Down down down we go.
https://old.reddit.com/r/stocks/comments/1l...
CoreWeave discloses 5.5% stake in Applied Digital (APLD). This coming right after the news that Applied Digital is on a 15 year AI data center lease with CoreWeave.
Self dealing and corruption all the way to the core, with CoreWeave.
CoreWeave
CRWV
trading on NASDAQ
since 2025
$153.50
(Δ 4.02%
)
+$5.91
since open
CoreWeave specializes in providing advanced cybersecurity solutions tailored for cloud-native applications, leveraging cutting-edge technologies like machine learning and automated response systems to detect and mitigate potential threats effectively.
type | open | high | low |
market cap |
volume |
---|---|---|---|---|---|
stock | $148.60 | $158.50 | $143.48 | $77.80B | 19.76M |
eps | p/e | p/s |
operating margin |
profit margin |
yield |
-$1.40 | n/a | 38.98 | -2.80% | -32.05% | 0% |
This makes no sense.
https://ir.applieddigital.com/news-events/p...
The whole point of CoreWeave is that they build out data center infrastructure and rent it out to other companies so that they can run their A.I. workloads. If they are now contracting this out to another company ... then what is the point of CoreWeave? They're just an intermediate layer now providing no value, are they not? NVDA is heavily invested in this company, I wonder what they think...
This company has a $44 billion dollar market cap, on $700 million (with an m) of revenue, producing a LOSS of $450 million. At the top of the delusional A.I. hype cycle. This company literally just provides data centers for A.I. workloads. If they aren't massively profitable right now, they never will be.
There is no place for this valuation to go but down. Wayyyy down.