CoreWeave: Don't Say I Didn't Warn You To Leave Before It Was Too Late (Downgrade)
CoreWeave, Inc. has seen a significant increase in stock value, rising 40% since a previous Strong Buy recommendation. However, concerns about its stretched valuation, negative cash flow, and increasing losses suggest that investors should consider exiting. Despite a substantial revenue growth and a large backlog, the company's high capital intensity raises questions about its long-term sustainability.
- ▪CoreWeave's stock has increased by 40% since the author's Strong Buy recommendation.
- ▪The company reported a 112% year-over-year revenue growth and has a backlog of $99.4 billion.
- ▪Concerns about sustainability arise due to high capital intensity and widening net losses.
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