$CRWV might just be one of the purest AI infrastructure stocks on the market.
Everyone wants a piece of AI, but the real question is, who stands to profit when AI companies need more computational firepower?
Enter CRWV, and the latest data is hard to ignore:
Q1 Revenue: $2.08 billion
Adjusted EBITDA: $1.16 billion
Revenue Backlog: $99.4 billion
This backlog is significant.
It indicates that demand isn't just hype; it's coming from real customers: Meta, Anthropic, OpenAI, Nvidia, Cohere, Jane Street, Mistral, and more.
NVDA also pumped $2 billion into CRWV this year, becoming a major strategic shareholder—definitely not a vote of confidence to overlook!
The latest bullish signal: CoreWeave announced the launch and verification of the industry's first Nvidia Vera Rubin NVL72, showing that this company is always at the cutting edge of AI infrastructure.
Remember that stock market “child of Sandisk” Leopold Aschenbrenner, who made about 15x returns in 8 months? He’s also in on this stock!
The risk here is high debt levels, massive capital expenditures, and not-so-great profit margins—not exactly a stable growth company.
But if AI demand keeps surging, $CRWV will be one of the few publicly traded companies directly tackling the computational bottleneck.
The market has been questioning if there's a bubble in AI.
Maybe there is, but even if a bubble exists, there will always be those making bank by renting out shovels, and that's why I'm bullish on $CRWV .
#CRWV #CryptoBuffett