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CoreWeave's $99 Billion Backlog Is About to Explode the Stock! | CRWV Stock Analysis

The podcast discusses Coreweave (CRWV), an AI infrastructure provider, highlighting its massive $99.4 billion revenue backlog, which surged 50% in one quarter. Despite a significant cash burn of $4.7 billion per quarter, the company has secured substantial commitments from major clients like Meta and Jane Street, leading to a positive market reaction and projections of explosive revenue growth.

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Tickers discussed in this post

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia is a key player in the AI space, providing the essential chips, and has invested $2 billion in Coreweave, validating their infrastructure.

CRWVBullishHigh ConvictionSignal-backedPrimary

Coreweave (CRWV) has a massive $99.4 billion backlog and is poised for explosive growth due to strong customer commitments.

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Tracked calls opened from this post

CRWV
buy opened Jun 20, 2026
-39.06%