Shay Boloor(@StockSavvyShay):JPMorgan upgraded $CRWV to Overweight with a $125 PT as July pricing rose 25%, short-term compute is pricing at ~3x long-term rates & recent contracts were signed at ~$40M/MW. The firm says “pricing & margins will overwhelm the increase in debt” as CoreWeave scales capacity.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.09.24 11:14

JPMorgan upgraded $CRWV to Overweight with a $125 PT as July pricing rose 25%, short-term compute is pricing at ~3x long-term rates & recent contracts were signed at ~$40M/MW. The firm says “pricing & margins will overwhelm the increase in debt” as CoreWeave scales capacity.