$CRWV is getting attention Corewave is a veteran in the AI infrastructure space, with significant growth given its base • Revenue: $6,23B, up 129% YoY • Backlog: $99.4B, up 284% YoY • >1GW of active power • >3.5 GW of contracted power Management's guidance • >1.7 GW of active power by end-2026 • $18B–$19B of ARR end-2026 • >$30B ARR end-2027 (>75% of the 2027 exit ARR already contracted) However, the main concern is the balance sheet $CRWV has $25.149B of total debt (not including all lease liabilities) • Current debt: $7.547B • Non-current debt: $17.312B But the bigger issue is the interest burden: • Q1 interest expense: $536M (26% of Q1 revenue) • Q2 interest expense: $650M–$730M If they maintain execution, the debt load could become manageable If execution slips, the financial pressure could build quickly

Corewave

biraz da corewave övsen

there are issues with valuations, the rush to IPO , to cash out, Debt issues with corewave and Oracle. if OpenAI fail to meet their growth prediction, a big correction is not far fetched.

Big deal: Corewave, Nebius, Astera, Rocket Lab added to Nasdaq 100. very strong...

Jim Cramerの投稿を翻訳： 「大ニュース: Corewave、Nebius、Astera、Rocket LabがNasdaq 100に追加されました。非常に強い...」 （注: CorewaveはCoreWeaveの表記ミスと思われます。実際の追加企業はCoreWeave、Nebius、Astera Labs、Rocket Lab、Teradyneです。6/22から適用予定）

Veckan slutar på minus. Stuvat om i portföljen rejält. Köper fler bolag och spridit ut riskerna mer. Sålt Sandisk, elf, corewave, pagaya, Arista , fastly Köpt celsius, Engcon, Netflix, palo, broadcom, novo, infleqtion och photocure.

CoreWave之前当毛票来炒也赚了点，Cloudflare下车太早了机会成本丧失了一半