The blogger who was right about Nvidia is now panning a $25 billion AI company - MarketWatch
1. CoreWeave sees 747% revenue growth but faces major risk factors. 2. Analyst raises concerns about high customer concentration with Microsoft. 3. IPO initial price range set between $47 and $55 per share. 4. Comparison made between CoreWeave and WeWork’s valuation collapse. 5. Revenue risks increase as AI spending may decrease in future.