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← @ayeshatariq

$CRWV

BEARISH2025-12-18
Price around the call
↓ 2025-12-18
By horizon✗ miss+9.4%
1d
✗ +1.6%
5d
✓ -10.8%
21d
✗ +9.4%
Original post
Ayesha Tariq, CFA · 2025-12-18

I think this could be the next company that delivers bad news. Coreweave is also tied to Nvidia and that could cause a bit of an unravelling. $CRWV There are plenty of posts out there discussing that the CDS for Coreweave is spiking (likely more than Oracle). They've also created a Special Purpose Vehicle (SPV) for their debt, so they can get a better rating and tie them to assets. This isn't unusual in the banking world, but high debt loads on SPVs can lead to trouble particularly when the company itself is not ready to backstop the debt.

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