L0 Event Field BUILT
Raw signal layer. Every event becomes a point in a 1,536-dimensional semantic space at the timestamp of its occurrence, with actors linked, source, relevance, and a data-quality flag.
adds Captures every news, filing, transcript, and social post naming CRWV, point-in-time, ready for upstream clustering.
today 737 events naming CRWV in the 132-day window where every layer has coverage (1,448 in the full L0 corpus). Sources: NewsAPI, Finnhub news + transcripts, Reddit, X-amplification, SEC filings.
events per day naming CRWV 737 total · peak 49 on 04-09
Peak day sample: “Meta expands CoreWeave deal with another $21B commitment”
Some gaps 14 of 132 days in this window had zero events for CRWV — longest gap 3 consecutive days. Some of this is real news quietness; some reflects pipeline gaps in Dec 2025 / Jan 2026 / early Feb 2026 (post-holiday weeks where fetch_today.py ran in degraded mode). A targeted gap backfill ran on 2026-05-18 to repair this; daily health checks were added downstream to prevent recurrence.
L1 Narrative Field BUILT / SHADOW VALIDATED
Events embed into a shared semantic space and cluster into coherent storms. Each storm has a stable ID that persists across days through F-002 lineage matching.
adds Places CRWV inside a named narrative each day — and tracks when its center of mass shifts to a different one.
today Primary cluster: “coreweave / earnings / vertiv” . Density (7d): 0.205 (momentum +0.024 , novelty 0.26 ). Cluster labels are auto-generated from the full event neighborhood — actor membership reflects shared AI-sector coverage, not exclusive company-specific coverage.
CRWV’s primary cluster over time 103 distinct clusters · 114 transitions
Colored band = primary cluster label. Line = semantic_density_7d. Cluster transitions are where the actor’s narrative center of mass shifted.
2026-01-02
Trump investment accounts for children
2d in this narrative
2026-02-10
Corporate filings and disclosures
5d in this narrative
2026-03-19
Marvell's AI-driven earnings expectations
2d in this narrative
2026-04-27
CoreWeave's $8.5B AI Financing Surge
3d in this narrative
L2 Expectation Field BUILT V1
Forward views per actor, embedded into the same semantic space and attached to their nearest L1 storm.
adds Turns CRWV's narrative position into a directional thesis with conviction — a daily forward expectation.
today Latest: bearish continuation at conviction 0.70 . “CoreWeave's trajectory indicates continued pressure, with negative confirmation persisting as the IPO narrative loses its grip. The stock's relative underperformance and negative NDS suggest further downside, as recent attempts to stabilize have failed to gain traction.”
CRWV’s daily expectation 130 days · direction = bar color · conviction = bar height
2025-11-24 · bearish_continuation · conv 0.75 — With the fading hype around the CoreWeave cloud IPO, the current negative confirmation state suggests continued downward pressure on the stock in the near term. The narrative is not translating into price support, indicating a likelihood of further selloff. 2025-11-25 · bearish_continuation · conv 0.75 — The fading IPO hype is likely to sustain negative momentum in the near term, with continued selloff expected as narratives fail to support price recovery. 2025-11-26 · bearish_continuation · conv 0.70 — The outlook for CRWV remains bearish as the fading IPO hype contributes to a confirming selloff. Continued negative sentiment in the sector suggests further downward pressure over the next couple of months. 2025-11-28 · bearish_continuation · conv 0.75 — The trajectory suggests ongoing negative confirmation, with fading IPO hype likely to lead to further downward pressure in the next couple of months. Selling momentum appears strong amidst a challenging narrative environment. 2025-12-01 · inflection_pending · conv 0.65 — The next 1-2 months may see CRWV's price stabilize as it navigates the fading IPO hype, possibly leading to a rebound if the narrative shifts positively. However, the current state of disagreement suggests volatility could persist. 2025-12-02 · bearish_continuation · conv 0.75 — The next couple of months are likely to see continued pressure on CRWV as the fading IPO hype compounds existing negative sentiment. The confirmation of the negative narrative suggests further declines may be expected. 2025-12-03 · mixed_rotational · conv 0.65 — The near-term outlook suggests potential volatility as the fading IPO hype contrasts with a price that is currently rejecting negative narratives. Expect fluctuations as market sentiment stabilizes. 2025-12-04 · mixed_rotational · conv 0.65 — Expect continued volatility as price rejects the negative narrative, but the fading IPO hype suggests cautious sentiment. Look for potential shifts in market perception over the next couple of months. 2025-12-05 · inflection_pending · conv 0.65 — The next 1-2 months may see continued volatility as the fading IPO hype creates uncertainty. Price action suggests a potential inflection point, but the negative narrative pressure remains significant. 2025-12-08 · inflection_pending · conv 0.65 — As of now, CRWV is navigating a period of disagreement with increasing narrative pressure. The fading IPO hype may lead to volatility, but the recent relative performance suggests potential for recovery if positive momentum builds. 