AntiWokeBoomer

@StockSavvyShay In addition to being nearly 4m old news, this wasn’t a secondary purchase that puts upward pressure on prices. It was a primary issuance which dilutes shareholders at a lower valuation of $87.2, putting downward pressure on prices.

$NVDA nearly doubled its $CRWV stake last quarter.

@MitchMartan98 Plus this wasn’t a secondary purchase that puts upward pressure on prices. It was a primary issuance which dilutes shareholders at a lower valuation of $87.2, putting downward pressure on prices.

$NVDA nearly doubling its stake in $CRWV and you’re bearish / worried about its credit rating and debt situation?

@Sam_Badawi Plus this wasn’t a secondary purchase that puts upward pressure on prices. It was a primary issuance which dilutes shareholders at a lower valuation of $87.2, putting downward pressure on prices.

$NVDA nearly doubled its stake in $CRWV last quarter. Here’s how concerned Jensen Huang is about CoreWeave’s debt while over in China…

@seti_park @StarAndCompass_ @simplspark @Breadlee_FRM @GONOGO_Korea Ummm $NVDA announced this $CRWV investment at end of January. IE this news is nearly 4 months old.

@StarAndCompass_ @simplspark @Breadlee_FRM @GONOGO_Korea 엔비디아는 $COHR 과 $CRWV 를 샀군요. 특히 COHR는 신규 편입인데, 한번에 꽤 많은 양을 구매한 것 같네요. 👀

오늘은 2026년 1Q 13F 발표 마감일 입니다. 🕵️

@HedgeVision Ummm $NVDA announced its $CRWV investment end of January. IE some of this news is nearly 4 months old.

$NVDA Nvidia files its Q1 13F with new positions in $COHR $GENB, boosts $CRWV stake 7 Total Positions: 1. $INTC, 51.58% 2. $CRWV, 19.91% 3. $SNPS, 10.40% 4. $COHR, 10.10% 5. $NOK, 7.28% 6. $NBIS, 0.67% 7. $GENB, 0.06% -Top Buys: $COHR $CRWV $GENB -Top Sales: None -New Positions: $COHR $GENB Entire Portfolio 🔽

@MitchMartan98 Ummm $NVDA announced this end of January. IE this news is nearly 4 months old.

@Sam_Badawi Ummm $NVDA announced this end of January. IE this news is nearly 4 months old.

@hkuppy Humble brag? He only blasts performance during good months/years.

Tough to put up numbers in April, when not long semis…😩😩

@StockSavvyShay Isn’t that stake just the most recent equity investment $NVDA made?

@amitisinvesting Ummm or he sold to fund his charities?

Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position… The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares. Either he thinks Microsoft is over or he completely hates valuations in tech right now 😂

@partners_road Video? Transcript? Source? Some details would be great ….

CEO at the MoffattNathanson Conference today explaining why the math doesn’t work for neoclouds. Explained both the supply & demand sides In excruciating detail. On same panel was a guy from $CRWV who was scrambling to follow the math. I’m told it was quite funny.

@soumyasen @RealJimChanos OK you may be right. $PLTR insiders sold more stock than revs. But then the stock was flat for 2.5 years post IPO. Hence a red flag when insiders sell more stock than revenue.

@HappyDays528 @RealJimChanos Now check PLTR insider sale vs revenue in first 12 months post IPO. Insiders sold more than revenue. Infact just after a month PLTR went public , Karp and Thiel sold around $400m worth of shares. Anyways, good chatting. I am moving on

Neoclouds are reaching an interesting stage in the coming quarters, and I am not sure if several investors quite understand the implications. Coreweave $CRWV has crossed the quarter with the lowest operating margin and will see a dramatic inflection in margins by Q3 onwards as existing revenue becomes large enough to more than offset the negative marginal impact ( in the first few months of a Data center) from high growth deployments. And Nebius $NBIS, which has enjoyed a better margin profile due to a smaller GPU base is now embarking a higher capex road after utilizing the benefits of prepayments from hyperscalers will start showing margin impact like initial phase of coreweave. And $IREN will continue to be leveraged by wall street funds, conv arbs to create volatility that they can monetize against Retail. That is what I expect. Needless to say, I can be wrong. So not investment advice.

