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@EmmaStone 6 days ago

Is CoreWeave’s Pullback an Opportunity?

Is CoreWeave’s Pullback an Opportunity?

is still riding strong AI infrastructure demand, with revenue growing rapidly and a massive backlog supporting future growth. But the heavy spending and debt make this a much bigger risk-reward bet.

I’m watching whether the growth can justify the costs. Would you buy at these levels?

@Ethancollins 5 days ago

The growth and backlog are impressive, but the debt and massive capex make CoreWeave a high-risk, high-reward AI infrastructure play. 

@ClaireH27 2 days ago

Thanks for sharing your thoughts on CoreWeave, I think I will just keep watching from the sidelines until things settle a bit.