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Posted by
Two Blokes Jul 24 -
Filed in
Stock
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10 views
CoreWeave is a leading AI infrastructure play with explosive growth, but faces sustainability questions due to high leverage and capital intensity. The company boasts strong revenue growth and a first-mover advantage, yet customer concentration and heavy debt pose significant risks. Valuation is rich, reflecting investor belief in CoreWeave as the future AI compute backbone, but leaves little margin for error.
