It has been a week for the tech trade. While many have spent the better part of a month waxing poetic about the cool factor of Meta's (META) Muse AI agent and foaming at the mouth to get the latest read on Anthropic's (ANTH.PVT) financials (they were OK), they have forgotten about the plumbing of the AI ecosystem. And most importantly, how one little shift in thinking could unsettle said plumbing — sort of like if you try to flush a sneaker down the toilet. I want to break down what's happening to CoreWeave (CRWV) in two specific callouts. A lot of information is floating around on X and on Wall Street about what's going on here and what's not, and it's important you understand the connections. Remember, the AI trade is very intertwined.
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