@soumyasen @RealJimChanos $PLTR TTM revenue as of 3/31/26 was $5.2B. Insider sales over last year was $1.1B. Not even close. $CRWV TTM revenue as of 3/31/26 was $6.2B. Insider sales since 8/15/25 (i.e. 3/4 of a year) is $8.3B. $0 purchases. Shameful and embarassing is what it is.

@HappyDays528 @RealJimChanos There are many cases and those companies have been very successful . PLTR is a classic one where insider selling was enormous post ipo

@soumyasen @RealJimChanos its a question of magnitude. Insider selling greater than revs is a huge red flat. I don't think I've ever seen that other than pre-rev companies. Makes you think is mgmt making too much money off their shareholders? And if that's their culture, it won't be a good LT investment.

Any company coming to public market will always have early investors and insiders reducing their stake to monetize their early stage risky investment and diversify . Insiders like ceo still have a significant stake and skin in game . Insiders reducing stake after ipo is not a red flag . You have to decide to invest based on long term fundamentals . Sometimes even insider buys have been horrible buy signals too

@soumyasen @RealJimChanos Good luck. Just don't be insider's exit liquidity. I wonder when the company's revenue run rate will be higher than insider sales? LOL. Don't worry, insiders now only own ~1/3 of its shares outstanding. They should be done selling in a few years.

That EBIT is going to grow so fast that that the interest expense will increasingly get offset across 2027 . Also the interest profile is going to improve as higher interest tranches get phased off and lower interest debt become majority . Remember you are looking at a high growth business , so this is quite a reasonable profile and Depreciation does not impact cash flow

@pelositracker Is this real? Please put source on when/if Trump purchased.

Breaking: Trump owned DELL the entire time On May 8th, Trump said "Go out and buy a Dell, they're great" $DELL jumped 12% that day What he didn't mention: • He had already bought up to $5,000,000 in $DELL on February 10th • Then bought more on March 2nd • Then again on March 11th • Then once more on March 23rd The disclosure became public 4 days after the endorsement

@soumyasen @RealJimChanos Also, even if they were to hit their contribution margins of low double digits in Q3/Q4, that's still EBIT (before INTEREST which is enormous and taxes which will take another ~20% of any profits they may have one day). I.E. upon stabilization, it's still not a high RoE business.

Once we start separating stabilized units financials from the negative margin impact of new deployments ( that become stabilized in 3 months) and factoring the high volume of new deployments due to high growth, the margin picture should be apparent to all those who to look at it objectively.

@soumyasen @RealJimChanos Why don't you just ask $CRWV what their existing unit economics are on only existing builds (don't include costs from newbuilds). That'll tell you what their actual unit economics are. Hint, if they didn't release this easy calculation, it's probably not good!

@investmattallen $CRWV has low/mid 600mm shares outstanding. So market cap at $113/share (pre market) is closer to $70B. Shouldn’t you also include debt for EV? Curious what EV per watt is.

AI data center comparison: $CRWV CoreWeave — $57B market cap. 3.5 GW contracted. Roughly $16 per watt. $NBIS Nebius — $44B market cap. 2+ GW contracted, targeting 3 GW. Roughly $15 per watt. $IREN IREN — $19B market cap. 5 GW secured power. Roughly $3.80 per watt. $MARA Mara — $4.87B market cap. 2.2 GW pipeline. Roughly $2.22 per watt. $HUT Hut 8 — $11B market cap. 597 MW contracted, 8.4 GW pipeline. $1.18 per watt contracted. $KEEL Soluna — $2.4B market cap. 2.2 GW pipeline. Roughly $1.09 per watt. $VIVO VivoPower — $50M market cap. 358 MW operational and 18-month pipeline. Roughly $0.14 per watt.

@Futurenvesting Haha congratulations on being insider’s exit liquidity. Insiders have sold more in stock than company makes in revs since lock up expired. Good luck competing with Elon and hyperscalers. $CRWV has no spare rental capacity so can’t easily take advantage of higher compute prices.

Started a $CRWV position today on the dip. If the demand stays high, an obvious winner will be the best performance cloud name that signed massive deals with Meta, Anthropic & OpenAI. Everyone seems to forget that $NVDA is backstopping their revenue up to $6.3b. (insurance)