$CRWV · Jose Najarro Stocks · 2026-10-27
我认为市场对 CRWV 的判断有误，并预期未来一年、即四个财报季内获得投资回报；我会把它选为未来一年的标的，并更看好它而非我并不持有的 Nebius。我认为这家拥有 1.5 GW 活跃功率的运营商颇具吸引力：其 GPU 已付清成本，长期合同即将到期，若算力紧张持续，便可进行现货或短期销售并获取高利润率。
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我觉得这是把 Corewave 看错了。
I think it's looking at Corewave wrong.
我不明白 Chels 怎么会在这儿。Chels 应该休个两三天假，去尽情狂欢，因为 Brewers 马上就要横扫世界大赛了。
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.
那你为什么还在看比赛，Steve？我很荣幸，我很荣幸。我没有在给 Brewers 招霉运。我拒绝押他们，也拒绝看他们。过去几周每次我押 B，我押棒球的结果都不太好。Yankees 被横扫了，Dodgers 也被横扫了。
所以我说，Chel，你知道吗，我不押 Brewers。
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，有人要开始搞一个反向 Steve 投注了。
Steve, someone's going to start an an inverse Steve betting.
然后市场就说，Coreweave，你再也融不到钱了。你没法，你的债务利率是16%，在你的贷款里，现在场外市场正在发生的就是这个情况。
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.
我们看到很多参与者，甚至像 Coreweave 这样的公司，对吧？他们不再只做长期合同了。但 Core Reef 现在也在考虑短期合同。
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.
是的，我又加仓了 Coreweave。
Yeah, I mean I bought more Coreweave.
我买了不少我平时常买的那些 Neoclouds，我买了 Corewave。
I've bought I think I bought a lot of the Neoclouds that I typically did. I Corewave.
你比 Nebus 更喜欢 coreweave 吗？我个人是更喜欢。我完全没有 Nebus。我没有，我只是觉得，一家拥有1.5吉瓦活跃电力、1.5吉瓦的数据中心运营商，交易在现在这个水平，这太疯狂了。
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
我认为，一旦其中一些长期合同出来，而且我们继续看到算力受限的局面延续下去——我相信确实如此——他们这些 GPU 的成本已经收回了，现在他们手上的 GPU 既可以按现货价格来做，也可以签利润率更高的短期合同。
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.
如果现在让你选五家公司投资未来一年，你会选哪五家？啊，天哪。这太疯狂了，因为我肯定会选 Coreweave。我是说，我觉得 Neo，我会选一家 NeoCloud 公司，对吧？对我来说，我会选 Coreweave，不管它现在是60几美元。
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.
我选 coreweave，因为我认为市场看错了，而且我认为未来一年它会有很多投资回报。你告诉我，四个财报之后我们不会看到投资回报。我不信。
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.
观察点
这个频道对 $CRWV 的历次判断
Jose Najarro Stocks 在这只股票上共 9 条判断，这里只列相邻的几条。