CoreWeave

$CRWVEquityMiners & AI HPC

$95.61-2.88%24h

Key stats

Market Cap

$52.2B—

FDV

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24h Volume

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7d Change

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30d Change

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From ATH

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Pitch sentiment

Too few pitches in this window for sentiment signal.

Takes

2 analysts covering · top: @RHouseResearch, @GabGrowth

Rittenhouse Research@RHouseResearch·56d

CoreWeave's $6B Jane Street contract is the largest-ever AI cloud deal with a non-AI-lab customer — validates Rittenhouse's February thesis that CRWV's long-term success depends on diversifying beyond hyperscalers and AI labs toward enterprises. Analog: AWS's early cloud-native-startup focus before enterprise proliferation. Signal for $NBIS too, which has been emphasizing the same enterprise pivot.

$CRWV Miners & AI HPC Research

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Gab@GabGrowth·60d

Market is overlooking $GLXY's Helios datacenter business because it doesn't trust $CRWV will fulfill its 15-year, $1B/yr contract for the first 800MW. Gab argues Helios is priced at zero in the stock today — so if CRWV delivers, there's a meaningful mispricing inside a crypto-native equity. Asymmetric setup on the equity side of the AI-compute trade.

$CRWV $GLXY Miners & AI HPC Pitch

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