Offshore
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Simplifying Stocks, CPA
RT @FinFluentialx: CoreWeave $CRWV absolute bear case
Revenue only grows to $27B by 2029 (10% below consensus)
EBIT margins peak at 30% (consensus is 47%)
Using a 20x exit multiple with 15% sequential share dilution and $45B in net debt
You get an 11% return per year at $92 per share https://t.co/hzKJwlTlNu
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RT @FinFluentialx: CoreWeave $CRWV absolute bear case
Revenue only grows to $27B by 2029 (10% below consensus)
EBIT margins peak at 30% (consensus is 47%)
Using a 20x exit multiple with 15% sequential share dilution and $45B in net debt
You get an 11% return per year at $92 per share https://t.co/hzKJwlTlNu
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Offshore
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soken
me thinking about having one more lil dip after i bought the 69th dip of this month https://t.co/uJmlUS8BB2
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me thinking about having one more lil dip after i bought the 69th dip of this month https://t.co/uJmlUS8BB2
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Offshore
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Aadit Sheth
RT @aaditsh: The Godfather of AI dropped a 90-min masterclass on how to protect yourself before AI takes over https://t.co/h3RUIwKT23
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RT @aaditsh: The Godfather of AI dropped a 90-min masterclass on how to protect yourself before AI takes over https://t.co/h3RUIwKT23
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