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*Walter Bloomberg
@DeItaone
加入 August 2014
40 正在關注    2M 粉絲
CANTOR FITZGERALD SEES MAJOR BUYING OPPORTUNITY IN COREWEAVE ($CRWV ) Cantor Fitzgerald reiterated its Overweight rating and $176 price target on CoreWeave, calling the recent selloff an attractive entry opportunity. Despite debt yields reaching 15%, analyst Brett Knoblauch argues the market is underestimating CoreWeave's position. Nearly all 2027 capacity is already contracted, while Nvidia has agreed to backstop unsold capacity.
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