The recent selloff has some qu

The recent selloff has some questioning the narrative, but I'm focused on the numbers.

If the company hits close to a $20 billion annualized revenue run-rate by the end of 2026 while trading under a $40 billion market cap and still growing at over 100%, the valuation conversation becomes very interesting.

The margin profile is what really stands out to me. A reported gross margin around 69% puts $CoreWeave, Inc.(CRWV)$ in the same league as many premium software businesses. For comparison, $Microsoft(MSFT)$ operates at around a 60% gross margin.

This isn't just an AI infrastructure story; it's a profitability story. Short-term volatility can create opportunities, and this pullback might be where long-term investors start taking a closer look.

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