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But we saved everything 🙂.
Brad Gerstner stated that he has sold all holdings in CoreWeave and currently owns none of the company. Gerstner also noted that exposure to CoreWeave was reduced over the last three months, expressing the view that artificial intelligence had overshot and would likely enter a period of consolidation. Additionally, 10% of Gerstner's portfolio has been shifted into META and TSLA.
This information was relayed by Amit Kukreja, who is identified as a stock market analyst.
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Kukreja has previously examined CoreWeave’s approach, noting in one article that DA Davidson’s Gil Luria viewed the company’s strategy as potentially value-destroying if conditions failed to improve (see article). He has also analyzed other stocks and challenges, including dilution risks for Ondas despite interest tied to the U.S. defense budget (see article). Kukreja continues to provide updates on notable portfolio adjustments and strategy shifts in the sector.