CoreWeave Inc. (NASDAQ:CRWV)
Old Forum Content for CRWV
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- Motorman: $CRWV gap fill
- kenb: @Mike2025Trader $IREN there is a lot of pin action going on with the $NBIS news. Not familiar with what they do, but is $IREN involved with AI datacenters? $CRWV and $APLD are up as well starting at the same time as the $NBIS news release. I have a position in $APLD.
- joelsg1: $IREN Sold Sept. $17 calls for 2.5 bagger into E tonight. Taking a lesson from reaction to $CRWV E. BTW, $CRWV got a shoutout on $NVDA E call last night for large spend.
- camaro69: $CRWV getting a little positive move with $NVDA earnings on deck, imo
- camaro69: $CRWV wrong on this one
- woodman: $CRWV - lots of air underneath.
- traderbren: @woodman $CRWV - add $CRCL and $FIG to the list.
- shoredriver: @traderbren $CRWV $CRCL $FIG ...$FLY....$BLSH....
- joelsg1: $CORZ Jefferies raises to $22, potential exchange ratio increase in $CRWV acquisition, and perhaps $CRWV bottomed. Long.
- joelsg1: $CORZ Added as $CRWV lockup expiry now seems frontrun.
- DavidK: $CRWV- don’t know much about company but did read an article weeks ago stating that the debt is a huge issue with this company .
- kenb: $CRWV lockup expired yesterday after market closed and seems to be bouncing at the $100 psychological level. I'm thinking selling might be done and initiating a position as a low-risk entry. Have not pulled the trigger yet and might wait to Mon when we are past monthly options expiry. $CORZ is already up 5% as well.
- djgustoso: @kenb $CRWV $CORZ I like the idea, I'll wait to see how it acts on Monday, I feel like there's no rush to get into stocks that have fallen this much... As @Dan says we don't have to be the first ones out of the foxhole
- joelsg1: @djgustoso $CRWV $CORZ Same, but in $CORZ.
- joelsg1: $CRWV Closed bang on $100.
- traderbren: @joelsg1 $CRWV - like we said. ;)
- traderbren: $CRWV - has been a phenomenal short these last two days...especially with the lock up coming off today. Still short.
- joelsg1: @traderbren $CRWV There are lots of ways for affected insiders to protect shares besides selling them using quasi-illegal (but who's going to enforce standards?)derivative and private market collar strategies, and with this nearly back to what I think is important $100 level, we're going to find out tomorrow what the 'new normal' is with lockup shares. I'm out of everything but looking to reenter $CORZ next week.
- traderbren: @joelsg1 $CRWV $CORZ - Agreed. I will be out of my short by end of day. I was looking for the 100 marker, but it may be finding some interim support here.
- Vcondry: @traderbren $CRWV great play ... I should have bought PUTS (true shorting scares me lol) Glad your making some bank on it!
- traderbren: @Vcondry $CRWV - yep, Puts are the best way to play it...at least your risk is defined.
- woodman: @joelsg1 $CRWV $CORZ - Thanks for your thoughts. I'm watching $CORZ to possibly buy back as well. I sold my $CRWV in early July, and sold most of my CORZ on 8/12 and the remainder on 8/13. So, I'm currently on the sidelines for both.
- joelsg1: @traderbren $CRWV I generally only buy calls and call spreads, stay away from puts except to sell them against a long pos. where I want to buy more lower. It shouldn't matter, but I'm not comfortable with other puts and put spreads.
- traderbren: @joelsg1 $CRWV - good call...stick with your comfort zone.
- wijimmy: @traderbren $CRWV …FYI …. I’m pretty sure the ipo lock up expires. Today or tomorrow.. but can’t find confirmation so there might be more selling pressure
- joelsg1: $CORZ Up while its suitor $CRWV is down. Susquehanna filed that it owns 6.2% of $CORZ, per rules means it passed 5% within 10 days of filing. So either they in for the arbitrage or perhaps to vote to sweeten the $CRWV exchange ratio. Back in Sept. $13 calls.
- shoredriver: $CAVA. $CRWV..possible 59's...
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StockMarketMentor: ...
A few stocks to watch this morning are Cava ($CAVA) and CoreWeave ($CRWV).
Cava reported worse-than-expected Q2 sales results and disappointing same-store sales. They cut their full year guidance. The stock is down 22%. Might this be a good 59 ... - DAN: @shoredriver $CAVA $CRWV YEp! Both look good.
