CRWV directional thesis
Nic Carter is a self-described big-time AI bull who has held CoreWeave since its first raise and stayed through every drawdown. CoreWeave is the single name he most identifies with the AI data center thesis.
“I'm like a big-time bull. I would say I'm an AI bull for sure. I know everybody is, but even when everybody said it was the CapEx bubble, I was bullish.”111:35claim_id
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