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

We came across a bullish thesis on CoreWeave, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on CRWV. CoreWeave, Inc.'s share was trading at $88.94 as of February 2nd.

CoreWeave (CRWV) is a neocloud infrastructure provider purpose-built for next-generation AI workloads, operating at the center of one of the fastest-growing areas in technology. The company is on track to generate more than $10 billion in revenue this year, with year-over-year growth exceeding 90%, driven by surging demand for AI compute.

Despite this...