$CRWV

CRWV

CoreWeave, Inc.

本窗口内的全部观点与内容

截至 09-06
09-02
Meet Kevin发布 2026-09-02
Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop
$CRWV看跌
CoreWeave面临显著下行风险,因资产负债表不佳(高债务/低现金)以及过度资本开支导致的负自由现金流。

Coreweave是最值得买入的Neocloud。华尔街对Coreweave有什么不满?这家Neocloud的股价已经停滞了12个月。

Cororeweave is the best Neocloud buy. What does Wall Street have against Cororeweave? Shares of the Neocloud have been stalled for 12 months.

Coreweave目前的交易价格仅为预期2028年收入的2.2倍,远低于Nebius和Iron。Coreweave拥有最大的业务,预计今年将产生129亿美元的收入,约为Iron的四倍,而Iron又大约是Nebius的四倍。

Coreweave is now trading at just 2.2 times its expected 2028 revenue, well below both Nebius and iron. Cororee has the biggest business expected to generate 12.9 billion in revenue this year about four times that of Iron which in turn is about four or sorry of Nebius which is in turn about four times that of iron.

更早的记录
Meet Kevin发布 2026-09-02
Sam Altman JUST Accidentally Exposed the AI Collapse.
$CRWV看跌
CRWV 因巨额资本支出(140亿美元)相对于较低的经营现金流(36亿美元)以及疲弱的资产负债表(短期债务与现金比率为3:1)而面临高债务风险。

Sam Altman 关于 Neo 云不可持续的观点是否正确?分析这一点的最佳方式是查看 CoreWeave 的财务数据,我们稍后将进行。

Is Sam Altman right about the unsustainability of Neo Clouds? The best way to analyze this is to look at CoreWeave's financial data, which we will do in a few moments.

然而,这将是最后一次提供终身订阅。那么,这种循环性质是如何运作的?我们在 CoreWeave 实际看到了什么?像 Cudo 这样的公司发生了什么?

However, this will be the last time a lifetime subscription is available. So, how does this circular nature work ? What do we actually see at CoreWeave? What's happening with companies like Cudo?

更早的记录
08-31
Ticker Symbol: YOU发布 2026-08-31
GET IN EARLY! These 3 Stocks Will Make Millionaires By 2029
$CRWV看涨
鉴于其规模、成本效益和英伟达的支撑,CRWV 是低执行风险下首选的 Neocloud 股票。

其次,这一类别包括Neoclouds,即专门的AI基础设施提供商,如Cororeweave、Nebius和Iron,它们是本视频的重点。其中一家是相当明显的赢家,当我们进行比较时,我会告诉你是哪一家。

And second, this category includes the Neoclouds, specialized AI infrastructure providers like Cororeweave, Nebius, and Iron, which are the focus of this video. One of them is the pretty clear winner, and I'll show you which one when we compare them.

至少就近期而言,有三个重要理由让我们把注意力放在Neoclouds而非其他类型的公司上。首先,它们与各类AI买家都有交易,从Perplexity和Figure AI这样的初创公司,一直到超大规模云服务商本身。

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