2025-12-08 16:20:51

#数字货币市场洞察 GPU cloud computing service provider CoreWeave's stock price is under pressure, falling by 8%. The company recently announced a $2 billion convertible bond financing, with a bond term of 6 years (maturing in 2031), a coupon rate set between 1.5% and 2%, and a conversion premium range of 20% to 30%.

Interestingly, this company, which is highly sought after in the AI computing power sector, has not performed as well as expected after its IPO. Looking back at the stock price trend over the past six months, the cumulative decline has already approached the 50% mark. Whether this financing measure can inject new growth momentum into the company still needs time to be verified.

Currently, the demand for infrastructure in the Web3 and AI sectors continues to grow, but the secondary market's expectations for such companies are clearly being adjusted. Investors seem to be more concerned about actual revenue performance rather than purely market prospects.

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GasGuzzler

· 4h ago

CoreWeave's recent fundraising round is a bit rushed, and the low interest rates make it seem like they are actually lacking funds. A 50% drop in half a year is really hard to bear; even if computing power is hot, real cash is still necessary. Wait, a 6-year convertible bond... 2031? That gambling nature is a bit strong. Raising 2 billion USD but unable to boost the stock price indicates that the market simply no longer believes this narrative. GPU computing power is a necessity, but that doesn't mean it warrants a high valuation—this is a hurdle that the industry currently can't quite grasp.

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GasGuzzler

· 6h ago

Half a year down 50%? Is this still called "hot"? --- It's again convertible bonds, a typical sign that there are no more financing tricks up the sleeve. --- Basically, the story no longer sells; now everyone is looking at the actual data. --- GPu computing power is so popular that it can drop like this, how disappointing. --- With a coupon rate of 1.5-2% and a 6-year wait, investors are really betting on AI out of hope. --- Web3 infrastructure demand is growing, but company financial reports haven't kept up, no wonder the secondary market is so cold. --- Stop with these financing tricks; if there was real potential, it should have already risen.

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DisillusiionOracle

· 12-09 09:36

Raising funds even after such a drop, must be really desperate for cash. --- As soon as the IPO honeymoon is over, it goes right back to its original state. This routine is all too familiar. --- 1.5% coupon rate? The investors must be asleep. --- How can the computing power concept be so hot yet still drop 50%? If you don't see the problem, that's on you. --- A truly profitable business doesn't need to scramble for financing like this. --- It matures in 6 years, and there are plenty of people losing sleep over this piece of paper. --- Web3 infrastructure has high demand but weak profitability—that's just the reality. --- A 30% conversion premium? The market is saying you're not worth it. --- Another round of the old "great outlook, poor financials" story.

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MissedAirdropBro

· 12-08 16:45

Down 50% in six months? That’s the lesson the market teaches. No matter how much AI computing power is hyped, you still have to look at actual revenue. Can raising 2 billion really be a lifesaver? So much for promised infrastructure demand—turns out it still can’t escape the curse of valuation cuts.

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ApeWithNoFear

· 12-08 16:45

Down 50% in half a year, that’s just ridiculous. They already cashed out a round of IPO retail investors and still haven’t recovered. This stock raised 2 billion—how much interest do they have to pay? Is it really worth it? The demand for computing power is real, but who still believes these companies’ stories now? Fundamentals are what really matter. To be honest, this whole CoreWeave thing feels rushed, like they’re desperately trying to prop up the valuation. Financing isn’t a cure-all—you have to look at how much actual profit they can make.

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ApeShotFirst

· 12-08 16:42

It's already close to being halved and they're still telling stories, this is hilarious. The hype before the IPO was deafening, but now the market isn't buying it. Can raising 2 billion really save them? To me, it just looks more and more like they're just trying to prolong their survival... The demand for computing power is real, but if you can't make money, it's all pointless, bro.

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BearMarketLightning

· 12-08 16:34

CoreWeave is really dropping the ball this time. They even have to rely on convertible bonds to bail out their financing? Down 50% within six months of IPO—who can handle that? What happened to the promised rigid demand for AI computing power? Why is the secondary market so unimpressed? I guess the fundraising is just to stay alive. Looks like it's time for another concept stock to be exposed.

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DevChive

· 12-08 16:29

50% drop? CoreWeave is experiencing a textbook-level post-IPO plunge. Even the $2 billion convertible bond financing can't save it... AI computing power demand is real, but the hype and actual profitability are two completely different things. Investors are much savvier now. Seriously, just hyping up a trend isn’t enough—you need to look at real revenue numbers. The IPO halo fades fast—it only takes a year...

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BrokenYield

· 12-08 16:26

lmao 50% drawdown in 6 months and they're still doing convertible debt? that's giving "we need cash yesterday" energy... the 1.5-2% coupon is basically free money in this rate environment but those conversion premiums? classic dilution play wrapped in fiduciary language

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