CoreWeave: Winning or Breaking?
Is CoreWeave dead, or just de-rated?
Premium Member Research | Dr. Alex Koh | 16 July 2026 BuyTrigger Club — Systematic investing for families
As discussed during my live session I would provide a detailed write up. If you missed the video here it is.
Chapter I: What Happened
CoreWeave closed today at $72.91. Back in June last year it was $183.58. That’s roughly 60% gone. Cut by more than half, and still bleeding. Down again today.
So the question landing in my inbox all week is simple. Is CoreWeave dead?
Fair question. When a stock does this, most people assume the business is broken. So I went digging. The 10-Q, the debt notes, the ratings, the peers. And what I found is the whole story in one line. The chart and the company are telling two completely different things. The technology is winning. The balance sheet still has to survive the victory.
Let me show you why it’s falling, whether it can actually go bust, and how it stacks up against the other two names in this space. Then you can decide for yourself.
