My 2030 $CRWV Valuation Framework
I’ve been looking at the long-term upside potential for $CRWV, and the risk/reward profile remains very attractive.
Bear case: roughly a 2x return from current levels.
Bull case: potentially 20x if execution exceeds expectations.
A more realistic long-term scenario could place $CRWV around the $450-$750 range, assuming revenue reaches approximately $50B-$65B and EBITDA expands to $25B-$35B.
Even this base-case outcome would represent a significant return from today’s valuation.
$CRWV remains one of my largest positions, second only to $NBIS. In my view, this is one of the most compelling AI infrastructure opportunities to watch this year.
