CoreWeave: Enough Is Enough

In late September, I initiated coverage on CoreWeave, Inc. ( CRWV ) with a buy rating. Demand for infrastructure was determined to be robust, the valuation pullback was attractive, and perhaps most importantly, the company's agreement with Nvidia (I'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: E ...