To me, $CoreWeave, Inc.(CRWV)$-To The Moon - Tiger Brokers Online Investing Community - To The Moon

To me, $CoreWeave, Inc.(CRWV)$ might honestly be one of the few AI names that still looks "cheap."

Why?

Because the market keeps obsessing over the debt, while completely ignoring how quickly the financial picture is improving.

Here's what stands out:

They've secured over $20B in debt and equity capital year-to-date.

No major debt maturities until 2029.

Interest expense is projected to fall from about 25% of revenue this year to around 7% by 2030.

EBT margin is expected to turn positive by 2028.

And the biggest piece:

The odds of backlog converting are probably north of 90% in this AI demand environment.

Reports say $Alphabet(GOOG)$ and Anthropic are paying huge premiums for excess compute.

That tells you one thing: demand is still insane.

Honestly, I don't see hyperscalers walking away from contracted compute anytime soon.

That's why $CoreWeave, Inc.(CRWV)$ stands out to me.

Most AI names feel extremely expensive right now, and CoreWeave is one of the few where the numbers still look interesting.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Because the market keeps obsessing over the debt, while completely ignoring how quickly the financial picture is improving. Here's what stands out: They've secured over $20B in debt and equity capital year-to-date. No major debt maturities until 2029. Interest expense is projected to fall from about 25% of revenue this year to around 7% by 2030. EBT margin is expected to turn positive by 2028. And the biggest piece: The odds of backlog converting are probably north of 90% in this AI demand environment. Reports say $Alphabet(GOOG)$ and Anthropic are paying huge premiums for excess compute. That tells you one thing: demand is still insane. Honestly, I don't see hyperscalers walking away from contracted compute anytime soon. That's why $CoreWeave, Inc.(CRWV)$ stands out to me. 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