CoreWeave, Inc. (CRWV): A Bull Case Theory

We came across a bullish thesis on CoreWeave, Inc.  on Capitalist Letter’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on CRWV. CoreWeave, Inc. 's share was trading at $89.88 as of September 3^rd.

Coreweave has rapidly emerged as a key infrastructure provider for the AI revolution, drawing comparisons to Cisco’s pivotal role in the internet era. Like Cisco in the 1990s, Coreweave addressed a structural bottleneck—traditional cloud architecture was optimized for CPU workloads, while AI requires massive GPU parallelization. By building GPU-native...