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Our Views on CoreWeave

CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” 1h ago 2 clicks

2h ago EROC $453M

Research & Analysis: ERock, Inc. (NYSE: EROC)

Monte Independent Investment Research 3 clicks

2h ago MEDP $18B

Putting bear cases to rest

Best Anchor Stocks 3 clicks

From X

@cfrischer1 Jun 14

Charles Frischer on X

$NN They won’t do that because they really don’t believe the problem exists. If they did, they could solve this problem in one phone call to the CEO of $ATEX. They will never make that phone call because deep down, they don’t believe in their own claims of interference.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The main opposition at this point of the process is from Part 15 devices. They claim that the NN proposal will destroy the U.S. because of potential interference. Part 15 devices are too vital to America to allow NN to modernize the 900 MHz band.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The opposition claims that the entire economy is reliant on Part 15 devices and that potential interference, which they have not proven at all, will bring down the GDP of the country. They believe we can’t let this happen.

@cfrischer1 Jun 14

Charles Frischer on X

$NN Giant important companies have joined in this chorus. If this were potentially true, what if a relatively simply, cheap, solution could be found to solve this problem. Would’t these big, giant companies try to control the entire economic production of Part 15 devices.

@DevinLaSarre Jun 14

Devin LaSarre on X

Newest out. Maker of Men "Buck Duke, American Tobacco, and an enduring legacy." $BTI $IMBBY $LOG $PM $MO $STG $HAYPP https://t.co/BwZC6I9Fth

@Mike10947310 Jun 12

Mike on X

Now that we've all survived SpaceX day, I think some space names will (hopefully) trade more based on biz momentum. One example: $KVHI's inclusion into the NASA ETF has largely dictated how it's been trading (contributed to the strong runup and recent decline). NASA flows have totally dominated price action. However none of that matters for how the business is actually doing (see below).

@ActAccordingly Jun 12 1 click

PAA Research on X

Is the price action in every other space related company today a cautionary tale for $SPCX as to what could happen with $MAGS and other tech leaders when #anthropic and #OpenAI go public later this year or does it simply reflect an uninspired pricing on $SPCX and a stock that might not be up in the absence of $GS support? $RKLB $LUNR $ASTS $PL $RDW

@BrokenMoats Jun 12

Broken Moats on X

what part of the cycle is it when CAVA starts going up 30% in a week on no news? Screwworm, savings rate declines, ridiculous valuation, and unwanted then a 30% snap in 3 days? Bizarre market moves. $TGT, the private credit exposed names like $ARES, etc all similar relentless moves from late in the week

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Read past recaps

Industry Primers Podcast: Natural Resources Royalty & Streaming, Part One: The Story

Franco-Nevada, Wheaton and Texas Pacific Land built royalty and streaming businesses by buying fixed shares of mines and wells, tracing the…

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Latticework by MOI Global 4h ago 1 click

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

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Emerging Moats Research 6h ago 1 click

It’s time to sell the winners again as Western Digital, Bloom report outstanding results, shares drop

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The Technology Letter 13h ago 3 clicks

OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case

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Vik's Newsletter 13h ago 4 clicks

Trade Alert - Long RIG

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HFI Research 19h ago 6 clicks

MYR Group q3’26 Earnings Preview

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Monte Independent Investment Research 22h ago 5 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

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Latticework by MOI Global 23h ago 6 clicks

Mosaic, Part One: The Story

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Latticework by MOI Global 23h ago 13 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

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The Undercovered Dozen 23h ago 9 clicks

Unicycive (UNCY):

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Triple S Special Situations Investing 24h ago 4 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

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Latticework by MOI Global 23h ago 4 clicks

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Equity Eagle 24h ago

Thursday Tailwinds #12: Oct 22, 2026

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Latticework by MOI Global 26h ago 18 clicks

4 Boring Non-AI Stocks Trading at Attractive Valuations

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ROL $16B

Jimmy's Journal 26h ago 29 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $2.7BLAD $6.6B

Cannibal Stocks 27h ago 1 click

Diageo: Gen Z Is Drinking Again, And They Want Cocktails

DEO $52B

PropNotes 28h ago 6 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp 29h ago 4 clicks

Weyerhaeuser Company: Timberland Assets Offer Long-Term Upside At A Discount

Weyerhaeuser’s $23.07 sum-of-the-parts valuation rests on discounted timberlands, while its 4.3% dividend needs stronger free cash flow and…

WY $14B

Atlas Diary 30h ago 4 clicks

Sea Limited (SE) Sea Cloud and Monee IPO

Sea Limited plans Sea Cloud and a Monee IPO, using 40-plus data centers and 25,000 GPUs while risking heavier capex and prolonged thin…

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Sleep Well Investments 31h ago 6 clicks

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