以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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CoreWeave (CRWV)
8 atoms · 跨 4 天 · 首见 2026-04-09 · 最近 2026-06-11
三色: 🟦 fact 5 · 🟥 take 3 · stance ▲2/▼3/◆1
来源: 群 1 · X 7
时态: fresh:5 · aging:3
标签: 好数字:3 · 好观点:2 · 好信源:2 · 好思考:1
叙事 (narrative) (4)
- 2026-05-07
[老化中] · capex spending enables opex for customers
Gotta spend the capex so other companies can opex
tags: 好思考 · → daily
- 2026-05-19 · allocation dependency on NVDA
whose allocation CoreWeave depended on
tags: 好信源 · → daily
- 2026-05-07
[老化中] · economics deteriorating
$CRWV’s economics are actually getting worse
tags: 好观点 · → daily
- 2026-05-07
[老化中] · business not scaling profitably despite demand
Their business is not scaling profitably despite “intensifying” demand
tags: 好观点 · → daily
事实 (fact) (4)
- 2026-06-11 · 加入 Nasdaq-100 指数
Astera Labs, Coreweave, Nebius, Rocket Lab To Join Nasdaq-100 - Bloomberg
tags: 好信源 · → daily
value: date=2026-06-12
- 2026-04-09 · 获 Meta 新交易 $21bn 2027-2032
new Meta deal $21bn 2027-2032
tags: 好数字 · → daily
value: qty=$21 billion · date=2027-2032
- 2026-05-07 · contracted power
We have reached hyper scale with more than 3.5GW of contracted power
tags: 好数字 · → daily
value: qty=3.5GW · date=2026-05-07
- 2026-05-07 · contracted power increase this quarter
up more than 400MW this quarter alone
tags: 好数字 · → daily
value: qty=400MW · date=2026-05-07
时间轴 (近 20)
- 2026-06-11 ·
fact · 加入 Nasdaq-100 指数 · → daily
- 2026-05-19 ·
narrative · allocation dependency on NVDA · → daily
- 2026-05-07 ·
fact · contracted power · → daily
- 2026-05-07 ·
fact · contracted power increase this quarter · → daily
- 2026-05-07 ·
narrative · economics deteriorating · → daily
- 2026-05-07 ·
narrative · business not scaling profitably despite demand · → daily
- 2026-05-07 ·
narrative · capex spending enables opex for customers · → daily
- 2026-04-09 ·
fact · 获 Meta 新交易 $21bn 2027-2032 · → daily
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