COREWEAVE’S WORST-EVER WEEK SHOWS AI TRADERS ARE GETTING PICKY
https://s.yimg.com/ny/api/res/1.2/lVZDzZ6vFVhbM13EN1aPjw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD0xMDQ1/https://media.zenfs.com/en/bloomberg_holding_pen_162/99c0fa4e40a72330dc17a407ab72c2d9
✍️ Traders are becoming more selective about who benefits from the artificial intelligence infrastructure boom, with companies with strong balance sheets in favor and those with heavier debt loads being sold off.
👉 Companies with strong balance sheets and cash flow are favored by investors 👉 Companies with weaker financials and heavier debt loads are being sold off 👉 Investors are re-evaluating the quality of companies in the AI trade 👉 The market is reassessing the path to profitability for AI companies
-- #JoeTigay #BrianLevitt #GeneGoldman #ChenTianshi #technology
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