Goldman upgrades CoreWeave to Buy, sees per-megawatt returns 'biased to the upside'
churchkey · x · 2026-10-19
Goldman Sachs upgraded CoreWeave ($CRWV) to Buy, arguing investors overestimate future borrowing costs while underestimating returns from its AI infrastructure. With AI capacity still tight and CoreWeave having raised prices 25% in July, Goldman sees returns per megawatt as biased to the upside over the next two years. The poster disagrees, warning retail investors not to be exit liquidity.
More from Venture
- Multiplayer AI assistant startup Town raises $108M Series B led by Forerunner and Menlo — soleio · 2026-10-19
- SEO veterans map GEO buzzwords back to classic SEO: 'brand mentions' are just link building — lilyraynyc · 2026-10-19
- How Disney used Character.AI's bankruptcy to hire its team and dodge its lawsuits — Ars Technica AI · 2026-10-19
- 56% of US travelers now plan trips with AI — and it can't even read Instagram — robertonappe · 2026-10-19
- HQ founder's mea culpa: going full self-serve was a mistake, clients paid 10x for onboarding — jacob_posel · 2026-10-19
- Ex-Plaid CTO killed his $1M-revenue AI tax startup over venture-scale fears, pivoted to Town — a16z · 2026-10-19