Well that aged poorly. Coreweave’s valuation 1.5x’d within 2 weeks of me posting this comment. Mild evidence against EMH here I guess.
(Disclaimer: I do have a small long position in CRWV, entered shortly after posting the original comment on the grounds of “well I’m not positive this is priced in yet”)
Thanks for being transparent; wouldn’t put too much stock in a short-term rise in Coreweave (as I understand, more to do with tariffs and other confounding factors than “they were underpriced before”)
Well that aged poorly. Coreweave’s valuation 1.5x’d within 2 weeks of me posting this comment. Mild evidence against EMH here I guess.
(Disclaimer: I do have a small long position in CRWV, entered shortly after posting the original comment on the grounds of “well I’m not positive this is priced in yet”)
Thanks for being transparent; wouldn’t put too much stock in a short-term rise in Coreweave (as I understand, more to do with tariffs and other confounding factors than “they were underpriced before”)