Is this the next Coreweave?
- Author
- Rakaan Kayali
- Published
- Wed 25 Jun 2025
- Episode Link
- None
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Is this the next Coreweave?
In this episode, we will cover:
- Intro
- CoreWeave’s Explosive Growth
- Risks in CoreWeave’s Valuation and Debt
- Introducing Iris Energy (IRON)
- IRON’s Pivot to AI and High-Performance Computing
- Why CoreWeave Is More Than Just Infrastructure
- IRON’s Bull Case: Acquisition or Hyperscaler Deal?
- Bitdeer Update & Vertical Integration Potential
- Final Thoughts on Tesla, PLL, and DCA Strategy
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