Jose Najarro Stocks on $CRWV (Oct 27, 2026)
Thinks the market is wrong on CRWV and expects ROI over the next year, within four earnings reports; would pick it for the next year and prefers it to Nebius, which he does not own. Sees the 1.5 GW active-power operator as attractive, with paid-off GPUs and long-term contracts coming due allowing spot or short-term sales at high margins if compute constraints persist.
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I think it's looking at Corewave wrong.
I don't understand why Chels is here. Chels should be taking the next two days off or three days off and having an absolute crazy party because the Brewers are about to sweep the World Series.
Why are you watching the game then, Steve? You I I'm honored. I'm honored. I I'm not jinxing the Brewers. I refuse to bet on them and I refuse to watch them. Every time I bet on B the past couple of weeks, me betting on baseball has not gone well.
The Yankees got swept and the Dodgers got swept. So I said, you know what, Chel, I am not betting on the Brewers.
Steve, someone's going to start an an inverse Steve betting.
Ah, and and the market goes, you know what, Cororeweave, you're not going to be able to raise any more money. You're not going to be able you you're this 16% on on your debt in the of kind of your your your your loans in the f uh what's happening on the offmarket right now.
We're seeing a lot of players, even companies like Cororee, right? They're no longer just doing long-term contracts. Um but Core Reef is now looking at short-term contracts as well.
Yeah, I mean I bought more Coreweave.
I've bought I think I bought a lot of the Neoclouds that I typically did. I Corewave.
Do you like coreweave more than Nebus? I personally do. I mean I have no Nebus at all. I have not and I just I mean I I think it's wild a 1.5 gawatt data center player of active power active 1.5 gawatt trading at uh these levels
And I I think once some of those long-term contracts come out, the amount of and we continue to see this compute constraint story continue, which I believe we are, um they already have paid off for all these GPUs and now they're just going to have GPUs that they're going to be able to do either at spot pricing um or make shorter term contracts with great margins.
If you had to pick five companies right now to invest in for the next year, what would they be for the next year? Ah, man. This is crazy because well, I I would definitely go with uh Coreweave.
I mean, I think the Neo I would get a I would get a a NeoCloud company, right? For me, I would pick Coreweave at 60 whatever dollars it is.
I'm going coreweave because I think the market's wrong and I think there's a lot of ROI over the next year on it. Tell me in four earnings reports we're not going to have ROI. Not buying it.
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What this channel has said about $CRWV
Jose Najarro Stocks has 9 calls on this stock; only the adjacent ones are shown.