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How CoreWeave Is Redefining AI Infrastructure Stock Picking
This episode drills into CoreWeave's rise as an AI infrastructure play and what it signals for stock pickers. As of mid-August 2026, CoreWeave shares are making big moves, and the company is now a top holding in several AI-focused ETFs. Lucas breaks down CoreWeave's business model, its debt-fueled growth, and its reliance on long-term contracts with hyperscalers. He compares it to NVIDIA, whose stock is up 2.2% over the past week while CoreWeave has been more volatile. Luna questions whether the valuation makes sense for a company that's still burning cash, and they discuss the…
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