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D-Risk Investing Podcast

CoreWeave, Inc. (CRWV) - Episode 142 - Nov 11, 2025

11 Nov 2025

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CoreWeave is at the epicenter of the AI boom, boasting a staggering $55 billion backlog fueled by new deals with giants like Meta and OpenAI. Yet, the stock just suffered a brutal sell-off after execution stumbles led to a lower revenue forecast. Is the market right to punish this high-growth darling for one stumble, or is this short-term pain masking a powerful long-term gain? With a significant short interest facing off against optimistic options traders, we break down what the technical damage is really signaling, and what’s next for investors.

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