Source Post

Should you buy CoreWeave ($CRWV) after its 20% earnings pop? What went right: Revenue doubled to $2.5B and...

Aug 12, 2026

The creator analyzes CoreWeave's recent 20% earnings pop, highlighting strong revenue and backlog growth but warning about significant debt and interest expenses that are eroding the bottom line. The creator advises caution, preferring to wait for specific entry levels rather than buying at the current premium.

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NBISNeutralLow ConvictionResearch Only

The creator mentions Nebius as the subject of an upcoming analysis video.

CRWVNeutralMedium ConvictionSignal-backedPrimary

The creator is cautious on CoreWeave, preferring to wait for better entry levels due to concerns over high debt and interest expenses despite strong revenue growth.

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