Professional
Added to YB: 2025-11-18
Pitch date: 2025-09-15
CRWV [bearish]
CoreWeave, Inc.
+33.37%
current return
Author Info
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Company Info
CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale.
Market Cap
$41.2B
Pitch Price
$121.47
Price Target
10.00 (-88%)
Dividend
N/A
EV/EBITDA
19.32
P/E
-27.96
EV/Sales
13.23
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)