tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

CRWV

CRWV - equity - source-backed public claims only.

14published claims

11 longbullish claims

3 shortbearish claims

Asset timeline

Nic Carterother/ May 27

person

CRWVNic 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.

directional thesisLONGpublishedothernot a verified trade

CCRCRWVLONG

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.

$105.38

— pending

SourceDefi is DEAD. Stocks Are MEH. Meta is BACK!? Vance Dropping Out!?? WTF! | Interviewing Nic Carter

“I'm like a big-time bull. I would say I'm an AI bull for sure. I know everybody is, but even when everybody said it was the CapEx bubble, I was bullish.”

evidence attachedpaste author pricesource span111:35

TBPNyoutube/ Apr 1

person

CRWVJust raised $8.5 billion at investment-grade rates against GPU infrastructure, and those H100s are aging like fine wine, not depreciating fast.

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

Just raised $8.5 billion at investment-grade rates against GPU infrastructure, and those H100s are aging like fine wine, not depreciating fast.

$78.12

— pending

SourceEddy Cue Joins for Apple's 50th, Artemis Launch, Jamie Dimon's Plan, Save Snap Now, SpaceX IPO

“This is our largest transaction at $8.5 billion... 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.”

evidence attachedpaste author pricesource span182:58

TBPNyoutube/ Apr 2

person

CRWVA 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.

directional thesisSHORTpublishedyoutubenot a verified trade

CCRCRWVSHORT

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.

$82.06

— pending

SourceOpenAI Acquires TBPN

“Well, you know, yeah, and they're, they're trading very reasonably. They're at something like a $240 million run rate as of Q4, market cap of like $366 million. Okay. So yeah, it's priced— seems to be priced in. Yes. 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.”

evidence attachedpaste author pricesource span87:45

TBPNyoutube/ May 11

person

CRWVThe 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.

directional thesisSHORTpublishedyoutubenot a verified trade

CCRCRWVSHORT

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.

$114.30

— pending

SourceSwatch AP Collab, Cerebras IPO, Trump Visits China, Match Group CEO Joins

“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.”

evidence attachedpaste author pricesource span131:00

TBPNyoutube/ May 18

person

CRWVA 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.

directional thesisSHORTpublishedyoutubenot a verified trade

CCRCRWVSHORT

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.

$99.68

— pending

SourceLeopold's 13F, Mike Isaac Joins, Data Center Fixes, Shein Buys Everlane, Falling Birth Rates

“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? Hill County's commissioner— Hill County's commissioner vote— court voted 3 to 2 Tuesday to put a year-long moratorium on data center and power plant construction in unincorporated areas, citing an influx of as many as 8 data centers planned there, many of which could have— could have their own power plants.”

evidence attachedpaste author pricesource span37:24

Erik Bernhardssonyoutube/ May 21

person

CRWVA neocloud whose fleet is virtually sold out keeps its pricing power as GPU compute stays scarce into 2027, and those rental rents flow straight to the operator built to aggregate that demand.

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

A neocloud whose fleet is virtually sold out keeps its pricing power as GPU compute stays scarce into 2027, and those rental rents flow straight to the operator built to aggregate that demand.

$108.08

— pending

SourceSpotify CEO Joins, Alex Tabarrok Joins, Lots of news from SpaceX, Anthropic, OpenAI, Nvidia and Meta

“We look at it a lot.”

evidence attachedpaste author pricesource span144:54

Invest Like the Bestyoutube/ Feb 24

person

CRWVEveryone assumed these upstart GPU cloud renters would die the moment the big clouds caught up, but they are actually better at running the chips, and NVIDIA needs them around.

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

Everyone assumed these upstart GPU cloud renters would die the moment the big clouds caught up, but they are actually better at running the chips, and NVIDIA needs them around.

