Ticker brief · 2026-07-03
CRWV COREWEAVE INC-CL A
Meta shock split bulls from structural neocloud bears
Technology · Software
Lean: mixedlast close
$81.75
1 day
-4.6%
14 days
-30.7%
mkt cap
$44.6B
signals 14d
845
authors 14d
339
CRWV sentiment is mixed: dip buyers argue the Meta selloff validates AI compute demand, while higher-credibility bears frame it as a direct challenge to neocloud scarcity premiums. The late-week shift was the Meta excess-compute story, followed by Rosenblatt and Evercore defending CRWV targets while bears pressed insider-selling, leverage, and hyperscaler-competition concerns. Trade structure is barbelled between long-dated call buying and short-swing or put positioning, implying volatility rather than consensus.
BULL CAMP
Bulls see the Meta-driven drawdown as an overreaction because compute demand remains constrained, Nvidia is supporting neocloud capacity, and CRWV has backlog, contract visibility, and differentiated AI-cloud capabilities.
Key voices@MMatters22596MEDIUMC+1.15@Dr_CrossroadsMEDIUMB+0.13@R_and_InvestMEDIUM-HIGHA+0.54@The_RockTradingHIGHC-0.64
“Meta fears are overblown; author plans aggressive CRWV option adds around contract visibility.”— @Dr_Crossroads · tweet ↗
BEAR / SKEPTIC
Bears argue Meta and hyperscalers can erode neocloud economics, while CRWV's leverage, insider sales, valuation, and technical breakdown make the equity vulnerable.
Key voices@RealJimChanosHIGHA-0.09@hiddensmallcapsMEDIUMB+0.93@bjmtweetsMEDIUM-HIGHA+1.77@WealthyReadingsMEDIUM-HIGHB-0.62@Jake__WujastykHIGHB-0.67
“Neoclouds face worse pricing, vertical integration gaps, and cash-flow disadvantages versus hyperscalers.”— @hiddensmallcaps · tweet ↗
Hypotheses12direction · basis · magnitude · supporters — NEW = first seen this week
▼Meta selling excess AI compute threatens CRWV by adding direct neocloud competition and undermining scarcity-premium valuations.
@ZeekTytLOW-MEDIUMC+0.712s@SmallCapSnipaMEDIUM-HIGHC+0.691s@bugra_kurtogluMEDIUMC-1.291s@MoneyPrinter0xLOW-MEDIUMB-1.652s · insight@LongGameEquityLOW-MEDIUMB-2.712s · insight@Investor_NICK_LOW-MEDIUMB+1.001s · insight+4 more
▲The Meta selloff is overdone because compute monetization validates AI demand rather than breaking neocloud economics.
@R_and_InvestMEDIUM-HIGHA+0.543s · insight@The_RockTradingHIGHC-0.641s@ParadisLabsMEDIUM-HIGHA+1.151s · insight@SebagyeongLOW-MEDIUMC+0.132s@TheRayMyersMEDIUM-HIGHB-0.111s · insight@MitchMartan98MEDIUMC+1.401s+3 more
▲Nvidia backing, financing, revenue-sharing, and capacity commitments support CRWV and other neocloud growth platforms.
@Lazarus_CapitalLOW-MEDIUMA-0.184s · insight@LEAPTRADER_MEDIUMC-0.402s@BinDollarSignMEDIUMC-0.611s@amitisinvestingMEDIUM-HIGHB-1.051s · insight@QQ_TimmyMEDIUM-HIGHB+0.231s · insight@daniel_kossMEDIUM-HIGHB+2.961s · insight+2 more
▲CRWV backlog, take-or-pay contracts, and revenue growth visibility support a long-term rerating despite customer concentration fears.
@MMatters22596MEDIUMC+1.152s@Dr_CrossroadsMEDIUMB+0.133s · insight@SmallCapSnipaMEDIUM-HIGHC+0.691s@1000xStocksMEDIUMC-3.612s@FloridaHokie20LOW-MEDIUMC+0.511s@CKCapitalxxMEDIUM-HIGHC+0.331s
▲CRWV is undervalued versus NBIS and other neocloud peers, making the laggard the better buy.
