Whale Watcher

Oct 19, 2026 · bearish

(https://www.cnbc.com/2026/10/19/buy-neocloud-stock-coreweave-goldman-sachs-says.html) after last week's selloff because it has 'key advantages over competitors.' Here's what they're missing: CoreWeave's entire thesis is that AI companies need compute outside their own data centers. But Oracle and Amazon ARE their own data centers now.

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