CoreWeave 跌破 60，投资者正试图弄清楚这个市场接下来往哪走。

Core weave trading below 60 and investors trying to figure out where this market goes next.

CoreWeave 现在跌破 60，58、60。我建了那个看涨期权价差，我想我是早上 9:30 到 10 点之间和你们一起做的，6871。所以那笔看起来不错。

coreweave now trading down below 60 5860. Um, I put that bare call spread on. I think I did that with you guys in the morning between 9:30 and 10, the 6871. Um, so that's looking good.

但 CoreWeave 现在似乎确实和这个市场步调完全一致。

but it does seem like coreweave is lock step and barrel in with this market right now.

我认为 CoreWeave 是最大的看点。它正在破位下跌。我们来看看 CoreWeave，认真分析一下。那我们来看看 CoreWeave 年初至今的表现。哇。呃。

Corewave, I think, is the biggest story. This is, this is breaking down. Let's take a look at coreweave and really analyze. So, let's take a look at Corewave for year to date. Wow. Ew.

那么，CoreWeave 的债券，我昨天和一个人聊过，CoreWeave 的债券在交易，如果 CoreWeave 能继续经营下去，你能拿到 15% 的回报，这太疯狂了。对。这意味着有些人认为存在真实的风险。

So, the bonds on Core Weave, I was talking to someone yesterday and the bonds on Core are trading, you could get 15% on your money if Core stays in business, which is crazy. Um, right.

That means some people think there's a real risk.

CoreWeave 因债务、融资成本和盈利可持续性而受到新的审视，HBC 表示市场预期看起来过高，并给出了 39 美元的目标价。

Corweave drew fresh scrutiny on debt, financing costs, and earnings durability as HBC said market expectations look too high and set a $39 price target.

哦，来了。现在他们开始群起而攻之了，对吧？哇。39 美元的目标价。所以 52 周低点就在这里。我们跌破了 52 周低点。那么真正的问题是，它历史最低到过多少？它 IPO 在哪？

2025 年 10 月 20 日，137。现在跌到 58。他们真是把这只股票卖给了公众。

Oh, there we go. Now they're piling on, right? Wow. $39 price. So the 52- week low is here. We're below the 52- week low. Um, so the real question is, what's the lowest this has ever been?

Where did it IPO? October 20th, 2025, 137. It's down to 58. They really sold this to the public.

我认为，如果这只股票开始崩盘，如果这只股票开始破位下跌，市场会跟着走，因为这就是那个故事。这就是 AI 的风险所在。因为归根结底，如果它出了问题，就会成为所有人的问题，因为所有资金都是紧密流动的。

You know, this I think if this stock starts to fall apart, if this stock starts to break down, the market's going to follow because that's that's the story. That's the risk in AI.

That's when like because at the end of the day, if this becomes a problem, it becomes a problem for everyone because all the money flows securely.

所以我们必须密切关注它，尤其是它现在处于 52 周低点。非常重要。

you know um so we really got to keep an eye on this especially as it sits at a 52- week low. Uh, you know, very important.

所以 CoreWeave 是风向标。Deanna，我也这么认为。你们怎么看？这不合理吗？现在整个风险就在于 CoreWeave 会出问题，它们可能会资不抵债。比如我问过一些人，我说：“15% 的债券你会买吗？”他们说：“我不知道。”对吧？

so core is a weather formar. Deanna, I think so. Uh what do you guys think? Doesn't that make sense? Like the whole risk right now is that coreweave is going to have a problem.

They're that they could become insolvent. Like I asked some people, I'm like, "Would you buy the bonds at 15%." They're like, "I don't know." Right?

正因为它是市场关注的焦点，每次市场下跌，CoreWeave 也在跌，这一点我可以告诉你。市场上涨时，CoreWeave 也在涨。我没快到能分清哪个是哪个，但它们现在步调一致。

and so because that's the name in focus, I every time the market ticks down, core ticking down. I'll tell you that much. When the market goes up, Corweave's going up. I'm not fast enough to know which is which, but they are in stride with each other right now.

但CoreWeave，CoreWeave已经跌到有史以来的最低点，现在进入了未知区域。所以现在它必须经历一个筑底过程。因此我们可能会看到它继续下跌。

But coreweave, coreweave is at the lowest it's ever been and now it's in unknown territory. So now it has to have a bottoming process. Um, you know, so we could see more down.

不过现在CoreWeave的情况会有点不一样。CoreWeave会有点不一样，因为周四，这正是我想关注的，对吧？因为如果它在领跌市场，那就能告诉我们其他股票会走到哪里。周四它最低跌到5951，最高到6976。

昨天最高到6592。所以它在形成更低的高点。这可不是好事。在下跌过程中，它现在已经跌破了，我们现在已经跌破了周四的低点。CoreWeave已经跌破周四低点。整个市场并没有跌破周四低点，但不同的股票各有不同。

Um, now coreweave though, coreweave is going to be a little bit different. Coreweave is going to be a little bit different because on Thursday, and this is what I this is what I want to notice, right?

