$CRWV · 海外大V持仓追踪

$CRWV 现在是什么情况？

最近有人说了 $CRWV 什么？

下面是最近 8 条提及 $CRWV 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-08-31看多原文
  Yep, with $NVDA investing $3.5B into Mediatek. It does feel like Nvidia is playing kingmaker with the next generation of ASIC winners like $MRVL / Mediatek, with a second order effect of eroding $AVGO position. Playbook feels similar to what they did with Neoclouds like $NBIS and $CRWV (vs. hyperscaler cloud programs) Help create the next leaders, then make them both financially and strategically aligned with Nvidia. I do think it’s brilliant, but moves like this might push $AMD, $AVGO, and certain hyperscalers closer together. Regardless this move cements Nvidia’s strategic position in inference (where hyperscaler ASICs were a former long-term bear case).
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• 2026-08-16看空原文
  Just some TLDRs of stuff I found interesting: - $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030. - $CRWV signs contracts for 6Y old $NVDA A100 GPUs through 2029. For Neoclouds like Nebius/Iren, this is positive, since it's a counterargument for eg. Burry depreciation short thesis - conventional DRAM gross margins eg. Micron is estimated to reach an unprecedented 95% by 2027, surpassing HBM GMs per UBS read through for legacy/standard dram players like Nanya/Winbond should go brrrr if projections are correct. - Anthropic reportedly achieved 14x+ YoY growth and roughly 2.4x sequential revenue growth q2 to >$11.5B,. estimating growth to $190–200B in 2028r evenue numbers. Your frontier labs keep growing at stupidly fast paces, it would be worrisome if they didnt. - $NVDA reportedly in talks to invest $3B in SB Energy (Softbank subsidiary), creates a >$500B compute financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and others. $NVDA Feynman reportedly moves to TSMC A16 + SoIC + custom HBM + CPO in H2 2028 Just more nvidia news every day - $MSFT Maia 300 discussed $TSM capacity for >300k units in 2027, with expansion to 1m+. Unveils as soon as September. Likely $MRVL should be more happy from this news. For what's happening right now: - maybe GUC for Microsoft current ASIC ramp. - For the Amazon party, stuff like Alchip (I do own shares), likely is ramping now with $AMZN ASIC program H2 2026... So might be a good idea to look at hyperscaler ASIC ramp timelines + their beneficiaries. - $TSM VP of Advanced Packaging stated "the industry is likely to face not only memory shortages but also tight ABF substrate supply over the next few years"... Emphasis on few years for memory + ABF substrates for bottlenecks. Even upstream abf substrate equipment providers are happy, eg. Eternal Precision which uses vacuum lamination equipment stated orders surged, their plants have been running at full capacity, and 20%+ price hikes. - $AMAT expects advanced packaging revenue to grow >70% in 2026, versus prior >50%, and said customer discussions now extend all the way to 2030 (not too familiar with this company, but found their growth rate from 2025 Q4 $6.8B ->$7.01B -> 7.91B -> $9.12B -> $10.25B Q4 2026 projections pretty interesting) - Google said at OCP APAC said conventional 48V is running out of headroom. $NVDA detailed an 800VDC MGX-compatible rack H2 2026 (timeline, Delta / Lite-On beneficaries) - Aside from $SNDK, Nanya LTAs cover 50% of capacity. CXMT signed multi-year DRAM agreements last month, so entire memory industry seems to be following same playbook as ur big 3. - Probe cards remain a bottleneck, MPI(6223) said their probe card capacity remains fully utilized because demand exceeds supply. Already covered the CW laser bottleneck with $AAOI, $SIVE, and $LITE earlier this week, but that's another fun one. - some MLCC/component lead times have hit 36 weeks per Nichidenbo. Your Samsung Electro-Mechanics, Taiyo Yuden, Murata, players should be very happy to hear this. TLDR: AI supply chains go brrr.
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• 2026-08-12看空原文
  $NBIS outlook is pretty insane yet again. $582.3M revenue (+454% Y/Y, +46% Q/Q) off ~50% adjusted EBITDA margin (AI Cloud). $8.04B cash on hand. Reiterates financial guide (2026 revenue: $3.0–$3.4B 2026 EoY ARR: $7–$9B), I was hoping for a raise, but it's already massive growth. Not really about this quarter financials, but these signals: - "We could sell our entire 2027 capacity on these terms today." massive visibility on demand - "4 customer agreements averaging over $1B+ each in contract value" - Around 70% of Q2 deals included customer prepayments - Contracted power guidance was raised again, from more ~4+ GW to 5 GW. (this used to be a concern vs. $IREN debate, but Nebius power guidance keeps going through the roof). - Expects $9B+ of prepayments in 2026 and says it has $40B+ of commitments. - annual contract value per MW keeps going brrr (>$40M/mw for Q3 short term capacity deals) Same bear story will always be there (eg. large $5.66B of capex with current GAAP net loss), but demand is extreme with massive visibility, with increasing AI Cloud adjusted EBITDA margins ( 24% -> 45% -> 50% progression) We kinda got this read through from all your hyperscaler cloud earnings and $CRWV backlog yesterday, but glad it's showing up in Weebius's earnings.
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• 2026-08-12看空原文
  @R42t0r I've been pretty vocally bearish on $CRWV since last year compared to $NBIS and other neoclouds. Demand isn't really much of a problem with their $100B+ backlog, their revenue + 59% adjusted EBITDA margin looks good. But underlying financing methods is really bad... Coreweave's debt interest (eg. Q2 interest expense reached $640m), which eats into FCF way too much... That figure is like 42% of Coreweaves $1.51B adjusted EBITDA for reference.
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• 2026-07-20看空
  $IREN +19.69%，因上调ARR目标至40亿美元以上（受新增AI云合约驱动）。客户名单现已包括微软、英伟达、Perplexity 和 Figure。 $HUT +10.45%，受一份15年期98亿美元的AI数据中心租约提振。 $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS 和 $CRWV 这次涨得慢半拍。 不过看起来Neocloud/托管商板块正随着新催化剂（比如Kimi算力短缺的消息、新合约）在大幅反弹。
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• 2026-06-03看多
  看着我在新云板块信念最高的 $NBIS 越来越香，很有意思。 我去年写了新云板块会成为大主题的论点。 然后选中了王者。 → Nebius 是整个板块（从 $IREN 到 $CRWV）的第一名。 84美元 → 260美元。 论点被市场验证。
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• 2026-06-01看多
  @Anon1pvi 不喜欢 $CRWV，债务利息太高。 $IREN 的话，无限ATM增发在结构上封死了上涨空间。 $NBIS 是新云里的金发姑娘（刚刚好的那个）。
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• 2026-04-06看多
  我最近一直在更多思考上个月的这份报告…… 它对像 $NBIS（甚至 $CRWV）这样的 Neocloud 板块可能极其利好，程度超过市场预期。 因为超大规模云服务商建设延迟的外溢影响。 这也部分解释了为什么 $META 可能签下了一笔 270亿美元的交易。 那些已经为其建设 확보了产能/组件订单的公司，随着其他竞争对手停滞，很可能会成为主要赢家。
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