$91.52

— pending

SourceInside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX

“I certainly would not make the case that they are fantastic businesses, but I don't think they're going away like people thought because I think they're better at running GPU clusters than the traditional hyperscalers are.”

evidence attachedpaste author pricesource span25:41

Dwarkesh Podcastyoutube/ Mar 13

person

CRWVOld GPUs are worth more now than three years ago because they run far better, cheaper models, so the doomy short-depreciation story that supposedly sinks the clouds is just wrong.

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

Old GPUs are worth more now than three years ago because they run far better, cheaper models, so the doomy short-depreciation story that supposedly sinks the clouds is just wrong.

$81.88

— pending

SourceDylan Patel — The single biggest bottleneck to scaling AI compute

“because you are so limited on semiconductors... what is the value I can derive out of this chip today... an H100 is worth more today than it was 3 years ago.”

evidence attachedpaste author pricesource span13:30

Dwarkesh Podcastyoutube/ May 15

person

CRWVA pure-play GPU neocloud catches the dollars that drain out of the training step into the long rollout-and-inference grind that reasoning models can't avoid, and that compute runs on rented clusters.

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

A pure-play GPU neocloud catches the dollars that drain out of the training step into the long rollout-and-inference grind that reasoning models can't avoid, and that compute runs on rented clusters.

$107.15

— pending

SourceWhat rebuilding AlphaGo teaches us about self-play, RL, and future of LLMs - Eric Jang

“The amount of information per flop has been decreasing as you had to unroll 2 days worth of thinking in order to see if you even did something correctly.”

evidence attachedpaste author pricesource span132:18

Market Bubbleother/ May 7

person

CRWVCoreWeave reported great numbers and still got smacked down 11 percent, which makes no sense, it should go back up.

directional thesisLONGpublishedothernot a verified trade

CCRCRWVLONG

CoreWeave reported great numbers and still got smacked down 11 percent, which makes no sense, it should go back up.

$116.26

— pending

SourceWe need to talk...

“we bought CoreWeave after hours despite the fact that CoreWeave had great financial report and everything and they were doing great. CoreWeave is getting smacked right now. It's down 11%”

evidence attachedpaste author pricesource span152:15

All-In Podcastyoutube/ Feb 13

person

CRWVBooming token budgets are blowing past cloud margins, pushing demand to CoreWeave the 'excellent business'

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

Booming token budgets are blowing past cloud margins, pushing demand to CoreWeave the 'excellent business'

$94.61

— pending

SourceDebt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

“So then you go to Coreweave. Okay, fine. But what does Coreweave tell you? They're an excellent business.”

evidence attachedpaste author pricesource span17:21

Michael Intratoryoutube/ Mar 23

person

CRWVIntrator directly fades the GPU-depreciation short by naming traders shorting CRWV and asserting his A100s appreciated this year while clients sign five-year contracts. He is taking the long side of the exact debate Michael Burry built his CoreWeave short around.

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

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. He is taking the long side of the exact debate Michael Burry built his CoreWeave short around.

$81.60

— pending

SourceFour CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

“my my take on the the uh uh the GPU uh depreciation debate is that it's nonsense, right? 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.”

evidence attachedpaste author pricesource span10:36

All-In Podcastyoutube/ May 23

person

CRWVDisaggregated 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.

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

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.

$106.83

— pending

SourceSpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, B…

“Those older GPUs, they have a useful life for ten or fifteen years”

evidence attachedpaste author pricesource span1:20:47

All-In Podcastyoutube/ Jun 2

person

CRWVCompute scarcity through 2027 with OpenAI naming CoreWeave among its CSPs feeds neocloud demand

directional thesisLONGpublishedyoutubenot a verified trade

CCRCRWVLONG

Compute scarcity through 2027 with OpenAI naming CoreWeave among its CSPs feeds neocloud demand

$123.94

— pending

SourceOpenAI CFO Sarah Fryer on the All-In Podcast: IPO race, compute scarcity, and the $122B raise

“compute is a very scarce resource at the moment. I mean what we see in our business, we're going up that kind of vertical wall of demand right now, and there's just not enough tokens available”

evidence attachedpaste author pricesource span8:29

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.