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Update - Feb. 20, 2026 CoreWeave is slumping due to a misleading report from BI. The AI cloud company has not run into problems financing a data center in PA despite the reporting. The company has already completed the data center financing as reported in the BI article and confirmed on air by Jim Cramer after exchanging messages with the CEO.  Update - Jan. 26, 2026 NVDA  wisely buying into  CRWV  at less than 4x '26 sales and close to 2x '27 sales. The market doubting this AI data center story was crazy. -Nvidia (NVDA) has invested $2B in CoreWeave (CRWV) and expanded their collaboration to help CoreWeave accelerate the buildout of over 5 gigawatts of AI factories by 2030. -Nvidia invested $2B in CoreWeave Class A common stock at $87.20 per share. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on Nov. 17  CoreWeave remains an ultra ...

Update - Sept. 19, 2025 As predicted, CoreWeave has started recovering after the irrational sell off heading into the lock-up expiration. The stock is back to $125 now and Loop Capital just initiated the stock with a $165 price target based only on a 10x '27 EBITDA target of $12.8 billion. The firm forecasts '27 revenues of $17.9 billion.  The stock is probably an easy ride back to prior highs with booming AI data center demand.  Update - Aug. 27, 2025 CoreWeave has seen the momentum change with the Cantor buy rating and $116 price target. The lock-up expiration flush should be over.  Original article posted on Aug. 15 CoreWeave, Inc.'s stock collapse post-acquisition and early lock-up creates a compelling buying opportunity below $100, flipping the original thesis. The AI Cloud company reported strong Q2 results with 210% revenue growth, $1B+ quarterly sales, and a record of $30.1B backlog, showing massive demand and scalability. Despite heavy capex and $11B of debt, Cor...

  CoreWeave rebounded sharply post-IPO, alleviating initial fears about debt and customer concentration with strong Q1 results and surging AI demand. The AI hyperscaler has robust adjusted EBITDA supporting the company’s ability to handle large debt loads, but capital needs remain high. A looming lock-up expiration, limited public float, and significant stock options/warrants could trigger heavy selling pressure in late September. At nearly $190, I’m tepidly bullish but cautious given the stretched valuation, rising debt, and potential dilution from upcoming share unlocks. CoreWeave, Inc.  ( NASDAQ: CRWV ) had a disappointing IPO, but the stock action over the last month has made up for the bad start. The stock of the AI hyperscaler is now up 365% from the IPO price. My investment thesis is tepidly Bullish  with CoreWeave trading up at nearly $184, knowing the lock-up expiration will likely take the stock down. Read the full article on Seeking Alpha.  Disclosure: No...