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"CoreWeave disclosed that NVIDIA must purchase any compute they cant sell. Its a clever way to secure liquidity and mask slowdowns. Investors may never know when real AI demand turns into NVIDIAs own buying. $NVDA $CRWV"
X Link @LumidaWealth 2025-10-15T10:51Z 6607 followers, XX engagements
"@accounting_ds Cant wait for $MSFT to cancel $CRWV deal and give it to $NBIS Coreweave is such a dishonest bunch of people they have nothing to deserve such backlog"
X Link @mrknowtalk 2025-10-15T10:10Z XXX followers, XXX engagements
"$IREN $CRWV $NBIS The real fun part is that you don't even have to be an insider to understand this. The best analogy I can think off here is Formula X. CoreWeave is currently one or two laps ahead because it is entering the race earlier but it is running on worn tires with its aging Hopper fleet high interest rate capex and poor cashflow generation capability with masked by its X year depreciation cycle. The main current attractiviness is the 44B revenue backlog underwritten by hyperscalers but at the end of the day the Coreweave bare bones offering is the same as Nebius and Iren to a very"
X Link @AlexfromBabylon 2025-10-15T09:39Z 5993 followers, XXX engagements
"@genZinvest0r It definitely is still an unknown but yea I feel a lot more comfortable with their policy than a $CRWV long term I can see that really hurting $CRWV honestly"
X Link @accounting_ds 2025-10-15T08:37Z XXX followers, XXX engagements