@danielisdizzyMEDIUMC-0.944s@DudeWhoInvestsMEDIUMC-1.733s@MMatters22596MEDIUMC+1.152s@mind1nvestorMEDIUMC+1.861s@RealNickMugalliLOW-MEDIUMB+1.431s · insight
▲CoreWeave's GPU validation, Vera Rubin NVL72 infrastructure, and inference benchmarks should lift pricing power.
@Lazarus_CapitalLOW-MEDIUMA-0.187s · insight@ZeekTytLOW-MEDIUMC+0.711s@Sam_BadawiMEDIUM-HIGHC-1.441s@RobertDurant7LOW-MEDIUMC-0.001s
▲CoreWeave's ARIA AI research agent launch adds product depth and supports the inference platform narrative.
@Dr_CrossroadsMEDIUMB+0.131s · insight@AIStockSavvyMEDIUMC+0.051s@realpristinecapMEDIUM-HIGHB-1.491s · insight@financespotnewsLOW-MEDIUMC-0.871s
▼Hyperscalers, custom silicon, vertical integration, and cash-flow advantages make neoclouds structurally weaker long-term businesses.
@hiddensmallcapsMEDIUMB+0.937s · insight@bjmtweetsMEDIUM-HIGHA+1.773s · insight@RealJimChanosHIGHA-0.091s · insight@nanalyzetweetsMEDIUM-HIGHB-1.672s · insight@StevendiazMEDIUMB+3.672s · insight
▼Heavy CRWV insider selling and executive diversification undermine confidence in the equity story.
@RealJimChanosHIGHA-0.092s · insight@FinanchleMEDIUMC2s@quantian1MEDIUM-HIGHA+0.341s · insight@VestExchangeMEDIUMC-0.891s
▼CRWV technicals weakened after the Meta selloff, with breakdown risk toward $64, $45, or inverse exposure.
@Jake__WujastykHIGHB-0.671s · insight@FluxChartsLOW-MEDIUMC-2.161s@yxinsightsMEDIUM-HIGHB-1.581s · insight@TarekMM100LOW-MEDIUMC+0.261s@iTradeChartsMEDIUMC-0.572s@TheNewMoney_appLOW-MEDIUMC2s
▲Bullish options flow and LEAPS buying suggest traders are positioning for CRWV upside after weakness.
@RockyTSTHLOW-MEDIUMC2s@FunOfInvestingMEDIUMC-0.722s@Dr_CrossroadsMEDIUMB+0.131s · insight@TT_stocks_LOW-MEDIUMC+2.391s@A_NajumiMEDIUMC+1.351s@salmaogsMEDIUM-HIGHC1s+1 more
▼CRWV's debt, interest burden, and leveraged neocloud balance sheet create downside or bankruptcy risk.
@AparicioCadizMEDIUMA+1.391s · insight@bugra_kurtogluMEDIUMC-1.291s@momoblog0214MEDIUM-HIGHC-0.761s@BlueJay87476298MEDIUM-HIGHB+1.051s@StevendiazMEDIUMB+3.671s · insight@1000xStocksMEDIUMC-3.611s
Direct calls5authors taking explicit directional positions
@MMatters22596MEDIUMC+1.15
Top pick CRWV for next 3 months; $200+ by EOY
@Dr_CrossroadsMEDIUMB+0.13
Bought CRWV aggressively and added Dec 2028 LEAPS
@The_RockTradingHIGHC-0.64
Overreaction to META news. In CRWV.
@MoneyPrinter0xLOW-MEDIUMB-1.65
Going to derisk and look to short CRWV on a 9:30-10 fakeout bounce.
@ParadisLabsMEDIUM-HIGHA+1.15
Will take short swing trades in CoreWeave on recovery signs
Sellside activity7
Rosenblatt reiterate PT 250Reiterated Buy and framed CRWV weakness as a buying opportunity after Meta cloud concerns.
Evercore reiterate PT 150Reiterated Outperform and saw the Meta-report reaction as overdone.
Rosenblatt reiterate PT 250Reiterated CoreWeave Buy with $250 PT.
Rosenblatt reiterate PT 250Reiterated Buy on CoreWeave and viewed weakness as a buying opportunity.
Jefferies note PT 825Bullish on Meta entering cloud and said CoreWeave value remains intact; PT $825 was relayed in the post.
Wells Fargo noteArgued Meta compute sales are positive for AI infrastructure demand and GPU economics.
JPM noteMentioned Schilsky on CRWV and NBIS after Meta news, but details required linked context.
