CRWV

It doesn't make much difference since CRWV is their biggest customers anyway

Crwv revenue looks good but they still had negative operating cash flows last quarter lol

META and MSFT have one thing in common. They both need companies like NBIS and CRWV. Data center stocks to the moon 🚀

CRWV and NBIS dropping despite MSFT saying demand exceeded capacity, and they added capacity.   I will be buying the dip if it's below $120.

Made about a bagger each on GOOGL 255c 10/31 and MSFT $517.50C 10/31 calls and planning to sell half today before close to take profits. Looking for the next relatively safe play - curious what people's thoughts are on playing ER for NBIS, IREN, or CRWV?

SMCI CRWV

Hmmm. CRWV might be the play. NVDA mooning, CRWV gets priority on them chips, and if mag7 earnings show AI starting to pay off data centers *should* fucking moon

You’re asking WSB if someone works for Crwv? And if some random did actually work for CRWV you’d ask them to give a referral to you, a complete stranger? fk it bro someone give him the referal

#CRWV GANG CUH

#CRWV GANG CUH

#CRWV GANG CUH

Did you not see the haircut APLD and CRWV took this afternoon? Shit was diabolical

APLD CRWV NVDA

CRWV NVDA

#CRWV GANG CUH

CRWV to deliver AI Cloud services to the government. Ponzi scheme continues but I’m making money so who cares? Anyways the world will be all sex robots in a few years

#Ban Bet Won --- /u/Loose-Weird-7234 made a bet that CRWV would go to 140.0 within **4 weeks** when it was 124.28 and it did, congrats fucker. Their record is now 1 wins and 0 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)

CRWV cooking

what did nbis, crwv, and iren just do im confused

Man, I’ve been trying to time a good entry for some stocks to invest in (UBER, TEM, CRWV?) but they’ve just been chopping around and are up so much this year. With this weeks tailwinds, I’m not sure if I’m going to get left in the dust and chasing or I should keep “waiting for the right dip”. Difficult knowing it’s hard to time and if I’m investing for long term I shouldn’t sweat entries, but damn I’m struggling with this one

CRWV 125/135 9/18/2026 call debit spreads have been free money for me. Buy at $2.50, sell at $6.50 Alternatively, just hold for a year. Pretty obvious Core Scientific deal will go through

#CRWV GANG CUH

#CRWV GANG G

CRWV SOUN

#CRWV GANG Members checking in

I have both in stock and a fat CRWV option. Friday was beautiful. They have to keep it going.

Nebius and crwv please save my port!

I am CRWV hurt

#CRWV GANG CUH

#CRWV GANG Members checking in

Happy Friday! ⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ >Anyone holding neoclouds ($NBIS, $IREN, $CRWV) as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry. $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = **Low Margin** Business They have absurd valuations to justify their low margin business. NBIS P/E is 94 and IREN P/E is 161 !!! *^(There is a reason that hyperscalers are leasing from these neoclouds because they don't have to take on all that debt and risk)* Meanwhile, $AMD, $AVGO, $NVDA are selling to these AI infrastructure companies (neoclouds) at high profit margins without taking on those debts

I'm pro Jay's and Ohtani at the same time.  This isn't good.  However, this is unlike the fact I own NBIS and CRWV at the same time.  In stocks you don't have to pick one.  Just need to weight correctly.

What are you smoking? Debt has to be repaid with interest. Even if they make money, their margin will be much smaller than those of chip companies like $AMD, $AVGO, $NVDA. Are you really comparing $NBIS, $IREN, $CRWV data centers (loaded with debt) to gold???

⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ Anyone holding $NBIS, $IREN, $CRWV as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = LOW Margins Meanwhile, $AMD, $AVGO, $NVDA will be selling to these AI infrastructure companies at high profit margins without taking on those debts

$CRWV bears show your porn losses please!🤌

Once in a while, averaging down on calls before expiration actually works... $CRWV 💚

made a nice gain and close my position on crwv, achr. will be back to crwv if it consolidates around the $130 range.

#CRWV GANG CUH

The whole connectivity theme from AVGO’s earnings is up over 50-100% and is still a train with no breaks —> CIEN, CRDO, ORCL, NBIS, CRWV, VRT, CLS, WDC, STX, LRCX, MU even ANET. Last year it was NVDA and clients that ripped, its AVGO and clients that are ripping. Basically anything and everything that is involved with AVGO’s interconnects, from software (ORCL) to switches (CLS) to memory (SNDK, MU) to fiber cables (CIEN, CRDO) to material to produce chips (LRCX) to cooling all this activity (VRT) to rented compute to actually to the work (NBIS, CRWV) .. it’s a wild world out there.

Give me your essential spec stocks. Uuuu nibs asts crwv ondas ionq rklb what else do I need?

$CAN $CRWV $OPEN ? I think so.

NBIS is better than CRWV from a fundementals perspective, change my mind.

$CRWV... OMG! what's happening 😭

Dear, $CRWV, what do we say to a red day? $CRWV - Not today 💚

$CRWV.. wow! Thanks much!

#CRWV GANG Members checking in

What a comeback by $CRWV. 🤌

I own 3 of these, Iren, CIFR, glxy. I’d say buy Glxy and CIFR. Glxy smashed earnings, like huge blow out, Helios online next year with Crwv as a tenant already, guaranteed they get another hyper scaler, market rerates it easily, 1 billion a year in revenue from Crwv alone annually, another hyperscaler plus growing crypto revenue, this company is going to be making bank. CIFR backed by Google, good business model, Jane street just took a stake. This would be my 2nd best for you. Stock is very volatile. Iren, I like the company, nothing really special though but it’s a solid holding that I have too, I just like the other 2 more. For the rest of them I don’t own but BITF and MARA are great as well, hive and hut idk much about but they’re smaller companies from what I can tell

CRWV is run by finance bros. NBIS is run by dot com bubble og.

$CRWV... Literal garbage stock