{"version":"market-claims.v1","asset":{"symbol":"CRWV","name":"CRWV","assetClass":"EQUITY"},"claims":[{"id":"mcl_18ec698c9aa844636b","url":"/trace/claims/mcl_18ec698c9aa844636b","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Nic Carter is a self-described big-time AI bull who has held CoreWeave since its first raise and stayed through every drawdown. CoreWeave is the single name he most identifies with the AI data center thesis.","confidence":0.72,"expert":{"slug":"nic-carter","displayName":"Nic Carter","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/nic-carter","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2782345952?t=6695s","sourceUrl":"https://twitch.tv/videos/2782345952","timecode":"111:35","startMs":6695000,"endMs":null,"excerpt":"I'm like a big-time bull. 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And it was done at an investment-grade cost of capital. So this was done at SOFR plus 225 or, you know, approximately 5.9% cost of capital, which is incredibly important to us given the capital-intensive nature of our business."},"performance":{"entryPrice":78.122,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_45aeaedd78b1d7e41e","url":"/trace/claims/mcl_45aeaedd78b1d7e41e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"A crowded, debt-heavy GPU-cloud name that leans on a handful of giant customers re-rates lower when the market stops paying sci-fi multiples for unprofitable AI infrastructure and starts pricing the leverage.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=V78F9fA8Viw&t=5265s","sourceUrl":"https://youtube.com/watch?v=V78F9fA8Viw","timecode":"87:45","startMs":5265000,"endMs":null,"excerpt":"Well, you know, yeah, and they're, they're trading very reasonably. 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Um, uh, Buco says, imagine being a software company with like 250,000 customers, $1 billion of revenue growing 20%, and the market says worth $3.5 billion."},"performance":{"entryPrice":82.063,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ede5e997e566f8d948","url":"/trace/claims/mcl_ede5e997e566f8d948","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"The math doesn't work: this GPU landlord spends 3.6 times its revenue on building capacity versus the idealized 1.8, so either it really sucks at this or the numbers are 50% off before margins.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=UiAVylcHKfc&t=7860s","sourceUrl":"https://youtube.com/watch?v=UiAVylcHKfc","timecode":"131:00","startMs":7860000,"endMs":null,"excerpt":"So I feel like the numbers seem incredibly optimistic. It's more like forward-looking. Yeah. Looking at CoreWeave, this is not at all what we're seeing with CoreWeave."},"performance":{"entryPrice":114.3,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_a27a96e5ad2cb53690","url":"/trace/claims/mcl_a27a96e5ad2cb53690","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"A buildout racer whose entire growth rides on bringing contracted power online on schedule takes the hit as moratoriums freeze permitting county by county and stretch every delivery date.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=hHiH2tN7mB4&t=2244s","sourceUrl":"https://youtube.com/watch?v=hHiH2tN7mB4","timecode":"37:24","startMs":2244000,"endMs":null,"excerpt":"Not what everyone was expecting in the Free State of Texas. Everything's bigger in Texas except for the data centers, which are getting smaller now that there is a county-level moratorium seeking to buy time for lawmakers to soften the blow of development across— sweeping across— what's the— what's the county? 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But what does Coreweave tell you? They're an excellent business."},"performance":{"entryPrice":94.609,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_c04ff4e5d967ede111","url":"/trace/claims/mcl_c04ff4e5d967ede111","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Intrator directly fades the GPU-depreciation short by naming traders shorting CRWV and asserting his A100s appreciated this year while clients sign five-year contracts. 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It's a debate that is being uh brought to the forefront by uh some traders that have a short position in the stock and they're trying to uh talk down... they're buying it for five years... the A100s, the Ampere, this year, the price has appreciated through the year."},"performance":{"entryPrice":81.596,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_953a804a162e39d70c","url":"/trace/claims/mcl_953a804a162e39d70c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Disaggregated inference extending GPU useful life from 2 to 10-15 years unlocks ~6% asset-backed financing (vs 20%+ for short-life assets), structurally improving unit economics for GPU cloud operators like CoreWeave.","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=HGbA6ze0_3M&t=4847s","sourceUrl":"https://youtube.com/watch?v=HGbA6ze0_3M","timecode":"1:20:47","startMs":4847000,"endMs":null,"excerpt":"Those older GPUs, they have a useful life for ten or fifteen years"},"performance":{"entryPrice":106.83,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_21991bc0c19512714b","url":"/trace/claims/mcl_21991bc0c19512714b","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Compute scarcity through 2027 with OpenAI naming CoreWeave among its CSPs feeds neocloud demand","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRWV","name":"CRWV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=TjrShuj_Zsg&t=509s","sourceUrl":"https://youtube.com/watch?v=TjrShuj_Zsg","timecode":"8:29","startMs":509000,"endMs":null,"excerpt":"compute is a very scarce resource at the moment. 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