News / data points5discrete events + data quoted by authors
@EdLudlowHIGHA+0.04
Sources described Meta model/API and compute plans; Meta rose while CoreWeave fell.
@SpecialSitsNewsHIGHB-0.31
CoreWeave fell 14% on Meta entering AI compute reselling.
@FinanchleMEDIUMC
CoreWeave insiders sold over $3.1B of stock in 65 days.
@PSInvestorLOW-MEDIUMB+1.55
APLD brought 75 MW online, raising campus capacity to 175 MW and de-risking CRWV buildout.
@RockyTSTHLOW-MEDIUMC
CRWV bullish call flow showed $5.3M calls, sweeps, and 0.23 put/call ratio.
Position disclosures3skin in the game
@Dr_CrossroadsMEDIUMB+0.13
Long CRWV and added aggressively via options, including Dec 2028 $120 LEAPS.
@FunOfInvestingMEDIUMC-0.72
Bought CRWV Jan 2028 120 calls and sold Oct 2026 90 CSPs.
@Lazarus_CapitalLOW-MEDIUMA-0.18
Added CRWV LEAPS and later implied an existing long position.
Desk readconvergence assessment
The view is not converged: the largest cluster is Meta-news interpretation, with bulls calling it demand validation and bears calling it competitive supply. Credibility is asymmetric in places: high-credibility bears such as RealJimChanos, Jake__Wujastyk, Stocktwits, SchwabNetwork, and SpecialSitsNews anchor the negative event/technical tape, while several of the most aggressive bulls have negative trader_score_20 or low-medium credibility. A decisive update would be evidence that CRWV backlog/pricing is intact after Meta's move, or conversely that hyperscaler resale supply is pressuring contracts, collateral, or GPU rental economics.
Tracked hypotheses — caliber-scored view · 2026-06-22
🟢 HIGH caliber (7)
📈 h2 bull · score 1.10
Nasdaq-100 inclusion creates near-term passive buying, institutional attention, and incremental liquidity for CRWV.
- Supporters (8): @ttvresearch↗(MEDIUM,4p), @bullishchart↗(LOW-MED,3p), @carbonfinancex↗(MEDIUM-,1p), @SixSigmaCapital↗(MEDIUM-,1p), @StockSavvyShay↗(HIGH,1p), +3
- Signals: 16 · Max author share: 0.29 · Novelty: building
- Quote: "Nasdaq-100 rebalance additions and removals are effective June 22." — ttvresearch
📉 h13 bear · score 1.05
AI infrastructure demand may be overstated because RPO, capex, regulation, and overbuilding risks distort visibility.
- Supporters (6): @realroseceline↗(MEDIUM,1p), @kakashiii111↗(MEDIUM-,1p), @vontuchman↗(MEDIUM-,1p), @aleabitoreddit↗(HIGH,1p), @matt2cents↗(MEDIUM,1p), +1
- Signals: 6 · Max author share: 0.17 · Novelty: building
- Quote: "AI infrastructure demand must be weighed against overbuilding, depreciation, and GPU ROI risk." — realroseceline
📈 h5 bull · score 0.97
Vera Rubin NVL72 validation and MLPerf records show CRWV has real technical execution advantages.
- Supporters (8): @OracleNYSE↗(MEDIUM,1p), @tokens↗(MEDIUM,1p), @jiahanjimliu↗(MEDIUM-,1p), @DustinHuntwn↗(MEDIUM,1p), @Dr_Crossroads↗(MEDIUM,1p), +3
- Signals: 10 · Max author share: 0.12 · Novelty: building
- Quote: "CoreWeave was first to bring up and validate Nvidia Vera Rubin NVL72." — OracleNYSE
📈 h1 bull · score 0.87
AI compute demand and CRWV backlog growth justify a major neocloud rerating despite current profitability concerns.
- Supporters (9): @MMatters22596↗(MEDIUM,6p), @StockChaser(MEDIUM,2p), @TheStockerMan↗(MEDIUM,2p), @InvestmentGuru(MEDIUM,3p), @DrNHJ↗(MEDIUM-,3p), +4
- Signals: 13 · Max author share: 0.20 · Novelty: building
- Quote: "CoreWeave is framed as the biggest neocloud with huge backlog and strong revenue growth potential." — MMatters22596
📈 h3 bull · score 0.66
CRWV reclaimed key moving averages and is breaking from consolidation, supporting continuation toward higher technical targets.
