CRWV

#CRWV GANG Members checking in

Happy Friday! ⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ >Anyone holding neoclouds ($NBIS, $IREN, $CRWV) as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry. $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = **Low Margin** Business They have absurd valuations to justify their low margin business. NBIS P/E is 94 and IREN P/E is 161 !!! *^(There is a reason that hyperscalers are leasing from these neoclouds because they don't have to take on all that debt and risk)* Meanwhile, $AMD, $AVGO, $NVDA are selling to these AI infrastructure companies (neoclouds) at high profit margins without taking on those debts

I'm pro Jay's and Ohtani at the same time.  This isn't good.  However, this is unlike the fact I own NBIS and CRWV at the same time.  In stocks you don't have to pick one.  Just need to weight correctly.

What are you smoking? Debt has to be repaid with interest. Even if they make money, their margin will be much smaller than those of chip companies like $AMD, $AVGO, $NVDA. Are you really comparing $NBIS, $IREN, $CRWV data centers (loaded with debt) to gold???

⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ Anyone holding $NBIS, $IREN, $CRWV as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = LOW Margins Meanwhile, $AMD, $AVGO, $NVDA will be selling to these AI infrastructure companies at high profit margins without taking on those debts

$CRWV bears show your porn losses please!🤌

Once in a while, averaging down on calls before expiration actually works... $CRWV 💚

made a nice gain and close my position on crwv, achr. will be back to crwv if it consolidates around the $130 range.

#CRWV GANG CUH

The whole connectivity theme from AVGO’s earnings is up over 50-100% and is still a train with no breaks —> CIEN, CRDO, ORCL, NBIS, CRWV, VRT, CLS, WDC, STX, LRCX, MU even ANET. Last year it was NVDA and clients that ripped, its AVGO and clients that are ripping. Basically anything and everything that is involved with AVGO’s interconnects, from software (ORCL) to switches (CLS) to memory (SNDK, MU) to fiber cables (CIEN, CRDO) to material to produce chips (LRCX) to cooling all this activity (VRT) to rented compute to actually to the work (NBIS, CRWV) .. it’s a wild world out there.

Give me your essential spec stocks. Uuuu nibs asts crwv ondas ionq rklb what else do I need?

$CAN $CRWV $OPEN ? I think so.

NBIS is better than CRWV from a fundementals perspective, change my mind.

$CRWV... OMG! what's happening 😭

Dear, $CRWV, what do we say to a red day? $CRWV - Not today 💚

$CRWV.. wow! Thanks much!

#CRWV GANG Members checking in

What a comeback by $CRWV. 🤌

I own 3 of these, Iren, CIFR, glxy. I’d say buy Glxy and CIFR. Glxy smashed earnings, like huge blow out, Helios online next year with Crwv as a tenant already, guaranteed they get another hyper scaler, market rerates it easily, 1 billion a year in revenue from Crwv alone annually, another hyperscaler plus growing crypto revenue, this company is going to be making bank. CIFR backed by Google, good business model, Jane street just took a stake. This would be my 2nd best for you. Stock is very volatile. Iren, I like the company, nothing really special though but it’s a solid holding that I have too, I just like the other 2 more. For the rest of them I don’t own but BITF and MARA are great as well, hive and hut idk much about but they’re smaller companies from what I can tell

CRWV is run by finance bros. NBIS is run by dot com bubble og.

$CRWV... Literal garbage stock

FF's sake... $CRWV haven't you fallen enough for the whole week... $2 up is what a poor man is asking!

Love how this subs calls NBIS, APLD and CRWV a "meme stock"

CRWV 🚀🚀🚀

APLD, NBIS, CRWV Get in while the gettin's good.

fullport APLD CRWV or NBIS??

APLD, NBIS, CRWV

#CRWV GANG Members Cuh

CRWV and NBIS dumps $7-10 every fucking day lmao

Predict a major uncanny sell-off tomorrow at open, huge buy the dip on good stocks opportunity. It's getting crazy again now with the fear and volatility. Media will BS it something about China, employment, Powell- same ole sht. Once that happens, UBER, RKLB, SMR, OKLO,  CRWV, HOOD, GOOG, PLTR, etc all good potentials run up nice V..

Bought the CRWV dip yesterday at 129.  Bought 5 more dips since and exited with tiny peenie profit today at 122.38 just about top ticked the afternoon pump.  Said to myself no greed no greed just gtfo.  Glad af that I did.  I can't handle this crazy nut job stock. It's worse than TSLA.  And yes I have been gaped by TSLA for years like a bad marriage and I am not interested in polygamy.

Pretty sure CRWV is going sub $100... this week.

RDDT ded, ORCL ded, CRWV ded, NBiS ded

Just bought CRWV and RR.

#CRWV GANG CUH

watching for large orders before buying the dip, shit looks bad in the market. Archer, Onds, BBAI, Joby, TMC, NBIS, CRWV. I am def staying away from quantum

Yeah, CRWV gonna have to do better tomorrow or it won't be a stock

CRWV

I've noticed generally AI-adjacent stocks are suffering today, especially services. NBIS, CRWV, IREN, all uranium. Wonder what's goin on - probably a slight correction, albeit quite sharp

CRWV it’s time to decide what you want to be when you grow up.

Be cautious with CRWV. Intrator is downplaying how valuable the CORZ takeover would actually be, but obviously the market isn't buying it

I believe in CRWV.... but I'll be back after the 31st, this merger has the stock price fucked.

#CRWV GANG CUH

CRWV is free right now.

SMCI CRWV BITF

#CRWV GANG CUH

I bought CRWV at closing. Is it supposed to go lower?

BABA, CRWV, NBIS, ELF, EL

Tell me... I scooped $CRWV calls on their lowest... Tell me...

It’s almost time for CRWV calls . Almost