$1,000 follows their calls into $1,231
Track record building
- Peak #4
- 10 ranked closes
- Longest streak 10
$1,000 follows their calls into $1,231
Weary Centurion@weary_centurion$CRWV COREWEAVE FINANCIALS Why are we only starting to question how this massive capex will be funded now? It’s been blatantly obvious since this whole capex frenzy began across the sector. Continuing to take out massive debt whilst already owing massive debt and paying
Bull Theory@BullTheoryio🚨CoreWeave is now in serious trouble. $CRWV is down more than 16% today and has crashed more than 50% in the last 5 months. The reason is its debt. CoreWeave owes about $35B and paid $640M in interest last quarter alone. Investors are now dumping that debt. Its 2032 bonds have

Weary Centurion@weary_centurionI have been calling out euphoria for a long time as well as ridiculous valuations across multiple sectors (AI, space, drones, quantum) It seems reality is finally setting in The major warning sign has been the bond yields which have been ripping for months now Debt heavy
Weary Centurion@weary_centurionThe bond yields are yet another red flag for this unhinged market Iv been calling out euphoria for months. Every time we get a bounce people behave like the market is going to continue to mirror returns since 2023 The truth is nobody knows what will happen. NOBODY But you
Weary Centurion@weary_centurion$CRWV If you won’t take it from me, take it from a CPA who understands the sector deeper than most on here from a financial perspective Also a very good post on the nuance of good companies vs bad companies in the same sector and how that can conflate valuations
Audit The Herd@AuditTheHerdEveryone knows I've been bearish on specific parts of the AI trade. Just search my profile, I've been saying it for months. To be clear, I'm not bearish on AI. I'm bearish on bad business models being priced like good AI companies. If you break the trade down to first
Weary Centurion@weary_centurion$CRWV Who would have thought having massive debt leverage against huge capex commitments could possibly go south at any point? This is a warning shot for all Neo clouds I am getting tired of making posts about them. Needless to say, I have tried my best to highlight risks
Weary Centurion@weary_centurion$CRWV For those thinking I may be jumping on the bandwagon here I have been calling out Coreweave for almost a year and a half after it ran over 300% following its IPO The risks were the same then as they are now, but nobody wanted to hear it back then Sheep gonna sheep 🐑
Weary Centurion@weary_centurion$CRWV IPOs with a raft of debt and a tonne of hype are ripping 357% in 3 months This is not normal guys It’s uncertain how long this will continue, but at some point the rug pull will come and a new generation of bag holders will be made There is a reason you are seeing
