@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.