CoreWeave Suspected of Shorting Storage Chips
TiernanRayTech · x · 2026-07-16
A report by Reuters journalist Max Cherney sparked discussions on whether CoreWeave is shorting the storage chip market. Market speculation suggests CoreWeave might be buying put options, betting on a decline in DRAM and NAND prices.\n\nThe author believes there is "some fire to the smoke," but that doesn't mean short-term price trends can be predicted based on this. They also noted that CoreWeave declined to comment, but they personally doubt the company possesses insider DRAM/NAND information unknown to the public; meanwhile, they remain bearish on Micron stock. The text mentions that AI-related stocks like Dell, Micron, and SanDisk dipped due to this speculation.
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