CoreWeave: It’s Not Dying, Not Anytime Soon
CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.
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From X
Odd Diligence on X
“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? https://t.co/kC4EZPENaD
⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Negligible Capital on X
@PumpCapitalLLC Yeah $CASY rocks. About the closest you can get to a public Bucky’s
JabroniCoin.USD on X
How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy
💥PETITION💥 on X
We've been highly critical of Sweetgreen lately ($SG). Apparently we haven't been critical enough. https://t.co/WxqUGEileF
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
⚽️📡 on X
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
Investor Letters
All letters- PenderFund Capital Management Ltd. September 2026 GRID $171MPNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $67B
- White Brook Capital Third Quarter 2026 ACNT $124MCCLD $79M
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