SpaceX CFO's bullish comments on AI computing demand and pricing support CoreWeave's business model, despite recent credit concerns. Melius Research analyst Ben Reitzes called the pricing tailwinds 'insanely good' for both neoclouds and hyperscalers. However, Piper Sandler's James Fish said the stocks will stay 'in the penalty box' until free cash flow improves and sentiment turns around.
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