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![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-07-17 17:42:16 UTC

is $CRWW the next big cloud disruptor—or a GPU rental shop with no moat?

HSBC just kicked off coverage with a Reduce rating and a $XX PT 🚨
that’s well below the Street

their bear case?
-GPU infra is getting commoditized fast
-CoreWeave's edge is shrinking as clients build their own tools
-capex-heavy, margin-light, FCF negative
-2027 EPS ~45% below consensus
-and AWS isn’t exactly easing up 🧱

even with AI tailwinds, HSBC thinks $CRWW lacks pricing power & scale benefits

cloud isn’t just about chips—it’s about leverage.
and right now? CRWW might be on the wrong side of both.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945901882779853094/c:line.svg)

**Related Topics**
[next big](/topic/next-big)
[amazon web services](/topic/amazon-web-services)
[eps](/topic/eps)
[infra](/topic/infra)
[gpu](/topic/gpu)
[$crww](/topic/$crww)
[$hsbc](/topic/$hsbc)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/VcircleFuture/status/1945901882779853094)