- Supporters (8): @pdicarlotrader↗(MEDIUM-,4p), @EchoAnalysis↗(MEDIUM,3p), @TrendSpider↗(MEDIUM-,1p), @SunriseTrader↗(HIGH,2p), @StockOptionCole↗(MEDIUM,3p), +3
- Signals: 14 · Max author share: 0.24 · Novelty: stable
- Quote: "CRWV returned to Stage 2 after a clean 30-week SMA bounce." — TrendSpider
📈 h6 bull · score 0.57
Tight GPU supply and rising rental renewal prices increase pricing power for firms with deployed compute.
- Supporters (5): @UncleAlpha007↗(MEDIUM-,1p), @DrNHJ↗(MEDIUM-,1p), @PSInvestor↗(LOW-MED,1p), @SgrA_Star(MEDIUM-,1p), @MetacriticCap↗(LOW-MED,1p)
- Signals: 5 · Max author share: 0.20 · Novelty: building
- Quote: "B200 renewal rates are far above inception prices, indicating strong compute pricing." — UncleAlpha007
📉 h9 bear · score 0.36
CRWV may be mispriced because neoclouds are asset-heavy equipment leasing businesses, not scalable software platforms.
- Supporters (5): @SpecialSitsNews↗(HIGH,1p), @RealJimChanos↗(HIGH,5p), @danielkoss(MEDIUM-,1p), @CryptoBankz65(LOW-MED,1p), @DrTomsLens↗(LOW-MED,1p)
- Signals: 9 · Max author share: 0.56 · Novelty: stable
- ⚠️ Concentration: 56% from @realjimchanos↗ HIGH cred
- Quote: "Chanos says AI neoclouds are mispriced equipment leasing businesses." — SpecialSitsNews
🟡 MEDIUM caliber (5)
📉 h10 bear · score 0.66
Debt, interest burden, dilution, and capitalized costs could overwhelm CRWV’s growth and cap upside.
- Supporters (5): @StockChaser_↗(MEDIUM,1p), @aleabitoreddit↗(HIGH,1p), @SixSigmaCapital↗(MEDIUM-,1p), @Sebagyeong↗(LOW-MED,2p), @Stevendiaz↗(MEDIUM,1p)
- Signals: 8 · Max author share: 0.33 · Novelty: building
- Quote: "High-yield debt financing is framed as a funding-cost headwind." — financespotnews
📈 h4 bull · score 0.52
Cantor’s Overweight stance and $167 target validate backlog upside and a year-end ARR trajectory.
- Supporters (5): @DustinHuntwn↗(MEDIUM,1p), @degentradingLSD↗(LOW-MED,2p), @DrNHJ↗(MEDIUM-,1p), @LeaderInvests↗(LOW-MED,1p), @Benzinga↗(HIGH,1p)
- Signals: 6 · Max author share: 0.33 · Novelty: stable
- Quote: "Cantor reiterated Overweight and $167 target while expecting Q2 backlog upside." — DustinHuntwn
📉 h11 bear · score 0.41
Insider and fund selling undermines confidence that sophisticated holders believe CRWV’s rally is durable.
- Supporters (4): @herbgreenberg↗(HIGH,1p), @SamanthaLaDuc↗(MEDIUM-,1p), @edgeofpower(MEDIUM,1p), @De_belegger↗(MEDIUM,1p)
- Signals: 4 · Max author share: 0.25 · Novelty: stable
- Quote: "Jane Street’s purchase is questioned as possibly inflating shares before selling." — herbgreenberg
📈 h8 bull · score 0.38
Short interest, aggressive call buying, and long-dated institutional options can force additional upside.
- Supporters (7): @KASMCapital(MEDIUM,2p), @JohnMuchow↗(MEDIUM-,2p), @JonEtrades↗(LOW-MED,1p), @TP888(LOW-MED,1p), @tsungrow↗(MEDIUM,1p), +2
- Signals: 8 · Max author share: 0.22 · Novelty: building
- Quote: "Coordinated deep in-the-money 2028 LEAPS are interpreted as bullish institutional positioning." — KASM_Capital
📈 h7 bull · score 0.31
Nvidia and Jane Street ecosystem links validate CRWV as a strategically important AI compute platform.
