CoreWeave - $CRWV

"Nobody knows what the value of a B200 will be": DRW CEO on GPU futures

12 insights: why CoreWeave's 15% bond yields show the need for hedging, why GPU futures could list November 9, and the "crunch spread" DRW wants to…

Oct 20 • Scuttlebutt

Bumble agreed to a US$1.3B sale, about 92% below its 2021 peak — Equity Mates

7 takeaways: why CoreWeave bonds trade at 78 cents, what a reverse DCF says Eli Lilly must grow, and whether a newborn's geared ETF can beat his…

Oct 19 • Scuttlebutt

Tema strategist on the S&P 500: "the effective number of stocks... is really only 50"

7 calls: why half the index is already in a drawdown, what $450B of hyperscaler borrowing means for AI, why 40% of small caps lose money, and how Tema…

Oct 19 • Scuttlebutt

WTBN ETF manager on rates: "5% is normal... Zero 10 years ago was the wrong rate"

7 calls: Bianco Research's president on buying Treasurys after 6 years bearish, why inflation is stuck near 3%, what oil really costs, and why he would…

Oct 19 • Scuttlebutt

a16z co-founder: financing risk is the only thing that can stop Anthropic

11 arguments: why CoreWeave's bond selloff is a confidence game, a $16.8B Anthropic quarter, a site coded by Claude that Claude then hacked, and Bill…

Oct 18 • Scuttlebutt

The Canadian Investor: CoreWeave's bonds are pricing in a 60% risk of default

14 arguments: why an AI lab may be where the strain shows first, what hot US inflation means for a hawkish Fed, Berkshire's Lennar buying and food…

Oct 18 • Scuttlebutt

Higher rates mostly help a buyer that clears a 25% hurdle — Bending Spoons CEO

12 insights: why AOL is only 15% of Bending Spoons' revenue, the $2T math bulls put on Anthropic's IPO, and memory chips Roundhill's CEO says are sold…

Oct 16 • Scuttlebutt

AI exposure at a 3-year low, but even more positive on 2027–28, says Altimeter's CEO

6 arguments: how Anthropic's forecast went from $30B to at least $100B, why Josh Brown says hot CPI doesn't matter, and the chip stocks Stephanie Link…

Oct 16 • Scuttlebutt

Bond worries leak into Oracle and CoreWeave's financing, says DoubleLine deputy CIO

12 calls: why Oracle now trades like a neo-cloud, why Warburg Pincus's CEO calls the IPO market broken, and why Mizuho sees healthcare's rally as a real…

Oct 15 • Scuttlebutt

Blue Owl co-CEO on retail credit funds: "You would have missed out on 600 basis points"

14 arguments: why Blue Owl's loan losses ran 12 basis points over 10 years, why outsiders set every mark, and why its data center bet rests on Microsoft…

Oct 9 • Scuttlebutt

$80B fiscal 2031 revenue target lifted Marvell stock 15 points to $286, theCUBE finds

16 insights: Why more than 60% of data center builds now serve inference, a one-chip 100-terabit switch, and why copper cannot carry AI traffic much…

Oct 7 • Scuttlebutt

CoreWeave CEO: GPUs built in 2020 are now contracted out through 2029

5 takeaways: why 90% of CoreWeave's clients buy more than chips, why he expects neocloud consolidation to 10 or 7 players, and why compute is two…

Oct 1 • Scuttlebutt

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