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小小tiger
06-02
$IBM(IBM)$
小小tiger
05-20
$Credo Technology Group Holding Ltd(CRDO)$
小小tiger
2025-04-02
CRWV
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","text":"$IBM(IBM)$","images":[{"img":"https://community-static.tradeup.com/news/1c42252e4cccd8c458c9270e0f354e3f","width":"1179","height":"724"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570864077608008","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":419792195875032,"gmtCreate":1743527798649,"gmtModify":1743528307484,"author":{"id":"4183760604869802","authorId":"4183760604869802","name":"小小tiger","avatar":"https://community-static.tradeup.com/news/6a39c551cbd8685ae8bbe1386fd10a26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4183760604869802","idStr":"4183760604869802"},"themes":[],"title":"","htmlText":"CRWV","listText":"CRWV","text":"CRWV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419792195875032","repostId":"1104475166","repostType":2,"repost":{"id":"1104475166","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1743523672,"share":"https://ttm.financial/m/news/1104475166?lang=en_US&edition=fundamental","pubTime":"2025-04-02 00:07","market":"us","language":"zh","title":"On the third day of listing, the counteroffensive started, and CoreWeave, the son of Nvidia, soared over 20% in intraday sessions","url":"https://stock-news.laohu8.com/highlight/detail?id=1104475166","media":"老虎资讯综合","summary":"上周五经历IPO首日破发，昨日收跌逾7%。","content":"<p><html><head></head><body>On Tuesday, CoreWeave, an artificial intelligence infrastructure provider known as \"Nvidia's own son\", pulled all the way up, rising more than 20% as of press time, \"recovering\" and surpassing the offering price ($40). The stock, which suffered its first IPO break on Friday, closed down more than 7% yesterday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f12904c28c79831a5308b864aa2cdd19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>As the earliest adopter of Nvidia's graphics processor (i.e. GPU) in the data center field, CoreWeave won the favor of Nvidia's venture capital department by stealing the wave of AI computing power resource demand in data centers, and even gave priority to Nvidia H100/H200 and Blackwell series AI GPUs with extremely strong demand, which once forced<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">Microsoft</a>Cloud service giants lease computing resources from CoreWeave, and they are happy to mention the title of \"Nvidia's son\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1068d030c3906d2d09c45844949a1ce8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: start;\">In terms of historical performance, CoreWeave achieved high performance growth during 2022 – 2024, with revenue of just $16 million in 2022, skyrocketing to $229 million in 2023 and exceeding $1.9 billion in 2024. Three-year compound growth exceeded 1,000 percent.</p><p><p style=\"text-align: justify;\">But in contrast, there were continuously widening losses, with net losses of $31 million, $594 million and $863 million, respectively. Adjusted net losses were controlled at $27 million, $45 million and $65 million. The company explained that these losses were mainly due to high-intensity data center construction expenditure and technology research and development investment.</p><p><p style=\"text-align: justify;\">CoreWeave's customer base is mainly divided into two categories, namely AI Natives (e.g. OpenAI, Mistral) vs. AI Enterprises (e.g. Microsoft, Meta, IBM).</p><p><p style=\"text-align: justify;\">However, the risks are also obvious-77% of the company's revenue in 2024 is contributed by the top two customers, with Microsoft alone accounting for 62%. Although the prospectus discloses that CoreWeave has signed a new agreement with OpenAI, and the future revenue proportion will tend to be dispersed, the current high dependence is still a key risk that investors need to pay attention to.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>On the third day of listing, the counteroffensive started, and CoreWeave, the son of Nvidia, soared over 20% in intraday sessions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOn the third day of listing, the counteroffensive started, and CoreWeave, the son of Nvidia, soared over 20% in intraday sessions\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-04-02 00:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, CoreWeave, an artificial intelligence infrastructure provider known as \"Nvidia's own son\", pulled all the way up, rising more than 20% as of press time, \"recovering\" and surpassing the offering price ($40). The stock, which suffered its first IPO break on Friday, closed down more than 7% yesterday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f12904c28c79831a5308b864aa2cdd19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>As the earliest adopter of Nvidia's graphics processor (i.e. GPU) in the data center field, CoreWeave won the favor of Nvidia's venture capital department by stealing the wave of AI computing power resource demand in data centers, and even gave priority to Nvidia H100/H200 and Blackwell series AI GPUs with extremely strong demand, which once forced<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">Microsoft</a>Cloud service giants lease computing resources from CoreWeave, and they are happy to mention the title of \"Nvidia's son\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1068d030c3906d2d09c45844949a1ce8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: start;\">In terms of historical performance, CoreWeave achieved high performance growth during 2022 – 2024, with revenue of just $16 million in 2022, skyrocketing to $229 million in 2023 and exceeding $1.9 billion in 2024. Three-year compound growth exceeded 1,000 percent.</p><p><p style=\"text-align: justify;\">But in contrast, there were continuously widening losses, with net losses of $31 million, $594 million and $863 million, respectively. Adjusted net losses were controlled at $27 million, $45 million and $65 million. The company explained that these losses were mainly due to high-intensity data center construction expenditure and technology research and development investment.</p><p><p style=\"text-align: justify;\">CoreWeave's customer base is mainly divided into two categories, namely AI Natives (e.g. OpenAI, Mistral) vs. AI Enterprises (e.g. Microsoft, Meta, IBM).</p><p><p style=\"text-align: justify;\">However, the risks are also obvious-77% of the company's revenue in 2024 is contributed by the top two customers, with Microsoft alone accounting for 62%. Although the prospectus discloses that CoreWeave has signed a new agreement with OpenAI, and the future revenue proportion will tend to be dispersed, the current high dependence is still a key risk that investors need to pay attention to.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0eb684af06ffc111758f250636394c9","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104475166","content_text":"周二，被称为“英伟达亲儿子”的人工智能基础设施供应商CoreWeave一路拉升，截至发稿涨幅超20%，“收复”并超越了发行价（40美元）。该股上周五经历IPO首日破发，昨日收跌逾7%。作为数据中心领域英伟达图形处理器(即GPU)的最早期采用者，CoreWeave凭借抢跑数据中心AI算力资源需求浪潮，喜获英伟达的风投部门青睐，甚至能够优先获得需求极度旺盛的英伟达H100/H200以及Blackwell系列AI GPU，曾迫使微软等云服务巨头向CoreWeave租赁算力资源，喜提“英伟达亲儿子”这一称号。历史业绩方面，CoreWeave在2022–2024年期间实现了高速业绩增长，2022年营收仅1600万美元，2023年暴涨至2.29亿美元，2024年突破19亿美元。三年复合增长超过1000%。但与之相对的是持续扩大的亏损，净亏分别为3100万美元、5.94亿美元和8.63亿美元。调整后净亏则控制在2700万美元、4500万美元和6500万美元。公司解释称，这些亏损主要源于高强度的数据中心建设支出和技术研发投入。CoreWeave的客户群体主要分为两类，即AI Natives（如OpenAI、Mistral）与AI Enterprises（如微软、Meta、IBM）。不过风险也显而易见——2024年公司77%的收入由前两大客户贡献，其中微软一家占比62%。虽然招股书披露CoreWeave已与OpenAI签署新协议，未来收入占比将趋于分散，但当前的高度依赖依旧是投资者需关注的关键风险。","news_type":1,"symbols_score_info":{"CRWV":1.1}},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}