- Supporters (6): @QossaiK↗(LOW-MED,1p), @4ki4↗(MEDIUM-,1p), @LazarusCapital(LOW-MED,1p), @briefingblock_(LOW-MED,2p), @ZeekTyt↗(LOW-MED,1p), +1
- Signals: 7 · Max author share: 0.29 · Novelty: building
- Quote: "Nvidia’s AI infrastructure investment basket is framed as intentional strategic positioning." — QossaiK
⚪ LOW caliber (1)
📉 h12 bear · score 0.51
Some investors prefer NBIS, IREN, or other peers because CRWV has weaker financing, margins, or relative valuation.
- Supporters (7): @KobeKapital↗(LOW-MED,1p), @jaysyoon↗(MEDIUM,3p), @Sebagyeong↗(LOW-MED,2p), @Stevendiaz↗(MEDIUM,2p), @CryptoBankz_65↗(LOW-MED,2p), +2
- Signals: 11 · Max author share: 0.25 · Novelty: building
- Quote: "NBIS is favored over debt-heavy CRWV." — KobeKapital
🔴 FLAGGED caliber (1)
⚠️ h14 flag · score 0.04
Extreme retail targets above $300 reflect promotion risk more than a broadly supported institutional thesis.
- Supporters (4): @ColesTrades↗(LOW,8p), @kiantrades↗(MEDIUM,1p), @TheWaveCount↗(LOW-MED,3p), @Chartradamus↗(LOW-MED,1p)
- Signals: 11 · Max author share: 0.62 · Novelty: building
- ⚠️ Concentration: 55% from @colestrades↗ LOW cred
- Quote: "A highly promotional bull case uses backlog, growth claims, and a $300 target." — ColesTrades
Sentiment — last 14 days
daily mean sentiment, 2026-06-19 → 2026-07-03 · now +0.01 (−1 bearish … +1 bullish)
Who spoke339
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Lazarus_Capital | A | -0.18 | 42 | -0.28 |
| @ZeekTyt | C | +0.71 | 18 | +0.11 |
| @MMatters22596 | C | +1.15 | 18 | +0.49 |
| @Sebagyeong | C | +0.13 | 14 | +0.13 |
| @SmallCapSnipa | C | +0.69 | 13 | +0.28 |
| @TheStockerMan | B | +3.05 | 10 | +0.58 |
| @CryptoBankz_65 | C | +3.74 | 10 | +0.16 |
| @Dr_Crossroads | B | +0.13 | 10 | +0.38 |
| @edge_of_power | A | -0.21 | 9 | -0.46 |
| @danielisdizzy | C | -0.94 | 9 | +0.68 |
| @mind1nvestor | C | +1.86 | 9 | +0.54 |
| @financespotnews | C | -0.87 | 8 | +0.22 |
| @wliang | C | -0.92 | 8 | +0.49 |
| @Nice_Stock_ | C | +1.17 | 8 | +0.05 |
| @EmmanuelInvest | C | -1.12 | 8 | +0.13 |
| @ColesTrades | C | +0.13 | 8 | +0.41 |
| @hiddensmallcaps | B | +0.93 | 8 | -0.54 |
| @Sam_Badawi | C | -1.44 | 7 | +0.14 |
| @jiahanjimliu | A | -0.39 | 7 | -0.01 |
| @LEAPTRADER_ | C | -0.40 | 7 | +0.44 |
| @PSInvestor | B | +1.55 | 7 | +0.14 |
| @yasutaketin | B | -1.16 | 7 | +0.34 |
| @Stevendiaz | B | +3.67 | 6 | -0.14 |
| @SteveUrkelDude | C | -0.33 | 6 | +0.05 |
| @InvestmentGuru_ | C | +0.03 | 6 | +0.46 |
Recent signals30of 845 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-07-03 | @us_stock_invest | -0.35 | Says SoftBank and Meta entering neocloud could threaten CoreWeave. | — | tweet ↗ |
| 2026-07-03 | @Nice_Stock_ | -0.35 | Korean narrative warns Meta cloud move may pressure neocloud contracts, collateral and GPU rental economics. | — | tweet ↗ |
| 2026-07-03 | @Nice_Stock_ | -0.35 | Warns any big-tech CapEx slowdown could damage the neocloud demand narrative. | — | tweet ↗ |
| 2026-07-03 | @yianisz | -0.20 | Agrees Meta compute scarcity is positive but says Meta could structurally compete with NBIS and CRWV later. | — | tweet ↗ |
| 2026-07-03 | @MMatters22596 | +0.30 | AI infrastructure stack basket with top picks by layer. | — | tweet ↗ |
