🚨ALARMING: Veteran analyst Gil Luria warns CoreWeave (CRWV) could go to ZERO if the AI boom falters, calling it "the subprime tranche of this AI trade." Luria warns neocloud providers could be the FIRST to suffer, while Microsoft, Amazon and Google are better positioned to survive an AI downturn. CoreWeave is borrowing at 9% while generating just 1% to 3% ROI.