(https://www.marketwatch.com/story/neocloud-stocks-like-coreweave-are-having-a-moment-and-times-running-out-to-cash-in-8aca34c8?mod=mw_rss_topstories), but BCA analyst Noah Weisberger just called them "cyclical leasing companies" — and that's exactly the problem. The crowd is pricing CRWV like it's a perpetual growth engine when the model is fundamentally tied to capex cycles and hyperscaler spending patterns.

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