| 2026-07-03 | @Lazarus_Capital | -0.33 | Argues CRWV could capture premium AI compute pricing from latest GPU rack systems and front-loaded deals. | — | tweet ↗ |
| 2026-07-03 | @Morecryptoonl | +0.00 | Elliott Wave question with no answered stance. | — | tweet ↗ |
| 2026-07-03 | @cleverhandeln | +0.25 | Discloses buying CEG for long-term portfolio and mentions near-buys in SPGI, CACI and CRWV. | — | tweet ↗ |
| 2026-07-03 | @mhmd7sn | +0.25 | Argues NeoCloud selloff after Meta may be overreaction, with long-term 2030 risks. | — | tweet ↗ |
| 2026-07-03 | @Morecryptoonl | +0.00 | Notes deep pullback meeting support but asks who controls next. | — | tweet ↗ |
| 2026-07-03 | @yasutaketin | +0.45 | Says cited material is especially bullish for CoreWeave. | — | tweet ↗ |
| 2026-07-03 | @Peregrino1708 | +0.45 | AI infrastructure names rally in Europe/Asia and author says fundamentals outlast bad trading days. | — | tweet ↗ |
| 2026-07-02 | @Stevendiaz | -0.50 | Discloses being out of IREN and prefers NBIS over CRWV due to fundamentals. | — | tweet ↗ |
| 2026-07-02 | @yasutaketin | +0.65 | Carefully averaged down into NBIS and CRWV over two days. — Author says they bought down into NBIS and CRWV over two days. | — | tweet ↗ |
| 2026-07-02 | @MikeJTrades | -0.50 | Recaps prior short signal and subsequent 28.32% decline. | — | tweet ↗ |
| 2026-07-02 | @bjmtweets | -0.35 | Argues Amazon will avoid neocloud rentals and favor Bedrock, Trainium, custom silicon, and its own data centers. | — | tweet ↗ |
| 2026-07-02 | @ZeekTyt | +0.45 | Argues Meta compute plans validate AI infra demand and create tailwinds for IREN, NBIS and CRWV. | — | tweet ↗ |
| 2026-07-02 | @TheValueist | +0.00 | Deep governance-negative analysis of IREN co-CEO compensation versus AI infrastructure peers. | — | tweet ↗ |
| 2026-07-02 | @Financhle | -0.60 | Says CoreWeave executives are dumping over $10M/day of CRWV stock. | — | tweet ↗ |
| 2026-07-02 | @UncleAlpha007 | +0.30 | Questions exploding neocloud pricing premiums and jokes about going 120% neoclouds. | — | tweet ↗ |
| 2026-07-02 | @Lazarus_Capital | -0.21 | Asks for investment into CRWV to save his bags, implying an existing long position. | — | tweet ↗ |
| 2026-07-02 | @TarekMM100 | -0.35 | CRWV hit 83 area; warns below 83 it can revisit 64. | — | tweet ↗ |
| 2026-07-02 | @Lazarus_Capital | -0.15 | Says people are bashing my META and CRWV, implying held positions. | — | tweet ↗ |
| 2026-07-02 | @JackFarley96 | -0.65 | Says Meta selling compute is not great news for CoreWeave. | — | tweet ↗ |
| 2026-07-02 | @twinsight_x | +0.30 | Trade recap lists completed options gains and stops across tickers. | — | tweet ↗ |
| 2026-07-02 | @BlueJay87476298 | -0.35 | SemiAnalysis warns neocloud risk is balance sheet, presold compute, debt, and contract visibility. | — | tweet ↗ |
| 2026-07-02 | @TheRonnieVShow | +0.25 | Watchlist of prices author is watching as deals. | — | tweet ↗ |
| 2026-07-02 | @Alleyesonmela1 | -0.35 | Says CRWV, NBIS and IREN are vulnerable and may see acquisition attempts. | — | tweet ↗ |
| 2026-07-02 | @conviction_meta | +0.55 | Detailed thesis that CRWV selloff is AI infra FUD despite Meta competition risk. | — | tweet ↗ |
| 2026-07-02 | @conviction_meta | +0.55 | CRWV has entered max bid zone at trendline. | — | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.