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$CRWV
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T3 Live on $CRWV

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T3 Live has discussed $CRWV in 2 videos since 2026-11-05.

2026-11-11
“Scott Redler’s #630club - LIVE Premarket Stock Market Update”
AI summary · CoreWeave, up 13%, has been a market stress point over its funding and whether it can raise enough to complete its buildout; he probably would not buy it on the open and would not chase, though longs could stick with it toward $58 (the 21-day) from around $55, with a bit more room — whether it holds up or fills the gap needs watching.

Uh you also had coreweave yesterday. Coreweave CRWV it's up six. Ah, I was trading this after hours yesterday. I didn't take it. But, you know, Coreweave has been a source of stress and sentiment on the market about how much money they have. will they continue to, you know, be able to raise money to to complete their buildout?

And anyway, it's up 13%. So, that's also a reason why we're higher.

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2026-11-05Bearish
“AI Stocks Are DYING. What Do We Do Now?”
AI summary · CRWV is overleveraged: estimated $3.5 billion of revenue, up 159% year over year, comes nowhere near roughly $72 billion of liabilities and $51 billion of debt versus $5 billion of equity on $77 billion of assets, and it must keep borrowing to survive — a scary bubble story in the making, and a sacrificial lamb of the AI trade ahead of next week's earnings.

You know, you the CDS is on uh Core Wever are over 15% now and rising.

I'm glad you brought up Cororeweave because Cororeweave reports earnings next week. So does uh Nebus um which are you know two of the stinkers.

And it it it almost feels like destiny that people want these companies especially Cororeweave to sort of be the sacrificial lamps. Yeah. I mean Cororeweave and Nebas are I think a little bit of different boat uh in in terms of companies and financials.

My real concern is Cororee. Uh Cororee uh is overleveraged to the hilt. uh they're estimating $3.5 billion dollars uh of revenue. Uh it's a year-over-year increase of 159 uh uh of 159%.

Uh but they're they're li it comes nowhere close to their balance sheet in terms of the liabilities. Uh they're enormous and they and they still must uh continue to borrow. So, their total total liability spend right now around 72 billion if I remember correctly.

Um, and in terms of total debt, they've got, listen, 51 billion in debt. Uh, and that's long-term loans, convertible loans, and bonds. Um, stockholder equity is 5 billion. Okay.

Total assets 77 billion. What is wrong with this picture? and they have to continue to borrow to survive. Um, this is these are scary kind of bubble stories in the making. You know what I mean?

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