CRWV "Hidden" Expansion Opportunity, "Proxy" in A.I. Trade
Schwab Network · Schwab Network
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Show Notes
In the first hours of Tuesday's trading session, CoreWeave (CRWV) sold off as much as 15%. David Nicholson still considers the company a "proxy" for the A.I. trade. He likes CoreWeave's strong potential, though admits it faces risk if hyperscalers pull out of their contracts. Mike Maloney also says he's "bullish on the long-term" and makes the case that taking on debt is the best way for CoreWeave to grow. He later explains how the company is "piggy-backing" off their Bitcoin mining roots.
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