Letters by company
CoreWeave, Inc.
2 letters discussing CRWV. Everything written about it on this site is on its ticker page.
- Vision Capital Fund Vision Capital Fund - 2025 Annual Letter Vision Capital Fund added Sea Limited after its selloff, backing Shopee’s regional e-commerce scale, Monee’s lending data and recovering Garena cash generation. It added to nine existing holdings during the drawdown, avoided memory makers, Oracle and neoclouds over cyclicality, concentration and capital-intensity concerns, and capped direct AI exposure at TSMC and NVIDIA. 2025 SE $57BCRWV $46BMU $1.2T
- Riverwater Partners Laying the Tracks: The AI Buildout and Small Cap Opportunity Riverwater Partners argues that the AI data-center buildout shifts small-cap opportunity toward electrical infrastructure, cooling, construction, connectivity and power generation suppliers. It is building positions in quality businesses with durable demand and pricing power, while warning that circular financing, rising funding costs and hyperscaler capex pauses could expose late-cycle suppliers. Q2 2026 AMZN $2.7TGOOGL $4.2TMETA $1.8T
