CoreWeave Inc. (CRWV)
Pitch Summary: The pitch argues CoreWeave is an attractive short because the economics of GPU cloud are deteriorating just as industry demand risks roll over. The author contends LLM API pricing is collapsing (post–GPT-5 cuts) and that most AI customers aren’t achieving ROI, threatening the “compute land-grab” narrative. CoreWeave’s accounting is highlighted as fragile: GPUs […]
