Quick Read

• CRWV has fallen 46% to $81.75, but a $99.4 billion committed backlog supports our $167.48 price target implying 105% upside.

• A securities fraud lawsuit, debt surging to $35 billion, and CEO Michael Intrator selling $37.7 million in shares are the primary risks.

• NVIDIA’s $2 billion equity investment and a 3.5 GW contracted power pipeline support a projected $425 price by 2030.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and CoreWeave, Inc. Class A Common Stock didn’t make the cut. Grab the names FREE today.

CoreWeave (NASDAQ:CRWV) has been one of the most punished AI infrastructure names of the summer, and I think that has created an…