- camaro69: @shoredriver $CAVA $CRWV Nice,
- DAN: Great move in $CAVA! $CRWV? Not so much.
- Bert953: @DAN $CRWV AARGG! I was typing out my thoughts when I lost the whole cursed note. Bummer! This happens occasionally, wonder if it can be fixed? Suffice to say that this stock is showing both strength and weakness, but I think, more weakness.
- Henry: @Cramer used the term "Roving Money" meaning money moving from stock to stock, sector to sector looking for maximum return. They have left #MSTR and $CRWV The Nuke stocks and the Quantum stocks are also victims of Roving Money
- Vcondry: @Henry $CRWV #MSTR that is one of the better terms he's had. You can definitely see $MSTR can't get a bid even with bitcoin at All time highs.
- Motorman: $CRWV ER tonight, moving into 50 day overhead.
- Vcondry: @Motorman $CRWV its a coin flip but my guess is it rockets like $CRCL
- joelsg1: $CORZ Trimmed Friday's $13 calls for 25% gain into $CRWV E tonight, they're joined at the hip.
- shoredriver: $CRWV...strong into !st earnings after .. JPM lifted PT /outperform earlier today ...we shall see..
- joelsg1: @shoredriver $CRWV Implied move about $21.
- woodman: @joelsg1 $CRWV - Are you holding $CORZ shares through earnings? You probably have cushion with your options trades.
- joelsg1: @woodman $CRWV $CORZ Just itm calls, did add a few $CRWV spreads now with a cushion. But quick leash tomorrow if this one goes due to that lockup ending Thurs. close.
- Vcondry: @joelsg1 $CRWV $CORZ oh thanks for the reminder almost forgot about the lockup.
- woodman: @joelsg1 $CRWV $CORZ - ditto what @Vcondry said re lock-up reminder.
- Carpe_Diem: @shoredriver $CRWV - Down in AH. Gap Loss of .60/share.
- woodman: @joelsg1 $CRWV $CORZ - I sold 60% of my $CORZ position right before the close. I have no CRWV position.
- Vcondry: $LITE continuing todays uptrend AH earnings ... $CRWV .. coughing up gains ... early still
- joelsg1: $CRWV E tomorrow, implied move about $23, still playing the $CORZ arbitrage, where disgruntled shareholders filed proxy trying to juice exchange ratio for merger. $NBIS moved up sharply after its E last Thursday, expecting $CRWV to follow.
- ReneeH: @joelsg1 $CRWV $CORZ $NBIS holding $CRWV here, +19% profit, selling calls into earnings fwiw. Ok either way +/-
- limes141: @Dan $CRWV chasing? 121 would have been ideal
- ReneeH: $CRWV any daring danger zone cowboys?
- shoredriver: @ReneeH $CRWV .....holding into earnings.....might add on a pb.....
- Vcondry: @ReneeH $CRWV I just closed out a sept 100 strike for a couple hundred .... considered holding it through earnings but not enough cushion and I don't wanna hold the option over the weekend too many "safer" options ... I do think it'll do well though I'll just have to miss out on that profits it might make on the earnings turn.
- joelsg1: @ReneeH $CRWV In $CORZ for the arbitrage.
- woodman: @joelsg1 $CRWV $CORZ - I followed you into CORZ within that base. I have accumulated a healthy position at this point.
- joelsg1: @woodman $CRWV $CORZ If deal closed today, $CORZ at $14.67 and sweetener potential.
- Vcondry: @joelsg1 $CRWV $CORZ $CRWV looking great here congrats to anyone still in it
- woodman: @shoredriver $FIG #meme_stock - Unless you're a day trader, I'd wait for there to be enough bars to feel good about calling something support. Just saying mid-60s is arbitrary this early. How do you know at this point that mid 60s will be anywhere ne ...
- woodman: @woodman $FIG $CRWV #meme_stock - ... and just to be clear, my use of $CRWV as an example is just that. One example. While it turned the corner for good around a month after it hit the market, it could be much longer for any given stock. It's unpredictable, which is why I would want to patiently let it play out until the chart makes sense and is useful to aid a decision.
- shoredriver: @woodman $FIG $CRWV #meme_stock ....My guess is as good as your as to where support will ultimately be....I am n to in any hurry........
- vcondry: $CRWV getting perky going into next weeks earnings...nice character change on the chart.
