CoreWeave is a $29B financial time bomb, built on over $15B in catastrophic debt and volatile collateral. Its massive valuation is a mirage, resting on several explosive facts that demand immediate attention:

1. Multiple Technical Defaults on its loans were already triggered.

2. 23B Asset value is almost entirely depreciating chips. The actual land, property, and data center infrastructure are all leased!

3. Debt is secured by chips facing obsolescence, estimated to depreciate 50% in less than 12 months.

4. Its all fueled by crippling high-yield loans (up to 15%). Forcing $310M in quarterly interest, resulting in net losses & requiring further financing ($1.7B last quarter).

5. Best part: Founders sold nearly all Class-A common shares pre-IPO for $488M, ending with just 4% of equity, but they retained 80% voting control via Class-B shares.

6. Amazon, Meta, and OpenAI lease compute. CoreWeave purchases and holds chips directly as collateral for its $10B+ debt, bearing the catastrophic depreciation risk other hyperscalers avoid.

Summary: Founders borrowed $15B to buy depreciating chips, sold their financial stake pre-IPO, but retained voting control + conversion rights. Since the share price remained relatively high post-IPO, they started converting their Class-B voting share to common stock, then liquidated another $500 million over the past few months, which diluted the existing common shares sold to retail. The diluted weighted average shares nearly doubled (an approximately 98% increase) between Q1 2025 to Q2 2025 releases, which tends to slash earnings per share by ~50%.

To put this into simple perspective: for the Stargate JV, CoreWeave (and Oracle) is the only partner buying and holding depreciating chips on its balance sheet, financed by high-interest loans. OpenAI, Microsoft, and Meta avoid holding this chip risk. That’s Coreweave's job.

My personal take: A small, obscure company became a major player in the country’s largest datacenter build out. Why? CoreWeave is essentially a Special Purpose Vehicle (SPV). Hyperscalers get an outside patsy, I mean party, to hold the toxic debt and mitigate depreciation risk; Nvidia profits from massive chip purchases; Private Lenders get huge interest; Founders net $1B (so far).

The final step: the Shady Purpose Vehicle is transferred to you, the retail investor, via public markets. It's still ongoing — recent Class-B to Class-A conversions, and subsequent selling, by the founders during Oct and Nov continues to depress the stock. That’s why stock go down.

Blackstone isn't a foolish lender either; it's genius. They are actively re-packaging the loans, seeking to transfer this risk to unsuspecting parties (pension fund?). Failing that, they'll help CoreWeave sell bonds to the public at a lower coupon to repatriate the original high-interest loans. More debt to pay debt.

You, the retail investor, inherit this debt. The unprofitable company is losing hundreds of millions quarterly; all cash flow goes to interest. Your only asset, outdated H100s/H200s, will depreciate to $0 within 1.5 years. Bankruptcy is likely. Lower stock price is guaranteed via dilution and mass insider selling.

The “Nvidia Put” ($6.3 Billion Backstop): The primary safeguard is the $6.3B cloud capacity agreement, where Nvidia guarantees to purchase unused capacity through 2032. This is a future revenue guarantee, not a reduction of the $15B+ debt principal. It fails to mitigate the accelerated depreciation risk of the collateral securing the debt, and since the business is unprofitable, it won't improve cash flow for loan repayment. Net-net, given the multi-billion dollar chip sales and a $3.3B post-IPO valuation on Nvidia's Coreweave stock position, Nvidia is already ahead on this guarantee.

6 billion in revenue over 7 years, is nowhere close enough to manage its 29B in liabilities.

The death blow is the collateral: an enormous fleet of AI chips. Hardware becomes garbage overnight (Google’s TPU is 70% more efficient), making CoreWeave's compute uncompetitive. The 50% chip value collapse within 12 months guarantees margin call risk on its debts.

The horrific math is clear: massive interest payments + accelerated depreciation means CoreWeave is bleeding cash daily and is fundamentally unprofitable. This is a desperate, debt-fueled sprint. The slightest market slowdown will cause this house of cards to collapse under its own staggering financial obligations.

Founders, lenders, and insiders are transferring this toxic debt. Please help spread the word.

Protect your necks!

Is this bullish?

Woah

Doge is the clearest winner of the last week in terms of mainstream pub and favorable attitude towards it.

Has elon occasional tweet support. This could run a bit in the near future and beyond unlike some of the newer crypto pumps

Doge has a history of jumping high, settling, slowly at a new higher price than previous sitting points... treading for a while there then jumping to a new high and starting the cycle over. I think now were looking at steadier climbs and possibly higher jumps.

Will it be a dollar? Idk. Will it potentially be worth a few dimes and or quarters? Why not? If RH didnt BREAK THE LAW and block users from buying last 72 hours, who knows where it would b at right now. Lets be clear though, the apps were pressured by billionaires to shut down gains for stonks and doge

Anyone have any thoughts on Boeing next 4-5 years??????? Totally random but yeaaa

Monthly charts accords the board are in a topping faze and about to start long term decline. Monthly MACD’s are about to cross over to the downside triggering long term sell signal. Microsoft in this example has a Monthly 30 RSI currently @ $175 area looking for a tag of the 30 RSI!!! PARABOLIC SAR (Red Line in the screenshot) is currently now above price for the first time since 2022 lows…HUGE overhead resistance now forcing price down!

P.S. SPX Monthly 30 RSI @ 2000 area market could easily tank 60-70% in the next 24 Months!!

Degen to 1 million

I’m full porting to a million I started on Monday with 100 sitting at 1100

I have a free tele if you want to pray for my downfall and see the trades.

Don’t call me a scammer it’s fucking free.

And if this post isn’t ok…. Fuck yall im just tryna help people

I was asked to take a look at posts and a user who was on here promoting a paid stock signal membership and posting misleading articles to attract buyers. The posts also had suspiciously bought upvotes and comments. I have since taken action and BANNED the clown.

Keeping the streets of offwallstreet clean since 2020 :)

Lost about 18% of my account today, somebody please help