Professional
Added to YB: 2025-11-18
Pitch date: 2025-09-15
CRWV [bearish]
CoreWeave, Inc.
+35.3%
current return
Author Info
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Company Info
CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI.
Market Cap
$38.4B
Pitch Price
$121.47
Price Target
10.00 (-87%)
Dividend
N/A
EV/EBITDA
18.43
P/E
-33.26
EV/Sales
12.83
Sector
IT Services
Category
N/A
CoreWeave, Inc. (CRWV) - Artificial Returns
CRWV (short): AI infrastructure bubble poster child - crypto miner turned GPU rental scheme w/ 70% Microsoft concentration, no moat/IP, sub-WACC returns. 80% 'utopian' margins, $40B debt by 2028, 6x leverage. Microsoft passed on $12B expansion for Nebius deal. Residual value assumptions 'fantasy' per experts. Fair value $10, 90% downside.
Read full article (26 min)