$CoreWeave, Inc.(CRWV)$ Morgan

$CoreWeave, Inc.(CRWV)$ Morgan Stanley downgraded Dell four times, pointing to tariffs and the memory super cycle forcing them to spend more. Dell ended up rising 6-7x above their rating. I emailed their analyst about how wrong that call was and how it hurt their credibility, and the reply was basically one line admitting they were wrong, followed by several paragraphs defending his track record with a few examples. Zero accountability, and anyone who sold early on that call lost.

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