CRWV - CoreWeave Inc.

Undervalued according to guest, with first-mover advantage and prestige, but high debt load makes it vulnerable to credit unwinds. Needs to monitor debt sustainability.

Price target raised to $140 by BFA. Despite recent volatility, CoreWeave is a top-tier Neocloud with platinum rating from SemiAnalysis. Expecting rebound after earnings validation.

CoreWeave is a leading neocloud with similar debt-fueled growth as Nebius. The host believes CoreWeave can go from $70 to $140 and beyond, given its contracts with investment-grade customers and the inference boom.

Host buys at $73, says 'gift', backlog massive, down 60% from highs

Bought the dip at $80; Nvidia has backstopped $6.3B in debt and co-signed, reducing risk. High debt is manageable given 30% returns on invested capital.

Tanner bought more at $86.50 and $82.50, believing in the company's position and potential to rebound before earnings. Also sees a subletting opportunity with Meta renting compute.

Stock down 50% from highs, host unsure of bottom but thinks it's in a 'super buying range' if one likes the name.

Bounced 7.75% today; if it breaks above $90.20, watch for continuation higher.

Host is not worried about CoreWeave, notes high short interest but believes it's not driven by bad news. Insiders own 18.5% of shares.

Host bought LEAPS due to attractive risk/reward; take-or-pay contracts reduce debt risk; strong demand from AI companies; undervalued compared to hyperscalers.