Sarah Kunst, Managing Director of Cleo Capital, sees CoreWeave's IPO struggles as debt-driven, not an AI weakness. She doubts data centers' long-term hype and remains cautious about investing in the company now..
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Kunst: It's definitely a wait and see for me

Sarah Kunst, Managing Director of Cleo Capital, sees CoreWeave's IPO struggles as debt-driven, not an AI weakness. She doubts data centers' long-term hype and remains cautious about investing in the company now.