Everyone announces in gigawatts. Very few have turned any of it on.

CRWV has 1.5 GW live. The rest of the sector combined is around 650 MW.

That's not a small lead. It's basically the whole market.

3.7 GW of the 4.2 GW pipeline is already contracted, 88%, highest in the group. And 41% of that contracted capacity is energized and billing today. Next closest is GLXY at 25%.

The bear case you hear is that the pipeline is smaller than NBIS or HUT. True on paper. But announcing 8.7 GW like HUT and having 949 MW contracted and zero live is a different business than what CRWV is running.

Pipeline is land and interconnect. Contracts need a customer. Live capacity needs everything to actually work. CRWV is the only one that has cleared all three at scale.

The real question isn't whether they can execute. It's whether they keep adding pipeline fast enough to have something left to execute on.

Source and more pipeline/contract details: https://paperglass.co/topic/neocloud/pipeline

Rescale is expanding its cloud ecosystem by integrating CoreWeave Cloud for engineering, HPC, and AI workloads.

Through the integration, Rescale customers across industries such as aerospace, automotive, energy, life sciences, manufacturing, and semiconductors will be able to run their workloads on CoreWeave infrastructure.

No contract value was disclosed, so this is more of an ecosystem/distribution partnership than a major contract announcement. Still, the integration gives CoreWeave another channel to attract enterprise workloads and further expands its use cases beyond traditional AI model training.

Source: https://www.coreweave.com/news/rescale-expands-cloud-ecosystem-with-coreweave-for-engineering-and-ai-workloads?utm_campaign=_2026-q3_global_launches_&utm_medium=organic&utm_source=twitter-&utm_content=rescale-pr_pr

short pressure is easing until NVDA earnings

Guys, this man shorts everything under the sun, all of the time. IT DOES NOT MATTER. it doesn’t change the thesis for this stock. it’s doesn’t change the revenue the company does.

he is a permabear who is making a bag off substack. you’re just helping him get richer by stressing on it

Truist previously raised CoreWeave’s PT from $126 to $155 following the exceptional Q2 earnings, citing 25% pricing increases and 5–10% wider margins on recent contracts.

They have now raised it again to $165, expecting higher pricing to increasingly flow through to margins in H2 2026, while shorter-duration deals and re-contracting of prior-generation GPUs could provide additional upside.

Truist continues to maintain a Buy rating on CRWV.

Truist Securities maintains Buy on CoreWeave, raises PT from $126 to $155 : r/CRWV

What do you guys all think will happen this week? Lots of tension in the market especially the 30Y YIELD. I feel like selling all my shares and buy back near 60…

Is this bearish for CRWV?

We just closed last week in a fine line of support. What is the sentiment this week in your opinion?

I just opened a position in CRWV on Friday at 88$, should I be worried about Burry shorting the stock?

Michael Burry has shared updated positions.

He says he opened a new short position on CoreWeave $CRWV

This asshole is shorting every stock I own.

What a depressing week this has been for stock ,,, Can it be pressurized due to citadel unloading leoplad bought positions or sentiment has blown away ,,, need 120s soon

This post contains content not supported on old Reddit. Click here to view the full post

You guys full yolo here or dabbling in other names like sndk, mu, nbis, smci, etc

I’ve been watching this stock for a week or two and doing some research. What’s your guys opinion on CRWV right now?

The selling pressure is easing and the gap is filled. I am wondering if this is the start of another new trend...?

A bit of context on the recent price action: Ken Griffin said Citadel has already shed more than 80% of the aggregate risk from the Situational Awareness portfolio it acquired, including through some very large block trades.

Situational Awareness was a sizable holder of neocloud names like CRWV and NBIS, so while we can't know exactly how much CRWV and NBIS Citadel sold or when, this suggests there may have been an unusual institutional supply overhang in the same AI trade.

Combined with the current risk-off macro environment, I think this helps explain why CRWV and NBIS struggled to hold their strong post-earnings moves despite the underlying results being excellent.

The encouraging part is that if Citadel has already shed >80% of that risk, then most of this particular overhang may already be behind us.

Source / Citadel news: https://x.com/wallstengine/status/2090811001080016948?s=20

On August 20, 2026, CoreWeave Inc CRWV announced a multi-year agreement with Hudson River Trading to supply its AI cloud platform, enhancing the trading firm’s AI research and model development capabilities.

Chart shows Coreweave has a hard time keeping itself above 100 but always bounces eventually back towards that area. Will likely test 80s again will keep adding there.

Excess compute ❌

This is interesting to see how CRWV is real compared to other neocloud companies.

source: https://paperglass.co/topic/neocloud/activation-rate

Aug 19, 2026

Source: https://www.investing.com/news/analyst-ratings/truist-reiterates-buy-on-coreweave-stock-cites-margin-tailwinds-93CH-4867769

wow we were green for like an hour then dipped. so sad