$CoreWeave, Inc.(CRWV)$ The stock is starting to get very interesting at these levels.
To put the numbers into perspective, the company is on track to finish 2026 with an annualized revenue run-rate close to $20B, while still trading below a $40B market cap and growing at over 100%.
What really caught my attention is the margin profile. A 69% gross margin is rare, especially for a company scaling this fast. For comparison, even $Microsoft(MSFT)$ operates around a 60% gross margin.
Markets don’t always price growth perfectly, and this pullback could be giving long-term investors a better entry point. I’m watching how price reacts from here because the fundamentals are hard to ignore.
What's leading your watchlist these days? Staying patient seems key.
Comments