715d7"></a>🟥 2026-06-01 X·@scaling01 · IPO 时间 · IPO
  Earliest IPO date would be June 16th
  tags: 好数字 · → daily
  value: date=June 16th
• <a id="atom-8b0fbfc17877778a"></a>🟥 2026-06-09 X·@deanwball · SEC compliance requirement post-IPO · 监管政策
  this company is about to be publicly traded! They’re going to have to answer to the SEC!
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 13)

⏱ 时间轴 (近 20)

• 🟦 2026-07-03 · forecast · RPO 增长来源 · → daily
• 🟦 2026-07-02 · fact · 备用购买承诺 · → daily
• 🟥 2026-07-02 · narrative · 市场份额赢得 · → daily
• 🟦 2026-07-01 · fact · 推出 ARIA 研究代理 · → daily
• 🟥 2026-07-01 · narrative · 盘前表现 · → daily
• 🟦 2026-07-01 · fact · 股价变动 · → daily
• 🟥 2026-07-01 · narrative · pricing uplift · → daily
• 🟦 2026-07-01 · fact · 股价涨幅自2026年3月 · → daily
• 🟦 2026-06-26 · fact · speed · → daily
• 🟦 2026-06-26 · fact · 成为首个部署并验证Nvidia Vera Rubin NVL72的云服务商 · → daily
• 🟦 2026-06-26 · fact · 验证了完整技术栈 · → daily
• 🟦 2026-06-26 · fact · 年初至今涨幅 · → daily
• 🟥 2026-06-25 · narrative · 评估直接与ODM交易 · → daily
• 🟦 2026-06-24 · fact · backlog · → daily
• 🟦 2026-06-24 · fact · current price · → daily
• 🟥 2026-06-24 · forecast · upside potential · → daily
• 🟥 2026-06-24 · narrative · valuation multiple · → daily
• 🟥 2026-06-22 · narrative · credit underwriting margin of safety has improved · → daily
• 🟦 2026-06-22 · fact · 市值 · → daily
• 🟥 2026-06-22 · forecast · 2026 营收预期 · → daily

📊 板块级信号 · Neoclouds (31)

*以下是 Neoclouds 板块的信号 (CoreWeave 是成员), 非直接针对 CoreWeave — 供板块上下文参考*

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