Goldman’s CRWV report is a joke: it expects compute prices to stay above current levels for 5 years
CoreWeave's valuation depends entirely on compute prices remaining elevated for five years, an unrealistic assumption lacking margin of safety. The company faces significant downside risk from technological disruption or demand shocks that could render its backlog obsolete.
At post $62.13·Now $54.24-12.7% since postedas of Oct 23, 4:45 PM ET
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Sold 5,899 @ $91.88 avg · $542,000 · 2026-08-20
Form 4: Venturo Brian M sold CRWV
Venturo Brian M (Chief Strategy Officer at CoreWeave, Inc.) reported an open-market sale of 5,899 shares of CRWV at an average $91.88, roughly $542,000, in a Form 4 filed 2026-08-21.
At post $87.85·Now $54.24-38.3% since postedas of Oct 23, 4:45 PM ET
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Sold 3,980 @ $91.88 avg · $365,682 · 2026-08-20
Form 4: McVeety Kristen J sold CRWV
McVeety Kristen J (GC and Secretary at CoreWeave, Inc.) reported an open-market sale of 3,980 shares of CRWV at an average $91.88, roughly $365,682, in a Form 4 filed 2026-08-21.
At post $87.85·Now $54.24-38.3% since postedas of Oct 23, 4:45 PM ET
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Sold 3,610 @ $91.88 avg · $331,687 · 2026-08-20
Form 4: McBee Brannin sold CRWV
McBee Brannin (Chief Development Officer at CoreWeave, Inc.) reported an open-market sale of 3,610 shares of CRWV at an average $91.88, roughly $331,687, in a Form 4 filed 2026-08-21.
At post $87.85·Now $54.24-38.3% since postedas of Oct 23, 4:45 PM ET
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Sold 6,339 @ $91.88 avg · $582,427 · 2026-08-20
Form 4: Jain Sachin sold CRWV
Jain Sachin (Chief Operating Officer at CoreWeave, Inc.) reported an open-market sale of 6,339 shares of CRWV at an average $91.88, roughly $582,427, in a Form 4 filed 2026-08-21.
At post $87.85·Now $54.24-38.3% since postedas of Oct 23, 4:45 PM ET
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Sold 13,129 @ $91.88 avg · $1,206,293 · 2026-08-20
Form 4: Intrator Michael N sold CRWV
Intrator Michael N (CEO and President at CoreWeave, Inc.) reported an open-market sale of 13,129 shares of CRWV at an average $91.88, roughly $1,206,293, in a Form 4 filed 2026-08-21.
At post $87.85·Now $54.24-38.3% since postedas of Oct 23, 4:45 PM ET
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Sold 8,628 @ $91.88 avg · $792,741 · 2026-08-20
Form 4: Goldberg Chen sold CRWV
Goldberg Chen (EVP, Product & Engineering at CoreWeave, Inc.) reported an open-market sale of 8,628 shares of CRWV at an average $91.88, roughly $792,741, in a Form 4 filed 2026-08-21.
At post $87.85·Now $54.24-38.3% since postedas of Oct 23, 4:45 PM ET
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Sold 10,062 @ $91.88 avg · $924,497 · 2026-08-20
Form 4: Agrawal Nitin sold CRWV
Agrawal Nitin (Chief Financial Officer at CoreWeave, Inc.) reported an open-market sale of 10,062 shares of CRWV at an average $91.88, roughly $924,497, in a Form 4 filed 2026-08-21.
At post $87.85·Now $54.24-38.3% since postedas of Oct 23, 4:45 PM ET
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POWER IS THE PLAY, JUST NOT HOW YOU THINK
Crypto-mining-turned-AI-data-center companies like CRWV have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.
At post $105.26·Now $54.24-48.5% since postedas of Oct 23, 4:45 PM ET
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CRWV YOLO
Hyperscalers cannot achieve profitability amid constrained DRAM supply, and CRWV faces structural decline once chip supply normalizes and major tech companies build data centers in-house.
At post $107.69·Now $54.24-49.6% since postedas of Oct 23, 4:45 PM ET
1d-2.3%
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Sold 13,608 @ $92.09 avg · $1,253,161 · 2026-08-10
Form 4: Jain Sachin sold CRWV
Jain Sachin (Chief Operating Officer at CoreWeave, Inc.) reported an open-market sale of 13,608 shares of CRWV at an average $92.09, roughly $1,253,161, in a Form 4 filed 2026-08-11.
At post $90.32·Now $54.24-40.0% since postedas of Oct 23, 4:45 PM ET
1d+19.3%
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$CRWV
CoreWeave weak hands are being shaken out and the stock is positioned to run up following similar rallies in NBIS and IREN. Author expects momentum-driven upside as weak investors exit.
At post $109.53·Now $54.24-50.5% since postedas of Oct 23, 4:45 PM ET
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3d+14.0%
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AI Infrastructure Build Out YOLOs
CoreWeave is a cloud infrastructure provider specializing in AI and GPU-accelerated computing resources. The author sees outsized gains from the explosive growth in AI data center buildout.
At post $122.54·Now $54.24-55.7% since postedas of Oct 23, 4:45 PM ET
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