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$CRWV
这只股票

T3 Live 对 $CRWV 的判断变化

频道资料 →共 2 条

T3 Live 自 2026-11-05 起在 2 个视频里谈过 $CRWV。

2026-11-11
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
AI 摘要 · CoreWeave 上涨 13%，其融资问题以及能否筹到足够资金完成建设，一直是市场的压力点；他大概不会在开盘时买入，也不会追高，但多头可以继续持有，从约 55 看向 58（21 日线），还有一点空间——它能否守住还是会回补缺口，需要观察。

你昨天还有 Coreweave。Coreweave，CRWV，涨了 6。啊，我昨天盘后交易了它。我没接。但 Coreweave 一直是市场压力和情绪的来源，大家担心它有多少钱，它能否继续融到资金来完成建设？

总之，它涨了 13%。这也是我们走高的一个原因。

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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2026-11-05看跌
《AI Stocks Are DYING. What Do We Do Now?》
AI 摘要 · CRWV杠杆过高：估计营收35亿美元、同比增长159%，却远不及约720亿美元负债和510亿美元债务——在770亿美元资产上仅有50亿美元权益，且必须持续借债才能生存——这是一个正在形成的可怕泡沫故事，也是下周财报前AI交易中的牺牲品。

CoreWeave 的 CDS 现在已经超过15%，而且还在上升。

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

我很高兴你提到 CoreWeave，因为 CoreWeave 下周公布财报。Nebius 也是，这两家算是表现最差的两家。

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.

几乎感觉像是命中注定，人们希望这些公司，尤其是 CoreWeave，成为某种牺牲品。是的。我认为 CoreWeave 和 Nebius 在公司本身和财务状况上算是有点不同的一条船。

我真正担心的是 CoreWeave。CoreWeave 杠杆高到了极点。他们预计营收35亿美元，同比增长159%。但相对于资产负债表上的负债，这根本不够看。那些负债极其庞大，而且他们还必须继续借钱。

所以，如果我没记错的话，他们目前的总负债支出大约在720亿美元。就总债务而言，听着，他们有510亿美元债务，包括长期贷款、可转换贷款和债券。股东权益是50亿美元。总资产770亿美元。

这幅图景哪里不对劲？而且他们必须继续借钱才能生存。这些是正在形成的、令人害怕的泡沫故事。你懂我的意思吧？

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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