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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From X
Mr Neutral Man aka "Howard Marks of REITs” on X
When investing in liquidations, sometimes your security stops trading and gets priced at $0.00 and you have to just ignore how it looks in your brokerage account From a 5 figure cost to $0 in my IRA NOT MY FIRST RODEO!!! $ARI P.S. This illiquidity is kind of awesome!
Fajasy on X
Continue reading here for how long $AWMLF’s cash lasts and what the next placement could cost shareholders:
Investor Letters
All letters- Gresham House October 2026 EARN $32M
- Asset Value Investors Ltd October 2026 079940 $486M093320 $626M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $112M
- 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
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Sectors
Ordered by how often our editor reaches for them.
