CoreWeave’s Fragile Foundation
18:08–18:47 · 39s
Sarah Kunst says CoreWeave has weak fundamentals and has been propped up by a CapEx surge from tech giants—a trend she doubts can last.
18:08–18:47 · 39s
Sarah Kunst says CoreWeave has weak fundamentals and has been propped up by a CapEx surge from tech giants—a trend she doubts can last.
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