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

We came across a bullish thesis on CoreWeave, Inc. on Level-Headed Investing’s Substack by Bernardo. In this article, we will summarize the bulls’ thesis on CRWV. CoreWeave, Inc.'s share was trading at $73.12 as of November 28th.

CoreWeave (CRWV) has emerged as a high-profile player in the AI infrastructure space, capturing attention with its GPU rental model and rapid growth fueled by hyperscalers like Microsoft, Google, and Amazon. The company operates 33 data centers with over 250,000 NVIDIA GPUs, positioning itself as a key enabler of generative AI workloads.

While...