Added to YB: 2025-10-13
Pitch date: 2025-08-25
CRWV [bearish]
CoreWeave, Inc.
+11.85%
current return
Author Info
No bio for this author
Company Info
CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale.
Market Cap
$41.2B
Pitch Price
$91.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.32
P/E
-27.96
EV/Sales
13.23
Sector
IT Services
Category
special_situation
CoreWeave, Inc. - $CRWV (short)
CRWV short: OpenAI destroyed API pricing (90% cut vs Anthropic), hired Meta's ads chief Kate Rouch for advertising pivot. 200+ LLMs burning VC cash, none profitable except Anthropic (now undercut). CoreWeave depreciates GPUs over 72 months vs realistic 36 months due to heat degradation. H1 2025 loss $600M during peak AI demand; should be $1.6B loss with proper depreciation. $5.8B asset writedown needed on $13B GPU fleet now worth 40%. 62% revenue from MSFT rental that can easily exit. $10B debt vs $2.6B equity = likely bankruptcy within 24 months as AI bubble deflates.
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