Power Contract & Capacity Crucial in CRWV Earnings, "Balancing a Lot" Into Report
Schwab Network · Schwab Network
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Show Notes
Don Gentile believes in the long-term thesis for CoreWeave (CRWV) but sees Monday's after-hours earnings report as a volatile one. He urges investors watch the company's handling of power contracts and how it balances capacity constraints. Concentration risk is another concern Don has for the A.I. infrastructure company, though he sees CoreWeave diversifying its portfolio long-term. Tom White takes investors through the options front for CoreWeave.
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