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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” 5h ago 3 clicks

43m ago CRWV $34B

Capital Wars

Net Interest 1 click

2h ago ALLY $11B

TSOH Weekly Roundup (10/23/2026)

TSOH Investment Research 1 click

From X

@BrokenMoats Jun 24

Broken Moats on X

Good to see someone paying attention on life insurers from Bloomberg today. Private Credit and certain life insurers are deeply linked - $MET, Lincoln are just the tip of the sphere I would add https://t.co/Vcyt0RFlT1 and certain regional banks like $WAL in that mix too. *and sure 95% of all your pc loans are credit grade MetLife, can I ask how many were rated by Egan Jones?*

@BrokenMoats Jun 24

Broken Moats on X

Anybody see this run in $WNC? crazy, gone from serious balance sheet risk to the fastest trade in the market. Company commented they might get to a replacement market next year (versus years of tough order books) and the commerce ruling on dumping from china that will put tariffs on Chinese suppliers (maybe 20% of the market?) should help those 27' numbers. But issues remain in what is a pretty poor business when the dominant industry player fluctuates on bankruptcy each cycle.

@natstewart5 Jun 24 1 click

Nat Stewart on X

Assume you have seen it, but $MHGU CEO 5/19/26 presentation is solid. They will get a EBITDA boost from being allowed to close poor locations, breakfast opt-out, and $7.3M G&A cuts. If new WEN mgt does its job, MHGU could end up a rocket ship. Less liquid/risky/trades OTC, but I own a bit - potential upside dwarfs current share price, IMO.

@natstewart5 Jun 23 2 clicks

Nat Stewart on X

@waterboystocks DPZ looks interesting, but I have pizza covered with little Pizza Inn $RAVE. 100% franchised, zero debt, cash ~25% of market cap, potential for turnaround to transform into growth story next 1-2 years.

@HedgeyeRetail Jun 23

Brian McGough on X

Per @HedgeyeHC $PFE has been asleep at the switch. Was this really the best pedigree to go after for $NKE? The existing talent (Regional CFOs) that were passed over for the CFO role are gonna be pissed...While they're at it, gotta replace IR. It's part of the problem. https://t.co/FIPFTrZrd9

@HedgeyeRetail Jun 23

Brian McGough on X

$NKE fires CFO -- can I get an Amen??? Dude's forecast accuracy was simply horrible. New CFO from $PFE. Does not change that Nike is about to go into the biggest investment cycle in its history. It will likely pay off -- but not for 3-5 years. Until then it will continue to ceede share. Still Short NKE.

@TimyanBankAlert Jun 23 1 click

Timyan Bank Alert on X

@Akston_Capital Putting aside what the shareholders, directors, activist ahareholders @HoldCoAM, his wife and anyone else, what does Chris Gorman, in his heart, want to accomplish at $KEY? Keep going as is? Acquire? Sell?

@psyopcapital Jun 23

Psyop Capital on X

Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time

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Tempus AI: Moderna's New Cancer Vaccine Partner Is The Pick Of The AI Biotech Bunch

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Edmund Ingham 5h ago 1 click

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Monte Independent Investment Research 6h ago 3 clicks

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Latticework by MOI Global 8h ago 2 clicks

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Emerging Moats Research 10h 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 17h ago 4 clicks

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Vik's Newsletter 17h ago 5 clicks

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HFI Research 23h ago 7 clicks

CoreWeave: Why Patient Investors Should Hold Through Volatility

CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…

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Jack Elias 26h ago 6 clicks

MYR Group q3’26 Earnings Preview

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Monte Independent Investment Research 27h ago 5 clicks

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

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Latticework by MOI Global 27h ago 7 clicks

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Latticework by MOI Global 27h ago 16 clicks

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Latticework by MOI Global 27h ago 4 clicks

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The Undercovered Dozen 27h ago 10 clicks

Unicycive (UNCY):

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Triple S Special Situations Investing 28h ago 4 clicks

Thursday Tailwinds #12: Oct 22, 2026

PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.

CEG $96B

Trade Ideas Flow 29h ago 2 clicks

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ROL $16B

Jimmy's Journal 31h ago 38 clicks

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

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GPI $2.7BLAD $6.6B

Cannibal Stocks 31h ago 3 clicks

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ATAT $4.5B

Substack von Philipp 33h ago 4 clicks

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