Governance Overhang Persists

Investors remain focused on the timing and scale of the CEO's $907 million stock sales rather than management's claim that the rout was irrational. The most likely path is continued reputational damage, elevated volatility in CoreWeave shares, and demands for clearer disclosure around trading plans.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.