Because if it is leading the market, then it tells us where the other ones can go. On Thursday, it hit a low of 5951, a high of 6976. Yesterday I hit a high of 6592. So So it's making it's making lower highs.

That is not good. On the way down it's now below now we've breached below that Thursday. We're below our Thursday low on core. So the whole market is not below the Thursday low but different stocks are.

最活跃的股票，Q's、CoreWeave、DJT、Micron、Tesla、SpaceX，都是那些老面孔。我们得再看看SpaceX。Nvidia，

Most active spies, Q's, Cororeweave, DJT, Micron, Tesla, SpaceX, the usual suspects. We got to look at SpaceX again. Nvidia,

我在寻找更低的低点，我在盯着CoreWeave领跌市场，因为它已经跌破了周四低点。而且，我一直在跟我的朋友们聊，比如，你会在15%的利率下买这些债券吗？我也不知道。而且，只要他们还在经营，你就能拿到15%。

人们就说，你会拿十万块去赚一万五，赌CoreWeave能继续经营下去，对吧？

I'm looking for lower lows and I'm watching core weave to lead the market because that's below the Thursday low. Um, and you know, like I I've been talking to my buddies like, would you buy the bonds at 15%.

And like, I don't know. And and you're getting 15% if they stay in business. And people are like, I would you put up a hundred grand to make 15 grand that coreweave stays in business, right?

好，等等。CoreWeave较峰值下跌了56%。

Okay, wait. Coreweave down 56% from its peak.

让我看看。好，CoreWeave。等等，他们关于CoreWeave在说什么？让我听听。

let's see. All right, coreweave. Wait, what are they saying about corewave? Let me listen.

我是说，这只股票就是故事本身。我们正在关注的就是CoreWeave这个故事。你知道，那就是故事所在。

I mean this stock is this is the story. We are watching the story right here with Cororeweave. You know that is the story.

不过我并不讨厌它。我只是想盯着CoreWeave。这就是新闻。这就是新闻。

I don't hate it though. I just want to watch Corweave. That's the news, you know. That is the news.

CoreWeave。别碰它。

Corit. Weave it alone.

我确实持有CoreWeave的看跌期权。我买了55的看跌期权，花了135美元。它们现在交易在74美分。我想知道它们开盘会跌到哪里，跌三个点。大概率又回到135。

I do have corewave puts. I have the 55 puts I bought for $135. They're trading at 74 cents. I wonder where they're going to open down three. Probably right back at A135.

CoreWeave还没有反弹回来。CoreWeave

Corweave has not come back. coreweave

我只想盯着CoreWeave，看看它接下来会怎么走。

I just want to watch Core Weeb and see what goes on with it.

CoreWeave现在盘前有点动静。要非常小心。

A little core weave premove right now. Be very careful.

我想在开盘时盯着CoreWeave，还有最后一分钟的Q's。

I want to watch core weave on the open and the cues with one minute to go.

CoreWeave跌破了它的低点。

Core weave through its lows.

围绕CoreWeave的争夺开始了。

The battle is on with Cororeweave.

别碰那个。CoreWeave。对，它跌下来了。也许那才是正确的操作。CoreWeave的五份看跌期权。core weave 走低。

leave that alone. Corewave. Yeah, it came down. Maybe that was the play. Five puts in Corewave. core weave lower.

如果 core 继续下跌，那对市场来说可不是好事。我以138美元卖出了我的一张 core 看跌期权。回测位会是707，对吧？

I mean, if core continues to break down, that's not going to be good for the market. sold one of my core puts for $138. the retest would be 707, right?

在 cues 上的回测、回测位会是707，但他们要收76美分。这可是个实打实的数字。然后如果它跌到那里，停住了，到它触及的时候权利金会是多少？我不知道。早一点的话可能到225左右，晚一点的话大概就20美分。

这说得通吗？比如你以78美分买入这些，如果我们立刻大跌，它们可能到220、230，如果我们跌几个点，比如四个点、五个点。但如果我们是在尾盘大跌，这些可能就只值20美分。

Retest retest on the cues would be 707, but they're they're charging 76 cents for those. That's that's a real number. And then if it gets down there, it stalls and that what would that premium be by the time it hits it?

I don't know. Sooner it could go to like 225 later it would be like 20 cents. Does that make sense? Like if you bought these for 78 cents, if we tanked right away, they could go like 220, 230 if we dropped a couple points, like four points, five points.

But if we tanked at the end of the day, these could be worth 20 cents.

所以 core 又涨回来了。

So core coming back up.

core weave。我不想要这个，我想要那个。好了。好，Cory 正好停在5735那个低点，就在它上方。哇。

core weave. Um, I don't want this. I want that. There we go. All right, Cory sitting right at that 5735 low, right above it. Wow.

他们现在确实不喜欢这只股票。我刚又在160美元卖了一些。

I mean, they do not like this stock right now. I just sold some more at a $160.

