CRWV - CoreWeave Inc.

The host ranks CoreWeave as the number one (platinum tier) infrastructure name. It can build data centers extremely quickly and has a strong relationship with Nvidia to get first access to newest chips. Wall Street expects 190% year-over-year growth from $2B to $5B in revenue. The host notes it has a $98B revenue backlog.

Host defends CoreWeave's business model despite high debt. Recurring revenue from 5-year deals with Anthropic and other AI labs. Software advantage (SemiAnalysis platinum tier). Masterful health monitoring of data centers. Revenue backlog up 284% YoY. Down 8.8% in overnight markets.

Discussed extensively vs Nebius. CoreWeave demands premium pricing (10-15% more than Nebius) due to superior monitoring and health management software for GPU data centers. Host notes it could be an acquisition target but is expensive. No direct recommendation given.

One host is a shareholder and believes CoreWeave's revenue and backlog will continue to expand. They argue that contracted revenue (backlog) from AI compute demand makes the debt less concerning as EBITDA margins grow. No shortage of demand from Nvidia, Alphabet, Amazon.

Riskier than Nebius due to heavy debt load, but has long-term contracts (5+ years) with large customers like OpenAI. When GPU pricing settles, CoreWeave will look juicier than Nebius due to contract stability. Nvidia acts as insurance policy for unused compute.

Described as a pure AI infrastructure play with backlog exploding from $25.9B to $99.4B, revenue at $2B per quarter with expected acceleration to $5.75B. Has platinum tier ranking from Semi Analysis, commands 10-15% pricing premium over competitors, and gets early access to Nvidia's Vera Rubin chips. Host says 'I think it's Coreweave's turn' and cites strong demand validation from hyperscaler behavior.

Host explicitly says he is buying Coreweave. Cites massive AI demand, trusted by OpenAI/Meta/Anthropic, complete backing by Nvidia, and Nvidia will 'never let this company die.' Sees it as an Oracle-level business over time.

Host believes CoreWeave is his top pick right now. It's growing extraordinarily fast ($2B last quarter, projecting $5B by March 2027), has first-mover access to Nvidia's latest chips (Vera Rubin), commands a 10-15% premium on GPUs due to proprietary software (Sunk), and has a lower market cap than Nebius despite doing more revenue. He entered a position on Friday and plans to add more.

Breaking out of a high tight flag; executed a live opening range breakout trade with a stop at the low of the day, later moving stop to breakeven for a risk-free trade.

Hosts are highly bullish on CoreWeave as a pure AI play. They note 160%+ revenue growth expected over next four quarters, improving margins as data center growth shifts from headwind to tailwind, strong relationship with NVIDIA (first to adopt Vera CPU), and Anthropic partnership. Backlog comparable to Google's from a year ago. Expected to reach 1.7+ GW by end of 2027.