$CRWV Catalyst Posts
November 16, 2025Single-day social intelligence recap and verified catalyst posts · ← Back to $CRWV Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
3 source posts analyzed· 2025-11-16T15:26:02+00:00TOP 5 MOST CONTRACTED AI-COMPUTE CAPACITY IN DEVELOPMENT Contracted capacity is becoming the single most predictive metric in the entire AI-compute economy. 1. $IREN ~2.9GW 2. $CRWV ~2.9GW 3. $CIFR ~2.6GW 4. $NBIS~2.5GW 5. $BITF ~1.9GW These operators locked in land, power
▶ Video Content SummarySample video description 18
· 2025-11-16T19:31:12+00:00Situational Awareness LP 13F filing for Q3 dropped friday: - Massive >$500m new CRWV position - Big adds to CORZ and IREN - Added new miners RIOT, HUT, BITF - INTC calls unch - trimmed AVGO & EQT, exited APLD / CEG / CIFR - added new AI infra LITE, COHR, MOD, WDC, STX
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· 2025-11-16T19:37:55+00:00TDLR massive new CRWV position (plus added puts and calls, but overall very very long CRWV). big adds to CORZ, IREN, RIOT. added AI adjacent names LITE, COHR, MOD, and storage WDC and STX. added smaller BTC miner names.