2025-12-09 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market grapples with fading IPO hype, despite a recent relative strength against a negative narrative. A cautious approach is advisable as disagreements persist in market sentiment. 2025-12-10 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market grapples with fading IPO hype while the price shows resilience against negative narratives. A cautious approach is warranted as sentiment fluctuates. 2025-12-11 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued bearish pressure as the fading IPO hype and negative confirmation state suggest ongoing selloff dynamics. Price may struggle to regain momentum amidst a challenging narrative landscape. 2025-12-12 · bearish_continuation · conv 0.75 — Given the ongoing negative confirmation and fading narrative, CRWV is likely to experience further downward pressure in the next 1-2 months. The recent selloff confirms the market's skepticism about the sustainability of the IPO hype. 2025-12-15 · bearish_continuation · conv 0.75 — Given the persistent negative confirmation state and declining narrative strength, CRWV is likely to experience further price pressure in the coming months. The fading IPO hype indicates a lack of positive catalysts to reverse the current trend. 2025-12-16 · bearish_continuation · conv 0.75 — The trajectory indicates a continued selloff as the fading IPO hype fails to support price recovery. Expect further weakness in the coming months. 2025-12-17 · bearish_continuation · conv 0.75 — The structural picture indicates continued downward pressure, with the fading narrative likely leading to further selloff in the coming months. Negative confirmation suggests a lack of support for recovery. 2025-12-18 · bearish_continuation · conv 0.75 — Given the ongoing negative confirmation state and the lack of price recovery despite narrative support, CRWV is expected to continue facing downward pressure in the near term. The fading excitement around the CoreWeave cloud IPO suggests challenges ahead. 2025-12-19 · inflection_pending · conv 0.65 — The current state of disagreement suggests potential volatility in the near term, as the fading IPO hype may lead to further price fluctuations. However, the recent positive relative performance indicates some resilience. 2025-12-22 · inflection_pending · conv 0.65 — The current disagreement state suggests potential volatility in the near term, as the stock price navigates mixed signals from the fading IPO excitement. A cautious outlook is warranted as the trajectory indicates instability. 2025-12-23 · bearish_continuation · conv 0.70 — The next 1-2 months are likely to see continued pressure on CRWV as the negative narrative persists, despite some price resilience. A sustained disagreement state may lead to further declines in sentiment. 2025-12-24 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market weighs the fading IPO hype against the recent price resilience. A cautious stance is warranted as sentiment remains divided. 2025-12-26 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the narrative remains mixed. Price is rejecting the negative sentiment, suggesting potential resilience amidst fading IPO hype. 2025-12-29 · bearish_continuation · conv 0.80 — The next 1-2 months are likely to see continued bearish pressure as the narrative around CoreWeave's IPO hype fades and negative confirmation persists. Expect further declines unless a reversal in sentiment occurs. 2025-12-30 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see further declines as the negative confirmation state persists and the fading IPO hype weighs heavily on sentiment. The relative performance against the benchmark remains weak, indicating a challenging outlook. 2025-12-31 · bearish_continuation · conv 0.75 — Given the persistent negative confirmation state and fading narrative momentum, the outlook for CRWV remains bearish in the near term. The stock is likely to continue facing downward pressure as the IPO hype dissipates. 2026-01-02 · mixed_rotational · conv 0.65 — The stock is currently in a state of disagreement, indicating a potential for volatility in the near term. Given the fading IPO hype and recent negative confirmations, expect a mixed trajectory over the next couple of months as the market digests these shifts. 2026-01-05 · bearish_continuation · conv 0.80 — The ongoing negative confirmation state suggests a continued downward trajectory in the short term, as the fading hype around the CoreWeave IPO weighs on sentiment. Expect further selloff pressure as the narrative remains unfavorable. 2026-01-06 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market navigates mixed signals from the narrative and relative performance. A potential stabilization could occur if the price maintains its rejection of the negative narrative. 2026-01-07 · mixed_rotational · conv 0.65 — The structural picture suggests a continued tug-of-war between price and narrative, with a slight upward bias due to recent narrative improvement. However, the fading IPO hype and negative dislocation score indicate potential challenges ahead. 2026-01-08 · mixed_rotational · conv 0.65 — In the next 1-2 months, CRWV is likely to experience volatility as it navigates a mixed narrative landscape. The fading IPO hype may continue to weigh on sentiment, but recent price resilience suggests potential for stabilization. 2026-01-09 · bearish_continuation · conv 0.75 — The structural picture indicates persistent negative sentiment, with the narrative surrounding the IPO hype fading. Expect further price declines as confirmation of selloff trends continues. 