Gainers
Losers
Every one of the five worst names at Friday's close was an AI data center or cloud stock, led by CoreWeave's 12.3% drop. The entire winners' list came from energy and defense.
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Gainers
Losers
CoreWeave's 6.8% drop anchors a decline list made up entirely of compute and data-center names. Downside is moving roughly three times faster than upside this morning.
Ortex pegs one day of CoreWeave bearish bets at $806 million in paper gains, a sign of how heavily shorts are positioned against AI-infrastructure debt risk.
$CRWV - COREWEAVE SHORT SELLERS MADE AROUND $806 MLN IN PAPER PROFIT ON WEDNESDAY, WHEN STOCK FELL 15.5% - ORTEX
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Reddit Pulser/wallstreetbets
There are a lot of companies like this right now, hell look at reddit management sales this year alone
Insider selling of $3.3 billion is the number retail holders of AI cloud names should be pricing in, and the thread's 113 comments show the trust gap widening. Founders cashing out while the buildout is still being financed is the signal worth checking before you add.
After-hours
$69.22
+12.06%open $61.77
A 12.1% run to $69.22 adds roughly $3.4 billion to a $31.8 billion AI cloud name in a single session. Moves this size are rare even for a stock as volatile as this one, so keep an eye on whether it holds into tomorrow's open.
Nvidia's stake in CoreWeave is now a question analysts expect Jensen Huang to answer on the record, and the answer sets the tone for how much of the data center buildout is circular financing.
Should Jensen Huang should address Nvidia’s exposure to $CRWV? Tal Liani weighs in, saying Huang will eventually offer “comforting comments” defending demand, just like everyone else with a stake in the data center buildout. “It’s just a question of time," Liani says. https://t.co/CX6fTyMZjP
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When we have built our business, we really built our business around the idea that you go, you make an investment, you have a long term offtake with a counterparty, and you go out and you borrow money to support that deal in and of itself.
14 days earlierTraded CRWV4
Intrator defended the debt-funded buildout 14 days after a mixed Form 4 at the $32 billion AI cloud builder, so the words came after the trade. Mixed action means he was both buying and selling while making the case for the model, which is the detail to weigh before taking his financing pitch at face value.
When we have built our business, we really built our business around the idea that you go, you make an investment, you have a long term offtake with a counterparty, and you go out and you borrow money to support that deal in and of itself.
29 days earlierTraded CRWV4
A Form 4 filed 29 days before this public defense of the borrow-against-offtake model shows mixed insider activity by the CEO himself, with the $32 billion company's debt load already the center of the bear case. Words and paperwork are pointing different directions.
Bondholders selling CoreWeave debt across maturities is the signal that matters here, and the equity is sliding again after Wednesday's 15% drop.
"Yikes." That's all Elon Musk had to say in response to a Chamath Palihapitiya post about $CRWV. That's never good, @BrianSozzi explains. The stock is getting hit again today after a 15% rout Wednesday, as investors dump the company’s corporate bonds across maturities on https://t.co/KcBikxre9M
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Gainers
Losers
Every one of today's five worst performers in a 383-name universe lost double digits, led by CoreWeave's 15.42% drop. The best gain on the other side was capped at 4.62%, so the downside is moving far faster than the upside.
CRWV Coverage
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