CoreWeave Investor Defends Debt Strategy

Neostellar Capital principal Evan Schlossman defends CoreWeave's financial health, citing $103.7 billion in remaining performance obligations backed by Microsoft and OpenAI. Despite a 15.46% share drop and $1.4 billion Q2 net loss, Schlossman argues 98% of revenue comes from committed contracts, contrasting his view with critics like Francine McKenna who fear Microsoft will default on payments.