$Coreweave(CRWV.US) is currently a typical AI infrastructure stock driven by sentiment. The fundamentals suggest GPU cloud and AI compute demand, but the market is clearly focused on price growth versus debt risk. Short-term funds are highly volatile, while long-term funds are still watching the backlog and profit timeline. Personally, I feel like it's a high-beta AI proxy â my heart is racing, but the story isn't over yet đ
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