AI investingCoreWeave's debt-driven slide fuels AI bubble fears, but a 429,000-view Korean explainer calls it 'a zone of doubt, not a collapse'

As AI cloud company CoreWeave's plunge on debt worries spread AI bubble anxiety, a Korean YouTube video arguing the selloff is actually an opportunity passed 420,000 views in a day.

In the Oct 19 video from SBS's explainer channel "Gyoyangi-reul Butakhae," economic commentator Yoon Ji-ho, former head of research at LS Securities, called the recent drop "not a collapse but a zone of doubt." He said markets now ask less about profits and more about cash, through measures like ROIC and free cash flow. The description notes viewers are responsible for their own investment decisions.

Per Money Today, CoreWeave shares fell more than 25% last week on concerns over its debt and rising financing costs. Goldman Sachs upgraded the stock from neutral to buy on Oct 19, and JPMorgan estimated CoreWeave won't fund new capacity from existing cash flow until around 2030.

The top comment, with 422 likes, came from the show's producer, saying the episode was posted unedited within hours of recording because the story was moving so fast. Another, with 139 likes: if you buy on an expert's word and it falls further, that's still on you.