Luke Yang
ON THE RECORD · 3 verbatim quotes · every quote source-verified
“I wouldn't say it's a good time for them to go public,”
Luke Yang · said date not stated · reported 2026-11-09
Yang commented on Nscale, a U.K.-based neocloud that filed IPO paperwork in September but has not updated its prospectus since.
verbatim, matched to source
CNBC
“If they want to issue money through equities, the stock price is not working in their favor, because the stock has been beaten down,”
Luke Yang · said date not stated · reported 2026-11-09
Yang noted that CoreWeave's beaten-down stock price makes equity issuance unfavorable for closing its financing gap.
verbatim, matched to source
CNBC
“So I also want to see how management talks about how to close this financing gap.”
Luke Yang · said date not stated · reported 2026-11-09
Yang said he wants to see how CoreWeave management addresses closing the financing gap needed for growth over the next five years.
verbatim, matched to source
CNBC