CoreWeave
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 9, 2026 by Jeremy Eliahu-Ontiveros · said 9 times in 2 episodes since 2026 · across every show →
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brought up most by Jeremy Eliahu-Ontiveros (7), Ian Rountree (2)
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2026 9 mentions in 2 episodes 5 per episode
Everything said about CoreWeave, oldest first
Jul 9, 2026 neutral
Eliahu-Ontiveros: CoreWeave's contracted power plateaued at 3.5 GW since Q3 2025
“CoreWeave, they have, you know, three and a half gigawatts of contracted power. Contracted for that means signed leases for the most part, some self-built, mostly signed leases with third parties. And what you saw was that this number was about, if I remember …”
Jul 9, 2026 bearish
Eliahu-Ontiveros: CoreWeave Lacks Credit Profile to Lease a Gigawatt of Capacity
“For a company like CoreWeave if they wanted to build a gigawatt of data center capacity, or most likely to lease it, that would be more, more likely for them. They're just not going to be able to do that. They don't have the credit profile to do that.”