Science
CoreWeave, Neocloud Leverage a Concern for Gil Luria
Key Points
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.”
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.”