Veteran Analyst Gil Luria Warns $CRWV Could Collapse to Zero If AI Boom Falters, Citing 9% Borrowing Costs...

Veteran analyst Gil Luria warned that CoreWeave ($CRWV) could drop to zero if the artificial intelligence boom falters, describing the neocloud provider as "the subprime tranche of this AI trade."
Luria cautioned that neocloud providers will likely be the first to suffer in an industry downturn, while major tech giants like Microsoft, Amazon, and Google remain better positioned to weather the storm.
The warning highlights significant financial pressure on alternative cloud providers, with CoreWeave reportedly borrowing capital at 9 percent while generating a return on investment of just 1 percent to 3 percent.