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$Coreweave(CRWV.US) | Cantor Fitzgerald 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗖𝗼𝗿𝗲𝗪𝗲𝗮𝘃𝗲, PT $𝟭𝟳𝟲, 'Pullback is Overblown'

Analyst sees scarce compute, stronger contract economics and nearly halved capex payback periods, making the pullback overblown.

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