- woodman: @vcondry $CRWV - $CORZ is the $CRWV arbitrage play that @joelsg1 has talked about. It is consolidating at the 50 day, and the BBs are tight relative to past BB widths for this one. I've been accumulating in this area.
- vcondry: @woodman $CRWV $CORZ If my reading comprehension is correct currently its priced around fair value of about $14 based on $CRWV stock price but if $CRWV rockets than the actual payout to $CORZ holders could be way higher like $20 as much as $40 per share?
- woodman: @vcondry $CRWV $CORZ - I'd let @jolesg1 speak directly to this, but my understanding is that CORZ shareholders are holding out for a better deal because they believe the deal undervalues CORZ and could result in them receiving a reduced return, particularly because the value of CRWV has fallen by over 30% since the announcement. This would result in CORZ shareholders owning less than 10% of the combined company. Some are reportedly are considering voting against the merger unless the terms are revised. CORZ is a big part of CRWV's business. So, stay tuned!
- kenb: @Wolf $APLD liking it, they made some very positive announcements, especially with the added $CRWV data center lease.
- Mpower27: @mgoodw $FIG so no $CRWV mark down on this one eh?
- woodman: @mgoodw $FIG - $CRWV and $SAIL, for example, moved higher initially for a few days, then moved under their opening prices, before recalibrating and moving up with a good run.
- joelsg1: $CRWV Everyone's waiting for the turn, but not quite yet. Did more work on the lockup which I think expires 8/14. It may be that the lockup was front-run by insiders using some kind of collar strategy (which might be illegal but not enforced) and using proxies like $NBIS and thus what should be a sell becomes a do nothing or buy. Long the arbitrage $CORZ because I think these guys really want the deal and might sweeten if $CORZ shareholders revolt.
- woodman: @joelsg1 $CRWV $NBIS $CORZ - This lockup expiration date of 9/24 provided by the Nasdaq site is wrong? https://www.nasdaq.com/market-activity/ipos/overview?dealId=1079716-113203
- joelsg1: @woodman $CRWV $NBIS $CORZ I think so. Normal lock up expires 6 months from IPO but lockups are set by the underwriters and there are indications it's tied to first E which is 8/12 plus 2 trading days.
- woodman: @joelsg1 $CRWV $NBIS $CORZ - Okay, now I see this: https://sherwood.news/markets/why-coreweave-announcing-the-date-of-its-q2-earnings-actually-matters/ Search Labs | AI Overview CoreWeave's lockup expiration date is expected to be around September 24, 2025, or potentially earlier if it coincides with the second trading day after the company publicly announces its Q2 2025 earnings, which was on August 12, 2025. This date marks when the lockup period for insiders expires, and they will be able to sell their shares on the open market, which could increase the free float and potentially impact the stock's trading volume and volatility.
- joelsg1: @woodman $CRWV $NBIS $CORZ Right, from the IPO prospectus.
- joelsg1: @woodman $CRWV $NBIS $CORZ Most people don't know this so there may be an edge here, but not sure how to play it.
- woodman: @joelsg1 $CRWV $NBIS $CORZ - What's the timeline for the CORZ deal?
- joelsg1: @woodman $CRWV $NBIS $CORZ Supposed to be by year end. There is grumbling among $CORZ shareholders about the deal ratio given the recent drop in $CRWV stock, but though CRWV might sweeten don't think they want delay.
- woodman: @joelsg1 $CRWV $NBIS $CORZ - Thanks.
- woodman: @joelsg1 $CRWV $NBIS $CORZ - I'll take a shot at CORZ starter here at the 50d.
- joelsg1: @woodman $CRWV $NBIS $CORZ I do think that's the play.
- woodman: @Henry $CORZ - ... and $CRWV still getting hammered. I have no position in either one.
- joelsg1: @Henry $CORZ Could sweeten the ratio for $CORZ shareholders, but note my post yesterday about $CRWV lockup expiring 2 days after E.
- joelsg1: $CRWV IPO was on 3/28 and usually there's a 180-day lockup which expires 9/24....But as with many things on Wall St. there are exceptions allowing earlier insider selling if certain stock performance criteria are met, allowing selling 2 business days following E set for 8/12, so that means selling could start 8/15.
