Back
“Would not be long CoreWeave here, it is just a landlord for chips that depreciate fast and its returns sink toward a boring real-estate empire after the AI wave breaks.”
Source
Jonah Van BourgYouTube“SaaS Apocalypse, 18-Month Bear Market & Bitcoin …”10:20
“You have data center companies like CoreWeave, I think are a bad bet long run because for a variety of reasons, depreciation being the number one factor”
Performance
Entry$92.42
Current$81.75
Since call+11.55%
Confidence72%
How this was scored
Entry$92.42Feb 17, 2026 · 13:47 UTC · paste.trade
Current$81.75Jul 3, 2026 · 13:29 UTC · Finnhub
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.