CoreWeave: Don't Say I Didn't Warn You To Leave Before It Was Too Late (Downgrade)

2026-05-19 11:40:37 ET

CoreWeave, Inc. ( CRWV ) is up by 40% since my last analysis , in which I issued a Strong Buy rating, and this looks like a great point to exit. What were previously bubble fears have now become tangible overvaluation concerns that deserve shrewd positioning from elite value investors. If you have been in this game long enough (and I mean 30+ years) and you're value-aligned, you likely go straight to macro valuations in their various formats before deciding how much cash allocation to have. It cuts the noise down to the pinnacle of wisdom....

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