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  • #871
    One of my stock guys is really into it. I don't have a position but could be a good price now if you have some money sitting aside. Me, I'm way too in on high risk data center stuff right now so when I get some money I am just gonna DCA into something safer for a bit lol

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    • #872
      Originally posted by Bretsky View Post
      BOBBLE: any thoughts on Coreweave ? Golden Opportunity, or is the stock shot ?
      I think its a long term winner. Cash flows are really strong. The fear is they took on too much debt and won't be able to get out from under it. Its a prime stock to rally if rates get cut, but that will be story more than reality. They need to prove they can easily finance the debt they took on. I believe they will, but I won't bet on it at this point. Maybe later.
      The only time success comes before work is in the dictionary -- Vince Lombardi

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      • #873
        Interesting read on Coreweave from one of my stock guys.
        Crossroads (@Dr_Crossroads) on X
        https://x.com/Dr_Crossroads/status/2077433626426310954
        $CRWV is trading like it's heading towards insolvency, when the opposite is true. "But the debt is so high!" Not really. Long-term debt was $17b as of last quarter. This quarter it'll be over $20b. That sounds bad, but it's ignoring how CapEx plays work. In CoreWeave's case,

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