CRWV (CRWV)

What happens to the $CRWV debt if we get rate hikes this year? 🤔

Compute demand is not slowing down. $CRWV

$CRWV 119.01→109.53↘️✖️ $OPTX 8.62→9.95↗️ $USAR 26.33→28.01↗️ $SIDU 3.38→4.91⬆️⬆️⭕️ $SPIR 18.18→22.84⬆️ $TSM 397.67→418.45↗️ $CIFR 17.04→23.65⬆️⬆️⭕️ $CRML 12.44→11.20↘️✖️ $MP 66.63→64.70↘️✖️ $U 27.13→30.47↗️ $WULF 21.31→25.56⬆️ It turned out to be a lackluster result 🐣

$CRWV The empire of productive debt CoreWeave is the archetype of the neocloud model: acquiring NVIDIA GPUs on credit, leasing them at high prices under long‑term contracts, using those contracts as collateral to raise even more debt and buy even more GPUs. It's a financial flywheel as elegant as it is tense. The numbers for 2025‑2026 are staggering. CoreWeave has become the fastest cloud in history to reach $5 billion of annual revenue, with a backlog that quadrupled in one year to $66.8 billion by the end of 2025. In 2026, contracts continue to pile up at a pace never seen in the sector. CoreWeave announced in April 2026 an expanded agreement with Meta worth roughly $21 billion to provide AI cloud capacity through December 2032. Jane Street has committed roughly $6 billion to use CoreWeave's AI cloud platform, accompanied by a $1 billion equity investment. In Q1 2026, the revenue backlog neared $100 billion, the strongest booking quarter in the company's history. And CoreWeave has surpassed 1 GW of active power. The systemic risk is the hidden side of the model. To finance this expansion, CoreWeave continuously issues debt. In March 2026, the company closed an $8.5 billion DDTL, the first HPC infrastructure facility to obtain an investment‑grade rating. Then a new $3.1 billion DDTL in May 2026. Debt funds the GPUs, GPUs fund the contracts, contracts fund the debt. Everything holds as long as demand does not falter and $NVDA delivers on schedule.

No changes for $CRWV, still looks bullish. I think this one can surprise a lot of people as long as it holds the lower green box. https://t.co/5KY9bUEDW8

The market is deciding to correct and I don’t think it’s gonna care about $crwv and $iren earnings unfortunately -it’s likely gonna mow right over them - I’ll be pleasantly surprised if it doesn’t

$CRWV and $IREN earnings today 👀 Expect a big move up or down for $NBIS as well.

$CRWV CRWV can still extend a little higher in wave (5). If the price can break above $138.40 the $150 area comes into focus. https://t.co/FgwTOiwe2L

$CRWV: Priced $3.1B loan today at S+450 (vs S+500 expected), reinforcing improving credit environment for these guys. Aligns with what $CIFR mentioned on their call yesterday: seeing interesting and improving financing environment for neo-clouds which is leading to them to consider other types of agreements for their DC's (participating in the compute/chips at some sites).

$CRWV beautiful breakout, backtest - and continuation higher. Shared the setup on X a few weeks ago: https://t.co/hxBXK9kmiX