$CoreWeave (CRWV.US)$ Hmm strange. Coreweave is still red de...
$CoreWeave (CRWV.US)$ Hmm strange. Coreweave is still red despite Nebius very green. But the financials and future outlook of nebius is worse. they moved in alignment last 2 weeks except today
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70863959 : Debt? Plus they buying out another company
151323736 OP 70863959 : Well, coreweave already dropped more, there is absolutely no reason at all for nebius to be performing so much better today
151323736 OP 70863959 : Either way, I expect either nebius to crash again or coreweave to go very green tomorrow, technicals/correlation says so
Prophecy 151323736 OP : many short sellers target CRWV because it is too easy for them.. the insider selling fuels the downward pressure
151367963 151323736 OP : The debt-to-asset ratio of crwv has reached 88%, several times higher than the company you mentioned.
王小二 : First, NBIS’s debt situation is far better than CRWV’s. Second, NBIS assumes a four-year depreciation period for its GPUs, whereas CRWV uses six years. Finally, NBIS’s third-quarter capacity was fully sold out, clearly indicating strong demand.
151323736 OP 王小二 : yes 50% debt compared to 88%. However, revenue is tiny literally slightly over 10% of crwv. missed earnings, and a small fraction of contracts lined up. but market cap is half of crwv. In fact coreweave debt hasn't really changed for the past 2 quarters nebius debt gone up from 10% to 50%. I really don't see how nebius can be anywhere near 50% of coreweaves market cap
70863959 151323736 OP : You are missing the point here! Debt is going to BK this company if AI hype is ending! You better pray its not entering bear market!