Goldman Sachs has upgraded CoreWeave (#CRWV) to Buy, arguing that investors may be overestimating future borrowing costs while underestimating the returns CoreWeave can generate from its AI infrastructure. Key Highlights - Goldman Sachs upgraded #CRWV to Buy. - AI computing capacity remains in tight supply. - CoreWeave reportedly raised prices by 25% in July. - Goldman expects returns per megawatt to remain biased to the upside over the next two years. - Returns could potentially grow faster than the cost of financing CoreWeave’s expansion. Stocks to Watch #CRWV #NVDA #IREN #NBIS Bottom Line CoreWeave continues to benefit from strong demand for AI computing capacity. The Goldman Sachs upgrade highlights the potential for improving infrastructure returns, although capital requirements, financing costs and execution remain important risks. 🚀 Join ThinkSabio for Daily AI Infrastructure, Stock Analysis & Market Insights 🌐 https://www.thinksabio.com/community