Bankruptcy Risk or AI Winner? CoreWeave Stock Explained

Описание: While there are a lot of stocks that got caught in the AI hype, CoreWeave is front and center. In this video I talk about CoreWeave's business model and how they actually make money. I hit on potential advantages and key risks.

I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics.

Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business!

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Chapters

0:00 — AI Hype Stock
2:02 — CoreWeave's Background
4:01 — Business Model
8:50 — Differentiation
17:31 — Numbers and Key Risks
24:25 — Leverage!
29:30 — Future Growth

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Drew Cohen runs an investment research firm that caters to professional investor and hedge funds. You can find out more about it at www.SpeedwellResearch.com

Drew also has a podcast with Speedwell Research called The Synopsis. The Synopsis is aimed toward professional investors and covers in-depth specific publicly traded companies.

Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK...

Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast...


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Nothing here is financial advice. See channel disclaimers.

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#investing #stockmarket #finance