B — CRWV Wall Street’s biggest-To The Moon - Tiger Brokers Online Investing Community

B — CRWV

Wall Street’s biggest lesson last week wasn’t about who was bullish or bearish — it was about what investors are actually paying for in AI infrastructure.

CoreWeave is the perfect example. Rothschild Redburn focused on leverage, capital intensity and valuation, while JPMorgan argued that rising compute prices and improving margins could outweigh the debt burden.

That disagreement matters because AI infrastructure is entering a new phase: demand alone is no longer enough; pricing power, capital efficiency and cash-flow conversion will decide who captures the economics.

Microsoft’s upgrade reinforces the same idea from another angle — AI winners need to turn massive infrastructure spending into durable revenue and margins.

So I’d watch CRWV less for the $54 vs $125 debate, and more for one question: Can pricing power grow faster than its capital requirements?

That answer may matter more than any analyst target.

@WallStreet_Tiger [可爱]

💰Stocks to watch today?(24 September）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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Rothschild Redburn focused on leverage, capital intensity and valuation, while JPMorgan argued that rising compute prices and improving margins could outweigh the debt burden.\nThat disagreement matters because AI infrastructure is entering a new phase: demand alone is no longer enough; pricing power, capital efficiency and cash-flow conversion will decide who captures the economics.\nMicrosoft’s upgrade reinforces the same idea from another angle — AI winners need to turn massive infrastructure spending into durable revenue and margins.\nSo I’d watch CRWV less for the $54 vs $125 debate, and more for one question: Can pricing power grow faster than its capital requirements?\nThat answer may matter more than any analyst target.\n<a href=\"https://ttm.financial/U/9000000000000419\"> @WallStreet_Tiger </a> [可爱]</body></html>","text":"B — CRWV Wall Street’s biggest lesson last week wasn’t about who was bullish or bearish — it was about what investors are actually paying for in AI infrastructure. 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