2026-01-12 · bearish_continuation · conv 0.75 — The structural picture indicates continued price pressure as the negative narrative surrounding the fading IPO hype persists, despite some disagreement in recent data. Expect potential volatility but overall bearish sentiment in the next 1-2 months. 2026-01-13 · bearish_continuation · conv 0.70 — As narrative pressures mount and the IPO hype fades, CRWV is likely to experience continued price resistance in the near term. The negative dislocation score suggests further challenges ahead. 2026-01-14 · inflection_pending · conv 0.65 — The current structural picture indicates a potential inflection point as price trends remain unsettled amidst a fading IPO narrative. Expect volatility as market participants reassess sentiment in the coming months. 2026-01-15 · bearish_continuation · conv 0.80 — The structural picture suggests a bearish continuation as the negative narrative strengthens. Price is rejecting the fading hype around the CoreWeave cloud IPO, indicating potential further declines in the coming months. 2026-01-16 · mixed_rotational · conv 0.60 — The structural picture suggests continued disagreement in price action, with a potential for volatility as the fading IPO hype weighs on sentiment. Expect fluctuations influenced by broader market trends and sector performance over the next couple of months. 2026-01-20 · mixed_rotational · conv 0.40 — The next couple of months may see continued volatility as the market grapples with the fading excitement surrounding the CoreWeave cloud IPO. The current state suggests potential for both upward and downward movements based on evolving narratives. 2026-01-21 · bearish_continuation · conv 0.70 — The structural picture indicates ongoing price rejection of the negative narrative, but with fading IPO hype, expect continued pressure in the near term. A bearish trend is likely with potential for further dislocation. 2026-01-22 · mixed_rotational · conv 0.60 — The next 1-2 months may see continued price volatility as the narrative around CoreWeave remains mixed, with price showing some resilience against negative sentiment. The fading IPO hype may create further uncertainty. 2026-01-23 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued pressure on CRWV as the fading IPO hype and negative confirmation state suggest further declines. The narrative indicates a lack of investor confidence, aligning with broader sector selloff trends. 2026-01-26 · bearish_continuation · conv 0.75 — Given the persistent negative confirmation and the fading narrative surrounding the CoreWeave cloud IPO, we expect continued downward pressure on CRWV's price over the next 1-2 months. The recent trajectory reflects a lack of positive momentum, suggesting further selloff may occu 2026-01-27 · mixed_rotational · conv 0.65 — The recent trajectory indicates a mixed outlook, with price rejecting negative narratives but facing fading IPO hype. Expect potential volatility as the market digests these conflicting signals. 2026-01-28 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market grapples with mixed signals from the fading IPO hype and the current disagreement state. A cautious approach is warranted as price movements may reflect broader sector trends. 2026-01-29 · mixed_rotational · conv 0.65 — The current state of disagreement reflects uncertainty in the market, suggesting limited upward momentum in the near term. Price may continue to oscillate as narrative pressures and peer context influence sentiment. 2026-01-30 · bearish_continuation · conv 0.70 — The next 1-2 months are likely to see continued downward pressure as the fading IPO hype and negative confirmation signal persist. The narrative is not translating into price support, suggesting further selloff risk. 2026-02-02 · bearish_continuation · conv 0.75 — Given the ongoing negative confirmation and strong narrative pressures, CRWV is likely to continue facing downward price pressure in the near term. The fading hype around the CoreWeave cloud IPO adds to the bearish outlook. 2026-02-03 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued downward pressure on CRWV as the fading excitement surrounding its IPO fails to translate into positive price movement, compounded by a broader selloff in the software sector. 2026-02-04 · bearish_continuation · conv 0.75 — With a negative confirmation state and a significant relative decline, CRWV is likely to continue facing downward pressure in the near term. The fading narrative surrounding the CoreWeave cloud IPO further compounds bearish sentiment. 2026-02-05 · bearish_continuation · conv 0.75 — With the fading IPO hype and persistent negative confirmation, CRWV is likely to experience continued downward pressure over the next couple of months. The narrative surrounding AI disruption in software is further compounding this trend. 2026-02-06 · bearish_continuation · conv 0.80 — Given the persistent negative confirmation and fading narrative, CRWV is likely to face continued downward pressure in the near term. The broader market context suggests that growth software stocks are struggling overall. 