CoreWeave: Power Ramp Meets Capital Reality

Core Insights - CoreWeave (CRWV) is transitioning from a GPU cloud provider to a backbone for independent AI workloads, indicating a strategic shift in its business model [1] Company Focus - The company is focused on identifying mispriced quality companies and understanding resilient business models across economic cycles, emphasizing a disciplined, fundamentals-first investment approach [1] Investment Philosophy - The investment philosophy centers on value investing, mental models, and the long-term creation of value by great businesses, showcasing a commitment to thorough financial analysis and research-backed insights [1]