u/banaca4 · 37d agono track record yet
$CRWV: Either a Financing Disaster or the Purest Leveraged Bet on AI Compute Scarcity
CoreWeave represents a leveraged bet on persistent compute scarcity in AI. If frontier AI continues improving and lenders finance infrastructure based on residual re-leasing value, a flywheel of scarce compute → higher contract prices → cheaper financing → more capacity could drive 54% CAGR returns by 2031, though the thesis fails if compute supply catches up, GPU economics deteriorate faster than expected, or operating margins never overcome massive debt service.
At post $82.98Now $61.12-26.3% since postedas of Oct 19, 4:30 PM ET
1d—
3d+0.4%
1w-2.0%
1m-6.2%
3m—
6m—
1y—