Coreweave Acquisition Pricing and Contract Debate

5 days ago

Multiple speakers

"For Coreweave, I think the market is going to react negative if the acquisition doesn't go through. But if they increase the price, it no longer justifies the rationale because you’re essentially raising billions to save only millions. At the end of the day, they already have massive contracts in place, so an elevated acquisition price would ruin the deal’s logic. Worst-case scenario, if the deal fails, Core Scientific shareholders could see their stock drop significantly over time. Conversely, if the acquisition goes through at the predefined price, it remains a multibagger opportunity over the long term."

The speakers discuss the potential impact of a Coreweave acquisition pricing adjustment, noting that an increased deal price would undermine the economic rationale of the acquisition and could result in a prolonged decrease in the stock’s value if the deal falls apart. However, if executed at the agreed price, it could yield long-term value.

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