Elixir

Do not trade options

[Elixir @ElixirReserve]

Platinum Bottom $CRWV

[Irrational Analysis @insane_analyst]

$CRWV: Platinum Dogshit

[Elixir @ElixirReserve]

Lmao $SPY

[Elixir @ElixirReserve]

Flood social media with bond scares & math, what 99% of us don’t understand, then proceed to buy the dip $CRWV

[unusual_whales @unusual_whales]

Someone just traded $14.9 million in CoreWeave, $CRWV, calls, a single trade that dominated the stock’s options activity today.

Contract: $80 calls expiring Sept. 17, 2027

Printed as a cross, so there’s no clear sign whether it was a buy or a sale

[Elixir @ElixirReserve]

@thekriskay

[Kris Kay | 🎲 444 Capital @thekriskay]

let me make this clear,

Elon said SpaceX’s neocloud biz to end next year at $500b -$1 trillion ARR.

This is him saying OpenAI & Anthropic will grow their revenues even more.

Infra stocks are cheap.

Long neo clouds

[junkbondinvestor @junkbondinvest]

Lots of hot takes on $CRWV's bonds lately. Most of them are either wrong or focused on the wrong things.

Here are the 8 biggest misconceptions about CoreWeave’s credit:

https://t.co/UPXb9wrBR1

[Elixir @ElixirReserve]

@dan0301111356 @anti_gyro_ I am a human, some of you are so far fetched it’s scary

[Elixir @ElixirReserve]

@thekriskay “It’s going lower” trust me bro

[Elixir @ElixirReserve]

@amitisinvesting Unbelievable reach

[Elixir @ElixirReserve]

@insane_analyst Sorry to hear, thanks for the engagement!

[Elixir @ElixirReserve]

No shame, spams your feed with “platinum dogshit” only to lose money & be mad $CRWV

[Irrational Analysis @insane_analyst]

Only lost $1K but still mad.

[P Equity Research 📰 @pequityresearch]

Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech.

$SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL

[Elixir @ElixirReserve]

@pequityresearch Thank you

[Elixir @ElixirReserve]

“98% of $CRWV revenue is contracted with hyperscalers at under $2 hr”

Blatant misinformation

[Roger @rdd147]

98% of $CRWV revenue is contracted with hyperscalers at under $2 hr.

2% of revenue is spot/reserved at $3.50-$4.00 / hr

$NBIS $CRWV $IREN could announce a 400% increase in reserved pricing of GPU capacity and it wouldn’t mean a thing for the companies revenue because absolutely nobody is using the service to begin with. GPU rental price tracking is worthless.

[Elixir @ElixirReserve]

@RHouseResearch @BenBajarin Mind games

[Rittenhouse Research @RHouseResearch]

@carlquintanilla @CNBC Carl would it kill you to ask yourself if the “Gartner” analyst claiming this has any incentive to push this specific narrative?

[Elixir @ElixirReserve]

@bubbleboi Bottom

[Elixir @ElixirReserve]

@jimcramer Jim, thank you for saving $CRWV & the neocloud trade

[Elixir @ElixirReserve]

@VincentAuGondor Christmas

[Elixir @ElixirReserve]

@mcm_ct_usa Buy the dip = you’re a psychopath

Buy the top = you’re a psychopath

What is your point?