Research & Analysis: CoreWeave (NASDAQ: CRWV)
CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a debt-heavy buildout.
Friday, November 13, 2026
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Barbarian Capital on X
Yeti Cuts Year Outlook on Consumer Caution $YETI
Barbarian Capital on X
Cerebras Lifts Outlook as Cloud Revenue Surges in Third Quarter $CBRS
Calvin Blissett on X
@SteinHajek $BYDDF was/is Chinese 😏
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.2BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $31B
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
- Protean Funds October 2026 AAK $4.7BLFABF $13B
- City Different Investments 3Q 2026 FLEX $29B
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