所以我刚建了什么仓？在 cues 上以59美分建了一个熊市看涨价差。我讨厌那笔交易的风险回报比。看起来不妙。行吧，随便。蠢蠢地做 cues，赚了70块。那些7是多少钱来着？对，78美分。

又一个120美元，30.50。本来可能是一笔好交易。而且我认为这和 CoreWeave 有关。

So, I just put on what did I do? Put on a bear call spread in the cues for 59 cents. I hate the riskreward on that trade. looking bad. All right, whatever. Stupid trading the cues.

Made 70 bucks. How much were those sevens? Yeah. 78 cents. Another$120 dollar 30.50. Probably would have been a good trade. And I think it's connected to Corewave.

我认为 Coree 是关键。他们在往这波里卖、往这波里卖。cues 上的70750是周四的低点。那才是我会担心的那个。

I think Coree is the is the key. You know, they're selling they're selling into this 70750 on the cues is the low from Thursday. That's the one I'd be worried about.

看，现在盯着 corewave 的5723低点。如果它开始企稳，我在想我能不能在 cues 上抓到那波行情，但我确实把707那个位置当作我喜欢的那个。132美元。那些期权本来会值60美分。如果我们早上买入，看跌期权几乎就翻倍了。

see now watch corewave 5723 low. If it starts to stabilize and I wonder if I could get that move in the cues, but I do have that level of 707 as the one I like.$132. Those options would have been worth 60 cents.

We almost would have doubled our puts if we bought them in the morning.

不过我在盯着 Core Weave。如果 Coreweave 开始守住，那我就会预期市场也守住。现在，Core We 就停在它低点上方一点。

I'm watching Core Weave though. If Cororeweave starts to hold, then I would expect the market hold. Right now, Core We sitting just above its lows.

对，我不会买。我其实认为 corewave 需要企稳，市场才能企稳。我觉得 corewave 现在在领跌市场。也许我错了，但我不认为它在 coreweave 处于低点时跟着反弹了。

而且我不认为 Core Weave 会反弹，这意味着我不认为市场会反弹。

yeah, I'm not going to buy I I actually think corewave needs to stabilize for the market to stabilize. Like I think corewave is leading the market right now. Maybe I'm wrong, but I don't think he rallied with coreweave on its lows.

And I don't think Core Weave is going to rally, which means I don't think the market's going to rally.

那个市场因为对 AI 数据中心的担忧而下跌，尤其是 CoreWeave。CoreWeave 处于低点，看起来非常疲弱，今天早上甚至几乎接不到买盘。所以，如果它涨不起来，市场也就涨不起来。

that market's down on concerns of AI data centers, coreweave specifically. Corewave's at a low. It's looking very weak. It can't even really catch a bid so much this morning. And so, if it can't rally, then the market can't rally.

现在，如果它涨到 58 以上，也许 cues 会涨到 712 以上。我确实认为它在引领市场。

Now, if it gets above 58, maybe the cues will go above 712. I do think it's leading the market.

是啊，看看 Cor。它就是喘不过气来。而且我认为没有它，市场就涨不起来。我真的这么认为。

Yeah, look at Cor. It's just it can't catch a breath. And I don't think the market can rally without it. I really don't.

好了，Cory 稍微稳了一点。我肯定不会买它。我不认为现在是逢低买入的市场。我希望它再涨一点，这样我就能做空它。

All right, Cory's stabilizing a little bit. I'm certainly not buying it. I don't think this is a dip buying market. I hope it goes up a little bit more so I could short it.

CoreWeave 从 58 回升。现在一切都串起来了。我以 73 美分买入，以 85 美分卖出。这才是我应该有的交易方式，就是非常快进快出。

off the core weave coming back off the 58. You know, it's all tying together now. I bought them for 73 cents, sold them for 85 cents. This is how I should be trading. Just very in and out.

我不认为我们这里会大跌。又拿到了四份 707 看跌期权合约，core 5763。它没撑住。我确实认为我们今天会卖出所有反弹。

You know, I don't think we're going to tank here. Got four more contracts to 707 puts core 5763. It didn't hold. I I do think we're going to sell all the rallies today.

CoreWeave 已经跌破周四低点。

We're below the Thursday low in Coreweave.

CoreWeave 的看涨期权现在看起来就像白送钱。我认为，我认为我们想等更低的价位。错过一波上涨行情，我可以接受，对吧？看，Cory 稍微回升了一点，

Corweave calls look like a donation at this point. I think I think we want to go lower. I'm okay missing out on a rally, right? See, Cory's coming back a little bit,

CoreWeave 稍微回升了一点。他们想在这里给我们来一波小反弹。也绝对不去追涨。我留了一份核心看跌期权到本周剩余时间。持有 CoreWeave 的看跌期权。短线做这些标的。

core weave coming back a little bit. They want to give us a mini rally here in this. Definitely not chasing rallies either. I keep one of my core puts for the rest of the week. Have the bear call on coreweave. scalp the cues

不过要盯着 Corey。我认为它会有剧烈的回调。

Watch Corey though. I think it's going to have harsh pullbacks.

Cory 59。

Cory 59.

抱歉。我看看。Cory 58 多一点。

Sorry. Let's see. Cory 58 and change.

暂无中文转述，仅英文原句可核对。

core weave 59

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