The Market Is Dead Wrong On CoreWeave

CoreWeave, Inc. ( CRWV ) reported Q3 '25 earnings Monday after the bell, and the stock fell around 6% in after-hours trading and extended these losses in pre-market trading on Tuesday, down overI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to r ...