- joelsg1: $CRWV Holding the 50d. Barclay's raises to $140. At that price, $CORZ deal price $17.29, 25% upside. And could go higher. I'm not normally an arbitrageur but should deal close as expected in Q4, I'll take the 25%. Long $CORZ from below.
- joelsg1: $CRWV Crushed today's momo by announcing $1.5B private debt offering, pricing terms tomorrow.
- joelsg1: $IREN High flag on continuing volume while $CRWV falters. Long.
- joelsg1: $CORZ Added, I'm an arbitrageur with this one on $CRWV acquisition.
- mopick: $CRWV, on the move after a brutal sell off. Small position.
- Bert953: $CRWV just above the 50dMA, with stochastics approaching the oversold range. RSI and Moneyflow still pointing down. Time to watch for signs of strength (in the tariff news driven summertime market). Setting staggered alerts.
- joelsg1: $CORZ Getting a bounce off that $13 level independent of $CRWV. Assuming the acquisition goes through, current $CORZ at $13.58 presumes closing $CRWV price of about $110, it's $35 above that today. Normally, don't want to play arbitrageur, but this disparity is too great to pass up. $CRWV has tried to buy $CORZ before but was rebuffed so pretty sure they see this deal through. If $CRWV price drops closer to that, then they could renegotiate or back out--I haven't discovered any breakup fee in the deal--but we will have plenty opportunity to adjust trade before then. I'm in with $13 calls starting in Aug.
- Henry: $CRWV $CORZ I got this wrong the other day. There is way more hate of $CRWV than I would have imagined. The experts believe that the price of CORZ is telling us that CRWV will be 113-120 when the deal completes. Usually it works the other way around. Sorry if anyone was mislead. I sold my CORV in pm and will exit CRWV
- limes141: @Scottrades Good morning everyone. Is $CRWV forming a bull flag? Testing my technical knowledge.
- joelsg1: $CORZ This is Day 3 of the $CRWV-$CORZ deal announced 7/7. Lesser concern about the effect of Sept. $CRWV lockup expiry based on performance of others similarly situated, plus private and option market available alternatives to insider sales. Still long a few $CRWV itm spreads but more interested in $CORZ closer to that $13 pre-deal level to take advantage of deal arbitrage.
- woodman: @joelsg1 $CORZ $CRWV - CORZ's pullback, so far, is to that old resistance area caused by the gap down in January and the cup that formed subsequently from February to June. Perhaps old resistance will serve as new support.
- joelsg1: @woodman $CORZ $CRWV Opened some Aug. $13 calls.
- Henry: $CRWV $CORZ were higher a couple hours earlier in pm. CRWV CEO was on Cramer. He gets a 'F' for Interviews/Public Speaking. I am long both, bot CORZ on the drop.
- woodman: $CRWV - lots of pressure on this one, including some negative analysts. @joelsg1 has provided good commentary as well. I still have it, but I'm watching it very closely. For now, it's holding the 21dEMA, sandwiched between/around that and the 8dEMA. If the 21 doesn't hold, I'll be out.
- woodman: $CRWV - sold 35% at 154. Stop likely to be hit on rest.
- woodman: $CRWV - stop hit.
- Henry: $CORZ $CRWV both down in pm on the merger news
- Henry: $CORZ $CRWV This is an arbitrage deal now. If they can drive the price of both down by shorting CRWV they can load up on CORZ on the cheap and then cover their shorts. Also once a deal is announced, be it cash or stock,, the acquiring company always trades for less because of the time factor and the risk of the deal collapsing or being blocked by the government.a Cramer jokingly said Lena Kahn would have opposed and deal with two companies named Core
- Mpower27: @Henry $CORZ $CRWV since $CORZ is the one being bought in an all stock deal of 9b deal and it fell so hard, seems like money doesn’t expect this to happen. Current market cap is about 4.3b. Per Reuters : the offer represents a $20.40 per share. At this moment: 14.35.
- woodman: $CRWV - consolidating on the 21dEMA. The BBs, though wide by our traditional measures, are narrower than they've ever been in this young stock's life. I like that it's consolidating on low volume. I continue to hold this stock.
| Stock Price | $78.59 |
| Change | -10.06% |
| Volume | 35,101,900 |
CoreWeave powers the creation and delivery of the intelligence that drives innovation. We are the AI Hyperscaler driving the AI revolution. Our CoreWeave Cloud Platform consists of our proprietary software and cloud services that deliver the software and software intelligence needed to manage complex AI infrastructure at scale.
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