New Trends With Friends Episode: Inside the CoreWeave IPO: AI Hype, Financial Shenanigans & the New IPO Circus
Good morning everyone,
In this episode of Trends with Friends, Michael Parekh, Phil Pearlman and I are joined by special guest Daniel Attia for a no-holds-barred breakdown of the tech industry’s latest structured spectacle: CoreWeave. Whether you’re a savvy investor, startup founder, or just trying to figure out WTF is going on in the economy, this episode is your public service announcement: you’re on your own out there.
We dissect shady IPO mechanics, discuss AI-fueled financial engineering, and get into the bigger questions about U.S. equity markets, public trust, and Nvidia’s mega-run, as we explain how the Magnetar and Blackstone backed Coreweave IPO (sausage) was made and how they designed it so they win whether the stock shoots higher or lower
We also discuss the worst US stock market underperformance versus international markets since 1988.
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🚀 Check out the charts discussed on the show right here
JUMP TO THE GOOD STUFF:
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(0:00) Welcome to Trends with Friends
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(5:02) Diving into CoreWeave
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(8:06) Analyzing CoreWeave’s Financial Structure
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(11:13) The Role of Major Players in CoreWeave
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(13:58) Understanding the Debt and Equity Dynamics
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(17:05) Comparing CoreWeave to Other Market Trends
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(20:06) The Implications of CoreWeave’s IPO
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(23:00) The Broader Market Context
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(25:57) Final Thoughts on Market Trends
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(27:41) Self-Reliance in a Competitive World
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(28:48) The Reality of Investment Risks
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(30:32) Understanding Market Dynamics
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(32:05) The State of IPOs and Market Trends
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(34:18) Analyzing the IPO Market Hangover
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(37:38) Quarterly Performance and Global Comparisons
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(39:06) Historical Market Reflections
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(41:19) The Role of Government in Innovation
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(43:17) AI’s Impact on Future Markets
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(48:18) Musk’s Super App Vision
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(55:30) The Future of Musk’s Ventures
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.
Stocktwits, Inc. (“Stocktwits”) operates the stocktwits.com website and Stocktwits mobile device applications (the “Apps”). Stocktwits is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. Read the full terms & conditions here. 🔍