2026-02-09 · mixed_rotational · conv 0.65 — The stock is currently in a state of disagreement, indicating mixed signals as the fading IPO hype continues to weigh on sentiment. Expect potential volatility in the near term as the market assesses the sustainability of recent price increases against a backdrop of negative narr 2026-02-10 · inflection_pending · conv 0.65 — In the next 1-2 months, CRWV may experience volatility as the market wrestles with the fading IPO hype and current disagreement in narrative. A cautious approach is warranted until clearer trends emerge. 2026-02-11 · bearish_continuation · conv 0.70 — In the next 1-2 months, CRWV is likely to continue facing downward pressure as negative narratives around the fading IPO hype persist. The disagreement state suggests a lack of strong conviction from the market, which could lead to further volatility. 2026-02-12 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued pressure on CRWV as the fading IPO hype weighs on sentiment. The recent negative dislocation score indicates significant challenges ahead. 2026-02-13 · mixed_rotational · conv 0.60 — The next 1-2 months may see continued volatility as the market digests the fading IPO hype, but price action shows resistance to negative narratives. A mixed trajectory is likely as investors weigh growth potential against current sentiment. 2026-02-17 · bearish_continuation · conv 0.75 — With the current negative confirmation state and fading IPO hype, CRWV is likely to continue facing selling pressure in the near term. The trajectory suggests a challenging environment for recovery as sentiment remains low. 2026-02-18 · bearish_continuation · conv 0.75 — The persistent negative confirmation state suggests continued selling pressure in the near term, with the fading IPO hype likely to weigh on performance. Expect challenges in regaining upward momentum over the next couple of months. 2026-02-19 · mixed_rotational · conv 0.65 — The next couple of months may see continued volatility as the fading IPO hype creates uncertainty. The current disagreement state indicates that the price may struggle to find a clear direction. 2026-02-20 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued downward pressure as the negative confirmation state persists, indicating a selloff in response to fading IPO hype. Expect further challenges in regaining positive momentum. 2026-02-23 · bearish_continuation · conv 0.70 — The next 1-2 months are likely to see continued downward pressure as the fading IPO hype exacerbates negative sentiment in the growth software sector. Expect further selloff confirmation as narrative challenges persist. 2026-02-24 · mixed_rotational · conv 0.65 — The near-term outlook suggests potential volatility as the narrative surrounding CoreWeave's cloud IPO hype continues to dissipate, leading to mixed signals in the market. The recent disagreement in price action indicates a struggle to find direction amidst a backdrop of declinin 2026-02-25 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued bearish pressure as the selloff aligns with negative confirmation signals and fading hype around the CoreWeave cloud IPO. A recovery appears unlikely given the current narrative and trajectory. 2026-02-26 · bearish_continuation · conv 0.75 — The outlook remains negative as the selloff confirms the fading IPO hype, with a persistent narrative dislocation. Expect further downward pressure in the coming months unless significant changes occur. 2026-02-27 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued bearish pressure as the fading IPO hype reinforces negative sentiment and confirms the ongoing selloff. The lack of positive momentum suggests further declines could be expected. 2026-03-02 · bearish_continuation · conv 0.75 — The trajectory suggests a continuation of negative sentiment, with the fading IPO hype likely leading to further price declines. Expect persistent downward pressure in the next couple of months. 2026-03-03 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued pressure on CRWV as the negative confirmation state persists alongside a deteriorating narrative. Expect further declines as the fading IPO excitement weighs on investor sentiment. 2026-03-04 · bearish_continuation · conv 0.75 — The negative confirmation state indicates a strong selloff trend, likely continuing as the IPO hype fades. Expect further downward pressure on price in the coming months. 2026-03-05 · bearish_continuation · conv 0.75 — The persistent negative confirmation state suggests that the downward trajectory is likely to continue in the near term. With fading IPO hype and a significant relative underperformance, further selloff may be expected. 2026-03-06 · bearish_continuation · conv 0.80 — The structural picture indicates a sustained negative confirmation state, suggesting further downward pressure in the coming months as the IPO hype continues to fade. A lack of positive narrative shifts reinforces a bearish outlook. 2026-03-09 · bearish_continuation · conv 0.80 — The structural picture indicates continued negative confirmation, suggesting further price decline in the coming months. The fading IPO hype is likely to weigh heavily on investor sentiment. 2026-03-10 · bearish_continuation · conv 0.75 — The structural picture suggests ongoing bearish momentum in the next 1-2 months, with negative confirmation likely persisting as the IPO hype fades. Expect potential further declines as the narrative solidifies. 2026-03-11 · mixed_rotational · conv 0.65 — The current state of disagreement suggests potential volatility ahead, with price movements reflecting a rejection of prevailing negative narratives. However, the fading IPO hype indicates caution in the growth software sector. 