CRWV - CoreWeave Inc.

Momentum play to the downside. Stock closed down 6%; if it breaks under its short-term double bottom at $88.40, continue watching it lower.

Used as a comparable AI cloud name to show that depreciation schedules can be extended; CoreWeave's A100 contracts reportedly extended to 2029, supporting the idea that Nebius can achieve long-term profitability. No direct buy call is made.

Largest American neocloud, $2.5B revenue growing 112%, expected to triple revenue over next year, adjusted EBITDA margins expanding to 62%, cheap at 5.89x price-to-sales despite huge debt needed for growth.

Named in the chapter 'CRWV, NBIS, NVDA & NU' (neocloud/AI compute coverage), but details fall in the truncated portion.

CoreWeave is highly levered to AI compute demand; revenue/ARR should remain exceptional while supply-demand imbalance lasts, though profit durability is unproven.

Guest Steven Fiorello says he would like CoreWeave to go back to ~$85 to buy more; prefers round share counts. Implies he is willing to accumulate at lower prices.

Raoul notes CoreWeave and similar data-center debt vehicles could blow up; they are risky.

Listed as a top holding in NCLD and described as a really good company, but the host recommends gaining exposure via the ETF rather than owning it individually.

Hosts believe capex elongation will pressure CoreWeave's pricing power despite A100 deals extending to 2029; see potential problems for the neocloud model.

Host agrees with chat on buying CoreWeave; it's high-beta and volatile, but fundamentally profitable over time. Down ~11% at $94.