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CoreWeave: Don't Sweat AI Race Hiccups

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Update - Feb. 20, 2026

CoreWeave is slumping due to a misleading report from BI. The AI cloud company has not run into problems financing a data center in PA despite the reporting. The company has already completed the data center financing as reported in the BI article and confirmed on air by Jim Cramer after exchanging messages with the CEO. 

Finviz Chart

Update - Jan. 26, 2026

NVDA wisely buying into CRWV at less than 4x '26 sales and close to 2x '27 sales. The market doubting this AI data center story was crazy.

-Nvidia (NVDA) has invested $2B in CoreWeave (CRWV) and expanded their collaboration to help CoreWeave accelerate the buildout of over 5 gigawatts of AI factories by 2030.
-Nvidia invested $2B in CoreWeave Class A common stock at $87.20 per share.

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Original article posted on Nov. 17 

  • CoreWeave remains an ultra Bullish opportunity despite recent stock declines driven by short-term data center delays and AI bubble fears.
  • CRWV reported strong Q3 results, beating estimates with 133% YoY revenue growth, and maintains a massive $55 billion backlog with robust customer demand.
  • Concerns over depreciation schedules and AI sector profitability appear overblown, as CRWV's customer contracts and GPU utility remain strong.
  • With shares trading at just 2x 2027 sales targets and insatiable demand, the current weakness presents a compelling buying opportunity for investors.
The market has a long history of overreacting to short-term disruptions and CoreWeave, Inc. (CRWV) is feeling this pain right now. The neocloud provider got smacked down this week after reporting a solid Q3, but the company guided down for the current quarter due to some new data center delays. My investment thesis remains ultra Bullish as the stock is trading on short-term hiccups while the long-term investment story continues getting better.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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