2026-03-12 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the fading IPO hype clashes with a resilient price rejection of negative narratives. Market sentiment remains fragile but the recent disagreement state indicates potential for stabilization. 2026-03-13 · mixed_rotational · conv 0.65 — The structural picture suggests a challenging environment with fading IPO hype, but recent price action shows some resistance. Expect fluctuations in the near term as the market grapples with mixed signals. 2026-03-16 · mixed_rotational · conv 0.65 — The current state of disagreement suggests potential volatility in the near term, as the fading IPO hype could lead to price fluctuations. However, the recent positive relative return indicates some resilience that may stabilize performance. 2026-03-17 · mixed_rotational · conv 0.65 — In the next 1-2 months, CRWV is likely to experience volatility as the fading IPO hype creates uncertainty. The current disagreement in narrative suggests potential for both upward and downward movements depending on market sentiment. 2026-03-18 · inflection_pending · conv 0.65 — As of now, CRWV is in a state of disagreement, indicating a potential inflection point. The fading IPO hype and mixed narratives suggest volatility in the near term, but the slight positive relative return offers some resilience. 2026-03-19 · bearish_continuation · conv 0.80 — With a negative confirmation state and a declining narrative score, CRWV is likely to face continued downward pressure in the near term as the IPO hype fades further. Expect a challenging environment as selloff trends persist. 2026-03-20 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market grapples with conflicting narratives, particularly with the fading IPO hype. The price is currently rejecting negative sentiment, indicating potential for stabilization or gradual recovery. 2026-03-23 · bearish_continuation · conv 0.75 — The ongoing negative confirmation state suggests a sustained downward trajectory in the near term, driven by fading IPO hype and weak narrative support. Expect further pressure as selling momentum persists. 2026-03-24 · inflection_pending · conv 0.65 — The recent disagreement state suggests potential for volatility as the fading IPO hype contrasts with a mild price resilience. Watch for a possible shift in narrative direction in the coming months. 2026-03-25 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued price volatility as the fading IPO hype contrasts with a negative narrative backdrop. A potential rebound is plausible if structural dislocation resolves favorably. 2026-03-26 · mixed_rotational · conv 0.65 — The fading hype around CoreWeave's cloud IPO suggests a mixed outlook, with price resilience against negative narratives. Expect volatility as the market reassesses growth potential amid sector-wide pressures. 2026-03-27 · bearish_continuation · conv 0.75 — The trajectory suggests a continuation of the bearish sentiment as the fading IPO hype weighs on performance. Expect further price challenges in the coming months as negative confirmation persists. 2026-03-30 · bearish_continuation · conv 0.75 — The structural picture suggests continued downward pressure, with the negative confirmation state indicating that the fading narrative around the CoreWeave cloud IPO is likely to persist. Expect further price declines in the coming months as market sentiment remains weak. 2026-03-31 · bearish_continuation · conv 0.75 — Given the persistent negative confirmation state and fading IPO hype, CRWV is likely to experience continued downward pressure in the near term. The trajectory suggests a lack of recovery amidst a challenging narrative environment. 2026-04-01 · bearish_continuation · conv 0.75 — Given the persistent negative confirmation and fading narrative around the CoreWeave cloud IPO, CRWV is likely to continue experiencing downward pressure in the near term. A further decline in price can be anticipated as the negative sentiment consolidates. 2026-04-02 · bearish_continuation · conv 0.80 — Given the persistent negative confirmation state, CRWV is likely to face continued selling pressure in the near term. The fading IPO hype and ongoing narrative challenges suggest further declines may be expected. 2026-04-06 · inflection_pending · conv 0.65 — The trajectory suggests a precarious balance as price action shows disagreement with the fading narrative. A potential stabilization or reversal may occur in the coming months if positive sentiment can be regained. 2026-04-07 · inflection_pending · conv 0.65 — The current state of disagreement coupled with a significant negative narrative dislocation suggests potential volatility in the near term. Market sentiment may shift as the fading IPO hype continues to impact investor confidence. 2026-04-08 · bearish_continuation · conv 0.70 — The structural picture indicates continued downward pressure on CRWV's price, with narrative divergence suggesting that the fading IPO hype may not support recovery. Expect potential challenges in the coming months. 2026-04-09 · bearish_continuation · conv 0.75 — The structural picture suggests continued price pressure as the fading IPO hype does not align with robust narrative support. Expect further divergence between narrative and price performance in the near term. 2026-04-10 · bearish_continuation · conv 0.75 — The fading IPO hype and negative narrative pressure suggest continued downward price pressure in the coming months. A strong divergence from peers indicates potential challenges ahead, despite the recent positive relative performance. 