Analyst: CoreWeave equity goes to zero if the AI cycle sputters
SumitGup · x · 2026-10-15
A D.A. Davidson analyst has a stark warning for CoreWeave (CRWV) investors: "If the AI cycle sputters, CoreWeave is going to be the first to go, its equity value is going to ZERO. It's a poster child for bad behavior — borrowing at very high rates to build a speculative asset."
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