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CRWV -CoreWeave, Inc

Posted on 5/17/25 at 1:57 am
Posted by FLObserver
Jacksonville
Member since Nov 2005
15255 posts
Posted on 5/17/25 at 1:57 am
Anybody get in early on this one? In at 37.00. I know NBIS has a thread on here and own shares in that as well but i have doubled my money on CRWV. Going to wait for a pullback to own more but hoping for some nice returns on both long term.
Posted by MSTiger33
Member since Oct 2007
21054 posts
Posted on 5/17/25 at 5:46 am to
I don’t own it but have a vested interest in it as they are Galaxy Digital’s primary customer for its data center.
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/17/25 at 8:35 am to
I think it’s a decent play.
I don’t want to sell NBIS to buy any because I believe that NBIS is hands down the better pick.

But I wish CRWV holders all the success, as I believe there will be enough demand for both companies.
Also NBIS is a different business in many ways.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
3697 posts
Posted on 5/17/25 at 9:24 am to
Like most recent IPOs it boggled my mind. To keep the IPO from tanking Nvidia had to buy shares, then the price went up because people touted Nvidia’s share purchase.
Posted by bass
Member since Oct 2016
4451 posts
Posted on 5/19/25 at 10:41 pm to
What’s the ceiling for this company?

The current market cap $38b and it’s trading around $85.

Are we looking at a $500b company? If so that would push the stock price 13x
Posted by bass
Member since Oct 2016
4451 posts
Posted on 5/20/25 at 12:52 pm to
This stock is on fire right now
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/20/25 at 1:06 pm to
quote:

Are we looking at a $500b company? If so that would push the stock price 13x

For a GPU rental company? I doubt it.
Honestly, I don't think it's a buy right now at all. It's trading wayy too high relative to revenue with the amount of debt that they carry.

I'm going to make a not so bold claim.
CRWV will see $55 before the end of the year.
This post was edited on 5/20/25 at 1:10 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/20/25 at 1:07 pm to
quote:

The current market cap $38b
46bn right now.
This post was edited on 5/20/25 at 1:19 pm
Posted by boogiewoogie1978
Little Rock
Member since Aug 2012
18518 posts
Posted on 5/20/25 at 1:19 pm to
quote:

Anybody get in early on this one? In at 37.00.

Where was this thread at 37?????
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/20/25 at 1:35 pm to
Posted by FLObserver
Jacksonville
Member since Nov 2005
15255 posts
Posted on 5/20/25 at 2:08 pm to
quote:

Where was this thread at 37?????

There was one on here when the IPO was announced. i actually bought at IPO and it immediately sank and i sold for a very tiny profit. For some reason something said why not on 4/22 at 37 i bought . Only bought 20 shares but proud i toke the plunge . Usually it rockets after i sell.
Posted by bass
Member since Oct 2016
4451 posts
Posted on 5/20/25 at 2:19 pm to
This company rents out the GPU’s and processing equipment over a cloud infrastructure for developers to design AI platforms. This seems like an excellent idea, I can only imagine how expensive it is to constantly be purchasing and upgrading processing units over time as a developer.
This post was edited on 5/20/25 at 2:22 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/20/25 at 2:23 pm to
quote:

I can only imagine how expensive it is to constantly be purchasing and upgrading processing units over time as a developer.
But that's exactly what they themselves have to do...
Additionally, they have to rent every data center they use in addition to all of the infrastructure within it.
In fact, they are borrowing money against their own GPUs...
This post was edited on 5/20/25 at 3:41 pm
Posted by bass
Member since Oct 2016
4451 posts
Posted on 5/20/25 at 2:33 pm to
I think this will be hot as long as the AI bubble keeps growing.
This post was edited on 5/20/25 at 3:01 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/20/25 at 3:09 pm to
It very well could be, but to answer your previous question, that's why CRWV is 13bn in debt. They are assuming some of the risk for their clients. That's why MSFT is 62% of their business.
Posted by bass
Member since Oct 2016
4451 posts
Posted on 5/21/25 at 10:29 am to
It’s on another run today, up 16% today currently
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/21/25 at 10:43 am to
Absolute mania. Like Beyond Meat levels of mania.
Posted by Robcrzy
Mandeville
Member since Nov 2007
829 posts
Posted on 5/21/25 at 3:01 pm to
Check out RGC and imagine getting in that early
Posted by Robcrzy
Mandeville
Member since Nov 2007
829 posts
Posted on 5/21/25 at 3:02 pm to
its up 10000% since March 11
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 5/21/25 at 3:18 pm to
quote:

Check out RGC and imagine getting in that early

Available float appears to be 800,000 shares
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