2026-04-13 · bearish_continuation · conv 0.75 — The trajectory suggests ongoing price rejection of the negative narrative, but the substantial narrative dislocation indicates significant downward pressure. Expect continued volatility with bearish tendencies in the near term. 2026-04-14 · bearish_continuation · conv 0.75 — The structural picture indicates continued price rejection of negative narratives, but the fading IPO hype suggests further downward pressure in the next 1-2 months. Expect oscillation within the current disagreement state. 2026-04-15 · bearish_continuation · conv 0.70 — The upcoming months are likely to see continued pressure on CRWV as the negative narrative surrounding the fading IPO hype persists, despite signs of price resilience. A bearish trend is expected to dominate as the market reassesses growth prospects. 2026-04-16 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market grapples with the fading IPO hype. Price action suggests a potential rejection of negative narratives, but significant headwinds remain. 2026-04-17 · mixed_rotational · conv 0.65 — The next couple of months may see continued volatility as CRWV navigates mixed market sentiment and a fading IPO narrative. However, recent price action suggests a potential for stabilization amidst disagreement in market dynamics. 2026-04-20 · bearish_continuation · conv 0.80 — The negative confirmation state indicates a strong likelihood of continued weakness in the coming months, with pressures from the fading IPO hype. Expect further selloff as the narrative settles. 2026-04-21 · bearish_continuation · conv 0.75 — The current structural state indicates a persistent negative confirmation, suggesting continued downward pressure on CRWV as the fading IPO hype weighs heavily on sentiment. Expect further challenges in the coming months as the narrative struggles to gain traction. 2026-04-22 · bearish_continuation · conv 0.80 — Given the persistent negative confirmation and fading IPO hype, CRWV is likely to continue facing downward pressure in the coming months. The narrative surrounding its growth potential remains unconvincing to the market. 2026-04-23 · bearish_continuation · conv 0.80 — The next 1-2 months are likely to see continued downward pressure as the negative confirmation state persists, with narrative strength failing to uplift price. The ongoing selloff indicates a lack of investor confidence in the current story. 2026-04-24 · bearish_continuation · conv 0.75 — The outlook for CRWV remains bearish as the negative confirmation state persists, indicating ongoing selloff pressure. The fading IPO hype suggests continued challenges in regaining positive momentum over the next couple of months. 2026-04-27 · bearish_continuation · conv 0.80 — The structural picture indicates ongoing challenges for CRWV, with price pressure expected to persist in the near term. The fading IPO hype and negative narrative confirmation suggest a continuation of the current downtrend. 2026-04-28 · bearish_continuation · conv 0.80 — With persistent negative confirmation and a significant drop in relative performance, CRWV is likely to continue facing downward pressure in the near term as the fading IPO hype weighs on sentiment. 2026-04-29 · bearish_continuation · conv 0.80 — The structural picture indicates ongoing bearish pressure, with negative confirmation reinforcing the fading IPO hype narrative. Expect continued challenges in price recovery over the next couple of months. 2026-04-30 · bearish_continuation · conv 0.75 — The structural picture indicates ongoing bearish momentum, with consistent negative confirmation and declining relative performance. Expect further selloff pressure in the near term as market sentiment remains weak. 2026-05-01 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued volatility as the market grapples with fading IPO hype and a mixed narrative backdrop. Price action is likely to remain choppy as the sector experiences broader disagreements. 2026-05-04 · mixed_rotational · conv 0.60 — The current disagreement state suggests a volatile period ahead, with potential for price fluctuations as the fading IPO hype impacts sentiment. Expect a mixed trajectory as market reactions stabilize. 2026-05-05 · bearish_continuation · conv 0.75 — The fading IPO hype for CoreWeave is likely to continue weighing on price, despite recent relative strength. The negative narrative alignment suggests a challenging environment ahead. 2026-05-06 · bearish_continuation · conv 0.80 — The trajectory suggests ongoing price pressure as the fading IPO hype is not translating into sustained positive price movement. Expect continued resistance in the near term. 2026-05-07 · bearish_continuation · conv 0.70 — Given the fading IPO hype and persistent negative narrative divergence, CRWV is likely to face continued price pressure in the coming months. The structural disagreement indicates a challenging environment for upward momentum. 2026-05-08 · bearish_continuation · conv 0.75 — With a negative confirmation state and a significant relative decline, CRWV is likely to continue facing downward pressure in the near term as the fading IPO hype weighs on investor sentiment. 