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Episode 19: $CRWV (Coreweave): “Weaving” Sweet AI Dreams…or Nightmares?
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The Stock Jocks provide the bull/bear takes on recent IPO Coreweave ($CRWV). Gordon plays the role of Bull, pitching that fears about AI “poster child” Coreweave’s sustainable competitive advantage are unfounded. In contrast, George presents the Bear case that Coreweave will inevitably be “boxed out” by other cloud players. In the news, we riff on the recent (and massive) tariff-driven market dip and whether investors should buy or sell it.
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