coreweave真的是喋喋不休
我完全是因为跟板上网友怄气才硬拿着
要不是我早就逃了
🍇🍇我真的破防了😭
版主： 牛河梁
！！！
青山在不怕没柴烧。
#11 Re: 🍇🍇我真的破防了😭
从高点下来还没腰斩，有啥可怕。这种股疯起来一周至少翻一倍以上。
真跌到20以下，那才是凉的时候，50以上都有回来的可能。毕竟女大的业绩就靠着他支撑着呢，没了他女大就是死（ CRWV其实就是女大的皮包公司，分销商，没了CRWV，女大财报分分钟爆雷），那可是4万亿的巨兽，为了他自己也不会允许CRWV死翘翘，一定还会抄。
#12 Re: 🍇🍇我真的破防了😭
你不要坑后门了，crwv很明显现金流有非常大的问题，我怀疑他们做的假账。两件事：一次是公开是拉高apld股价后抛售，而是公司高管到了禁售期结束逃命一样卖股票，给贱街得折扣据说高达7折
somesome 写了： 2025年 9月 3日 20:53从高点下来还没腰斩，有啥可怕。这种股疯起来一周至少翻一倍以上。
真跌到20以下，那才是凉的时候，50以上都有回来的可能。毕竟女大的业绩就靠着他支撑着呢，没了他女大就是死（ CRWV其实就是女大的皮包公司，分销商，没了CRWV，女大财报分分钟爆雷），那可是4万亿的巨兽，为了他自己也不会允许CRWV死翘翘，一定还会抄。
If printing money would end poverty, printing diplomas would end stupidity.
#13 Re: 🍇🍇我真的破防了😭
赖美豪中 写了： 2025年 9月 3日 21:47你不要坑后门了，crwv很明显现金流有非常大的问题，我怀疑他们做的假账。两件事：一次是公开是拉高apld股价后抛售，而是公司高管到了禁售期结束逃命一样卖股票，给贱街得折扣据说高达7折
CRWV 跟Applied Digital (APLD)是什么关系？
#14 Re: 🍇🍇我真的破防了😭
吃香之难看可能属于前所未有
On June 10, 2025, CoreWeave (CRWV) sold its entire stake in Applied Digital (APLD), a data center operator. Despite the stock sale, CoreWeave's separate $7 billion, 15-year lease agreements with Applied Digital remain in effect.
Key details of the transaction:
Regulatory Filing: A Schedule 13G filing on June 10 showed that CoreWeave had reduced its beneficial ownership of Applied Digital to 0.0%.
Market Impact on APLD: Applied Digital's stock fell by 8% to 11% in the days following the announcement due to investor uncertainty over a key partner and former investor exiting its equity position.
Market Impact on CRWV: CoreWeave's shares rose about 3% initially, possibly reflecting investor approval of the company reallocating its capital.
Pre-sale Partnership: The divestiture was unexpected, as it followed Applied Digital's announcement in May of two major, 15-year lease agreements with CoreWeave.
Unexercised Warrant: A warrant issued to CoreWeave on May 28, giving it the right to buy up to 13,062,521 APLD shares, was not exercised at the time of the sale. This leaves open the possibility of future changes to CoreWeave's ownership stake and potential dilution for other shareholders.
For CoreWeave, the move may indicate a shift in strategy toward direct infrastructure spending or other partnerships. For Applied Digital, the stock sale created short-term volatility, but its long-term revenue stream from the CoreWeave leases remains intact.
If printing money would end poverty, printing diplomas would end stupidity.
