CRWV
Blended score -8.7 (n = 4 investors, 9 calls) · how it’s computed
Individual calls
Each investor’s latest call counts toward the blend; earlier calls are kept as history.
| Date | Investor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-16 | Jim Chanos @RealJimChanos | CRWV | “@OxfordAnalytics @RandolphDuke7 And yet…the $CRWV 4Q 2026 revenue estimate is up a whopping 3% since the middle of the 2Q. Despite rapidly rising GPU rental rates. Maybe ask yourself why that is.” | — | -10 | Tweet ↗ |
| 2026-10-16 | Michael Burry @michaeljburry | CRWV | “Dumb da dumb dumb da. The CoreWeave selloff shows a pressure point from climbing borrowing costs” | — | -5 | Tweet ↗ |
| 2026-10-15 | Harris Kupperman @hkuppy | CRWV | “I’m sure that $CRWV is money good on funding its gazillions of chip purchase orders, as long as someone funds $CRWV…🤭🤭” | — | -10 | Tweet ↗ |
| 2026-10-15 | Kerrisdale Capital @KerrisdaleCap | CRWV | “A year ago, we argued $CRWV failed finance’s most basic test: returns below its cost of capital. With shares halved and bonds yielding ~15%, the market is realizing the math doesn’t math” | — | -10 | Tweet ↗ |
| 2026-10-14 | Jim Chanos @RealJimChanos | CRWV | “@TheStalwart Yet the insiders keep selling, including filings this week. $CRWV” | — | -10 earlier call · not in blend | Tweet ↗ |
| 2026-08-14 | Jim Chanos @RealJimChanos | CRWV | “The neocloud moats are both dug and filled by $NVDA ... The neoclouds are financial conduits, not technology companies.” | — | -10 earlier call · not in blend | Tweet ↗ |
| 2026-08-14 | Jim Chanos @RealJimChanos | CRWV | “The neoclouds are financial conduits, not technology companies; neocloud moats are both dug and filled by NVDA.” | — | -10 earlier call · not in blend | Source ↗ |
| 2026-08-12 | Jim Chanos @RealJimChanos | CRWV | “And of course, $CRWV 2027-28 Adjusted EPS estimates DROPPED after the print, particularly 2028. Stock now at 90x Adjusted 2028 EPS.” | 2027-28 | -10 earlier call · not in blend | Tweet ↗ |
| 2025-09-15 | Kerrisdale Capital @KerrisdaleCap | CRWV | “We are short shares of CoreWeave… We see fair value at $10, 90% downside.” | — | -20 earlier call · not in blend | Source ↗ |