2026-05-11 · bearish_continuation · conv 0.80 — The next 1-2 months are likely to see continued price weakness as the fading IPO hype compounds the negative sentiment in the growth software sector. The persistent negative confirmation signals suggest limited upside potential in the near term. 2026-05-12 · bearish_continuation · conv 0.80 — The outlook remains negative as the selloff confirms the fading narrative around CoreWeave's IPO hype. Price declines are expected to continue in the near term. 2026-05-13 · bearish_continuation · conv 0.80 — With ongoing negative confirmation and a fading IPO narrative, CRWV is likely to experience sustained downward pressure in the coming months. The selloff trend is expected to persist as market sentiment remains bearish. 2026-05-14 · bearish_continuation · conv 0.80 — The structural picture indicates ongoing price pressure, with the negative confirmation state suggesting further declines in the near term. The fading narrative surrounding CoreWeave's IPO is unlikely to support recovery. 2026-05-15 · bearish_continuation · conv 0.75 — The outlook remains negative with consistent confirmation of the bearish narrative. Price is likely to continue facing downward pressure as the IPO hype fades. 2026-05-18 · bearish_continuation · conv 0.80 — Given the persistent negative confirmation state and declining narrative power, CRWV is likely to continue facing downward pressure in the coming months. The fading excitement around its IPO suggests limited upside potential. 2026-05-19 · bearish_continuation · conv 0.70 — CoreWeave's narrative around its cloud IPO is losing steam, as reflected in its persistent negative price action despite a positive narrative dislocation score. The company has been stuck in a NEG_CONFIRMATION state, with a narrative that remains strong but is not translating int 2026-05-20 · bearish_continuation · conv 0.70 — CoreWeave is likely to continue its downward trajectory as the initial excitement surrounding its cloud IPO diminishes. The persistent negative confirmation state suggests that the narrative is failing to translate into positive price action, with the stock underperforming the br 2026-05-21 · bearish_continuation · conv 0.70 — CoreWeave's IPO hype is waning, as evidenced by its persistent negative confirmation state. Despite a strong narrative, price performance lags significantly, with a negative relative return of -8.8%. Given the consistent failure to convert narrative strength into price gains, fur 2026-05-24 · bearish_continuation · conv 0.70 — CoreWeave is likely to continue its downward trajectory as the initial IPO excitement wanes. The narrative remains strong, but it is not translating into price performance, as evidenced by the persistent negative relative return and NDS. Without a catalyst to reignite interest, f 2026-05-25 · bearish_continuation · conv 0.80 — CoreWeave is likely to continue its downward trajectory as the initial excitement surrounding its cloud IPO fades. The persistent negative confirmation state suggests that the market is aligning more closely with the diminishing narrative, as evidenced by the steadily negative ND 2026-05-26 · bearish_continuation · conv 0.70 — CoreWeave's narrative hype around its cloud IPO is fading, with the stock continuing its negative trajectory. The narrative dislocation score remains negative, indicating the price is leading the narrative downward. The lack of narrative support suggests further price declines ar 2026-05-28 · bearish_continuation · conv 0.70 — CoreWeave's recent selloff confirms the fading IPO hype, with price continually leading the narrative as reflected by a negative NDS. The company's relative return has been consistently below the broad tape, indicating a lack of investor confidence. As the narrative score remains 2026-05-29 · bearish_continuation · conv 0.70 — CoreWeave's narrative dislocation score remains negative, indicating that the market is reacting more strongly to the fading IPO hype than any underlying growth potential. This bearish sentiment is likely to persist in the near term, with the company's relative return barely abov 2026-05-31 · mixed_rotational · conv 0.60 — CoreWeave's stock is currently in a state of disagreement, with the price rejecting the negative narrative that has been fading since the IPO. Despite the fading hype, the stock has shown relative resilience, outperforming the broader market by 2.4%. This suggests a potential for 2026-06-01 · bearish_continuation · conv 0.70 — CoreWeave's trajectory indicates continued pressure, with negative confirmation persisting as the IPO narrative loses its grip. The stock's relative underperformance and negative NDS suggest further downside, as recent attempts to stabilize have failed to gain traction. Each bar = one day’s forward expectation. Green = bullish, red = bearish, grey = neutral. Bar height = model conviction at parse time (not a calibrated probability).
2025-11-24 FIRST
bearish cont. 0.75
“With the fading hype around the CoreWeave cloud IPO, the current negative confirmation state suggests continued downward pressure on the stock in the near term. The narrative is not translating into price support, indicating a likelihood of further selloff.”
2026-01-02
mixed rot. 0.65
“The stock is currently in a state of disagreement, indicating a potential for volatility in the near term. Given the fading IPO hype and recent negative confirmations, expect a mixed trajectory over the next couple of months as the market digests these shifts.”
