DA Davidson 分析师 Gil Luria：CoreWeave 与 Neocloud 的高杠杆令人担忧

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Oct 14th, 2026

CoreWeave, Neocloud Leverage a Concern for Gil Luria

Gil Luria, head of technology research at DA Davidson, says CoreWeave is “destroying value at every turn” if the company is “borrowing at 9% and the best return they can get off of that is a 5% return, it doesn’t matter how much they scale.”

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