CRWV

CRWV Discussion – Valuation + Positioning Context CRWV sitting around ~85 with a ~$50B market cap. From a valuation perspective, I think the market may be pricing in peak pessimism. The stock is still well below its 52-week high, yet revenue growth and long-term TAM haven’t structurally disappeared. With negative earnings, this trades more on forward expectations than current multiples — so sentiment shifts can move it aggressively. On the positioning side: Gamma Flip: ~86.7 Put Wall: 80 Call Wall: 100 Price is hovering around the flip level. That’s interesting because above that zone, dealer hedging can dampen volatility. Below it, hedging can become more pro-cyclical and allow expansion. To me, this creates an asymmetric setup: • 80 = heavy put concentration / potential reaction zone • 100 = heavy call concentration / potential magnet if momentum builds So the question isn’t “up or down” — it’s whether price acceptance happens above or below the flip and how positioning interacts with valuation perception. Curious how others are weighing fundamentals vs positioning here.

Eating that CRWV dip for breakfast

CRWV on sale looks like

Crwv took down oklo with it.

Bought 3x NFLX Mar 19 2027 95 Call @ 14.88 and 1x MSFT Mar 19 2027 420 Call @ $47.20 (also cleared out most of my CRWV puts)

What common between crwv and orcl? Both are run by a con man.

Crwv a loss making machine with exploding debt has 42B market cap. There is no path to profitability

If only I followed through and bought CRWV puts 😞

#Ban Bet Won --- /u/Kickboy21 made a bet that CRWV would go to 80.0 within **4 weeks** when it was 92.53 and it did, congrats fucker. Their record is now 2 wins and 3 losses [**Join WSB Discord**](https://discord.gg/wsbverse)

Crwv will never be profitable, and will be out of cash in six months

Crwv 60 wen?

$720 billion market cap for a company that doesn’t make a profit. This AI nonsense is going to come crashing down just like during the dotcom crash. Ten years from now most of these AI companies won’t exist and you will not even remember their names. CRWV is a perfect example

Hilarious how the CRWV ceo always shows up on CNBC when news comes out that the company is basically a grift

Drop more CRWV

I absolutely hate that NBIS moves along with CRWV. Totally different financial situations

Is CRWV earnings actually bad ? Just too much debt ?

CRWV you bitch. Always bringing everything down.

Laaaaate, CRWV.....alllllllrighty then

Shorting CRWV cuz i hate money! They are facing Securities Class Action Over Alleged Data Center Delays and Concealed Infrastructure Risks

Shorting hard on CRWV cuz I hate money! They are facing Securities Class Action Over Alleged Data Center Delays and Concealed Infrastructure Risks

Open the casino so I can sell my CRWV puts please

Is CRWV failure fcking the all AI ?

Crwv price target 90 by jpm. Has to fall to 50 first and then it will be a reasonable target. Most tech trading 30-40% below target.

Why is CRWV always pulling my baby NBIS into some bull shit

Anyone buying more CRWV at open lol?

#CRWV, LMFAO!

$CRWV REFUGEES ARE WELCOME TO $NBIS AN ACTUALLY GOOD COMPANY WITH A COMPETENT CEO, REAL ENGINEERS, NO DEBT, NO LAWSUITS, NO BITCOIN

CRWV stressing me tf out man

CRWV being debtweave is priced in for NBIS at this point

The amount of financial engineering going on at CRWV is actually insane lol 2008 vibes

Goodbye CRWV

10% up or down is just normal CRWV daily swings nothing shocking

I hope it is before crwv fell 10% after hours

CRWV holding up means market is safe.  NVDA selling off harder than CRWV is proof enough that market makers are just circle jerking retail for fun.  New ath soon

Wow the markets really didn't price in CRWV correctly. It is going to drop trow and dump a hot steamer tomorrow morning.

I feel like a goy now after thinking crwv would go to 110 after nvda earnings

Lol CRWV

**CRWV 2026 bills:** * Capex: \~$30B+ * Interest expense: \~$2.7B * Debt principal (near-term OEM/vendor financing): \~$4.2B * Operating costs (leases, labor, hosting): \~$7B * **Total estimated 2026 cash obligations: \~$40-45B+** Cash on hand: $1.9B to $3B Operating Income: $0.9 - $1.1B Meta-backed Loan: $8.5B **wtf coreweave jfc**

r/CRWV is just their employees talking to each other

I almost bought crwv yesterday, thankfully bought rackspace instead 😅

Lol @ anyone buying CRWV. They pay over 1B in interest alone. They’re going bankrupt

CRWV

just became a crwv bagholder

#Ban Bet Won --- /u/RIVNMoonMe made a bet that CRWV would go to 87.74 within **1 week** when it was 97.49 and it did, congrats autist. Their record is now 1 wins and 2 losses [**Join WSB Discord**](https://discord.gg/wsbverse)

I think CRWV can go a lot lower. Say $60

Shitty ass Crwv bringing down nbis

I’ve looked into DUOL and CRWV a bit these past weeks, and don’t own any puts… I am a failure to my family :(

alright who bought crwv puts and dell calls show yoursef

CRWV gonna need a weave after that haircut.

-6% on $CRWV ain't enough for puts to pay. you'll need further dumping. might get it.