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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Yeti Cuts Year Outlook on Consumer Caution $YETI
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Cerebras Lifts Outlook as Cloud Revenue Surges in Third Quarter $CBRS
Investor Letters
All letters- Asset Value Investors Ltd October 2026 079940 $486M093320 $626M
- Minotaur Capital October 2026 CROX $7.2BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $520M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BSNSNF $1.7B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $31B
- Forager Funds Management October 2026 TUA $588M
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
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