2026-02-10
inflect. pending 0.65
“In the next 1-2 months, CRWV may experience volatility as the market wrestles with the fading IPO hype and current disagreement in narrative. A cautious approach is warranted until clearer trends emerge.”
2026-03-19
bearish cont. 0.80
“With a negative confirmation state and a declining narrative score, CRWV is likely to face continued downward pressure in the near term as the IPO hype fades further. Expect a challenging environment as selloff trends persist.”
2026-04-27
bearish cont. 0.80
“The structural picture indicates ongoing challenges for CRWV, with price pressure expected to persist in the near term. The fading IPO hype and negative narrative confirmation suggest a continuation of the current downtrend.”
2026-06-01 TODAY
bearish cont. 0.70
“CoreWeave's trajectory indicates continued pressure, with negative confirmation persisting as the IPO narrative loses its grip. The stock's relative underperformance and negative NDS suggest further downside, as recent attempts to stabilize have failed to gain traction.”
L3 Expectation Lifecycle Field BUILT V1
Each (actor, theme, direction-sign) is a persistent thesis tracked through typed lifecycle events: born / strengthened / weakened / contradicted / retired.
adds Turns CRWV's daily expectation summaries into a memory system. Theses you can follow for weeks, not snapshots that vanish overnight.
today 79 theses tracked over the window; 3 active today, 0 persistent (≥3 daily versions). Lifecycle events: born 79 · strengthened 1 · weakened 1 · contradicted 0 · retired 82.
CRWV’s expectation theses 19 theses shown · 79 total
─ Insider confidence in growth stocks
─ CoreWeave earnings volatility and outlook
↓ CoreWeave's volatile AI investment outlook
─ Corporate filings and disclosures
↓ CoreWeave stock analysis and outlook
↓ Earnings season and stock evaluations
↓ CoreWeave's AI-driven investment surge
↓ Marvell's AI-driven earnings expectations
↓ CoreWeave financing challenges and outlook
─ ETFs and investment strategies analysis
─ CoreWeave financing challenges and outlook
↓ Earnings season insights and stock analysis
↓ Analyst Ratings and Price Target Adjustments
─ Earnings season insights and stock analysis
↓ CoreWeave's $8.5B AI Financing Surge
↓ CoreWeave's landmark AI financing deal
↓ Energy sector growth and challenges
↓ CoreWeave's AI Infrastructure Momentum
↓ CoreWeave growth and valuation dynamics
● born▲ strengthened▼ weakened✕ contradicted○ retired
2026-01-02
1 active thesis
2026-02-10
1 active thesis
2026-03-19
1 active thesis
2026-04-27
2 active theses
L4 Performance Field BUILT V1
Slices expectations into regions of (theme × direction) and asks, for each, whether forward returns relative to QQQ moved in the predicted direction. 5d / 10d / 20d horizons. Walk-forward — every observation uses only information available on its date.
adds Closes the loop. Realized outcomes calibrate which regions of the field actually pay.
today System-wide: 65 public regions (73 limited, 343 insufficient) across 2,377 signed observations. All-expectations baseline runs 48% at 5d / 50% at 20d — close to chance overall, with edge concentrated in specific regions. 14 public regions are flagged inverted (corpus hit ≤ 30%); the operating layer reads them as contrarian. CRWV appears in 12 public regions and 12 limited, including 2 inverted.
CRWV appears in 51 signed regions · showing top 6 by n_obs
theme · direction sample 5d hit 20d hit actors
↓ Arista Networks growth and valuation analysis
n=48
54% (+6pp)
63% (+13pp)
16
↓ Earnings season insights and stock analysis
n=46
43% (-4pp)
76% (+27pp)
15
↓ Market highs amid geopolitical tensions
n=27
56% (+8pp)
82% (+32pp)
13
↓ Corporate filings and disclosures
n=25
52% (+4pp)
36% (-14pp)
14
↓ Constellation Energy stock performance analysis
n=20
70% (+22pp)
45% (-5pp)
11
↓ Insider confidence in growth stocks
n=17
53% (+5pp)
88% (+39pp)
7
Hit rate = share of forward returns that moved in the predicted direction relative to QQQ. Delta vs the all-expectations baseline (48% at 5d, 50% at 20d). Green ≥ +10pp · red ≤ −10pp. Tiers: n ≥ 10 public, n 5–9 limited (shown with caveat), n < 5 insufficient (hit rate suppressed). INV badge: region flagged inverted (corpus hit_5d ≤ 30% on public tier); operating layer reads the contrarian direction (strike-through glyph shows the original L2 read, second glyph shows the effective direction).