Podcasts · Going Public With Ross Mandell
CoreWeave Stock: Founders Cash Out $3.3B, But Is It Time to Buy?
· 10 min · Episode 189
Episode CoreWeave Stock: Founders Cash Out $3.3B, But Is It Time to Buy?
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator CoreWeave stock (NASDAQ: CRWV) has fallen sharply while its founders have sold $3.3 billion in shares since the company’s March 2025 IPO. Is this AI infrastructure stock a buying opportunity—or a warning sign? On Going Public with Ross Mandell, Ross examines CoreWeave’s founder stock sales and why Goldman Sachs upgraded the stock to Buy while cutting its price target from $139 to $106. Discover how CoreWeave’s NVIDIA-powered GPU cloud business serves the growing demand for artificial intelligence computing. Ross breaks down its debt-heavy expansion, GPU-backed financing, and approximately $104 billion in contracted backlog. He also puts the founders’ stock sales into context, including scheduled trading plans and their remaining ownership, while examining the tension between insider selling and retail investor buying. This CoreWeave stock analysis explores the risks behind the AI infrastructure boom, including rising borrowing costs, customer concentration, and depreciating GPU equipment. Ross explains why investors should watch insider filings, bond yields, and earnings disclosures when evaluating the company’s outlook. Subscribe to Going Public with Ross Mandell for more conversations about AI stocks, Wall Street, and the businesses shaping the stock market. About Ross Mandell: Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice. 🔗 Links & Resources 📌 Book A Call With Ross https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagram https://www.instagram.com/rossmandell/ ⏱️ Chapters 00:00 CoreWeave Stock: Buying Opportunity or Red Flag? 00:59 CoreWeave’s $3.3 Billion Founder Stock Sales Explained 01:38 How CoreWeave’s AI Cloud & GPU Business Works 02:50 How Much Have CoreWeave’s Founders Sold? 03:21 Scheduled Insider Selling & Remaining Founder Ownership 04:38 Why Retail Investors Are Buying the CoreWeave Dip 05:04 CoreWeave’s Debt Risk & Rising Bond Yields 05:51 Goldman Sachs Upgrades CRWV but Cuts Its Price Target 06:34 Goldman Sachs’ CoreWeave IPO & Lending Ties 07:21 CoreWeave’s Bull Case: GPU Financing & $104B Backlog 08:09 CoreWeave Stock Risks: Customer Concentration & GPU Depreciation 09:14 What to Watch: Insider Filings, Bond Yields & Earnings
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