CoreWeave Is A Bold AI Infrastructure Play
CoreWeave, Inc. ( CRWV ) remains one of my best ways to define the AI infrastructure boom. I first initiated a Buy rating on CRWV primarily because the company sits at the intersectionKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.Th ...