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Episode Description
In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast.
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Show Notes
(0:00) — Intro & Announcements
(4:30) — CoreWeave Overview
(21:25) — CoreWeave vs. Hyperscalers
(34:30) — Is Today like the 1990s?
(40:15) — CoreWeave Capital Structure
(46:18) — CoreWeave Bull Case
(45:17) — How CoreWeave is Similar to AerCap
(52:22) — CoreWeave Rough Valuation
(54:10) — Outro
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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/