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

$CoreWeave, Inc.(CRWV)$ CRWV still feels underestimated even after that 35% move in the last 5 days.

The valuation gap against NBIS is what keeps catching my attention. CRWV trading around 2x 2027 sales while NBIS sits closer to 5x 2027 sales. The market gives NBIS a premium partly on perceived balance sheet safety, but CRWV's fundamentals are actually solid here. Larger backlog, 8 GW 2030 capacity target compared to 5 GW for NBIS, and hyperscaler customers locked in with take-or-pay contracts.

If execution stays on track, revenue could approach roughly $80B by 2030 without even assuming higher GPU pricing. As the business scales, interest expense becomes less of a drag, margins improve, and leverage naturally declines.

The key risks are still execution and demand, though contracted revenue and hyperscaler demand provide decent visibility. If CRWV rerates closer to 3x 2027 sales, the upside could be substantial.

AI infrastructure is still in the early innings, and the biggest winners might end up being the companies actually building the AI cloud layer.

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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CRWV trading around 2x 2027 sales while NBIS sits closer to 5x 2027 sales. The market gives NBIS a premium partly on perceived balance sheet safety, but CRWV's fundamentals are actually solid here. Larger backlog, 8 GW 2030 capacity target compared to 5 GW for NBIS, and hyperscaler customers locked in with take-or-pay contracts.</p>\n<p>If execution stays on track, revenue could approach roughly $80B by 2030 without even assuming higher GPU pricing. As the business scales, interest expense becomes less of a drag, margins improve, and leverage naturally declines.</p>\n<p>The key risks are still execution and demand, though contracted revenue and hyperscaler demand provide decent visibility. If CRWV rerates closer to 3x 2027 sales, the upside could be substantial.</p>\n<p>AI infrastructure is still in the early innings, and the biggest winners might end up being the companies actually building the AI cloud layer.</p>\n<p><img src=\"https://community-static.tradeup.com/news/5d562f0e13364a83a86df45caa1a4c9d\" tg-width=\"2048\" tg-height=\"1962\"></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a>CRWV still feels underestimated even after that 35% move in the last 5 days.</p>\n<p>The valuation gap against NBIS is what keeps catching my attention. CRWV trading around 2x 2027 sales while NBIS sits closer to 5x 2027 sales. The market gives NBIS a premium partly on perceived balance sheet safety, but CRWV's fundamentals are actually solid here. Larger backlog, 8 GW 2030 capacity target compared to 5 GW for NBIS, and hyperscaler customers locked in with take-or-pay contracts.</p>\n<p>If execution stays on track, revenue could approach roughly $80B by 2030 without even assuming higher GPU pricing. As the business scales, interest expense becomes less of a drag, margins improve, and leverage naturally declines.</p>\n<p>The key risks are still execution and demand, though contracted revenue and hyperscaler demand provide decent visibility. If CRWV rerates closer to 3x 2027 sales, the upside could be substantial.</p>\n<p>AI infrastructure is still in the early innings, and the biggest winners might end up being the companies actually building the AI cloud layer.</p>\n<p><img src=\"https://community-static.tradeup.com/news/5d562f0e13364a83a86df45caa1a4c9d\" tg-width=\"2048\" tg-height=\"1962\"></p></body></html>","text":"$CoreWeave, Inc.(CRWV)$ CRWV still feels underestimated even after that 35% move in the last 5 days. The valuation gap against NBIS is what keeps catching my attention. CRWV trading around 2x 2027 sales while NBIS sits closer to 5x 2027 sales. The market gives NBIS a premium partly on perceived balance sheet safety, but CRWV's fundamentals are actually solid here. Larger backlog, 8 GW 2030 capacity target compared to 5 GW for NBIS, and hyperscaler customers locked in with take-or-pay contracts. If execution stays on track, revenue could approach roughly $80B by 2030 without even assuming higher GPU pricing. As the business scales, interest expense becomes less of a drag, margins improve, and leverage naturally declines. The key risks are still execution and demand, though contracted revenue and hyperscaler demand provide decent visibility. If CRWV rerates closer to 3x 2027 sales, the upside could be substantial. AI infrastructure is still in the early innings, and the biggest winners might end up being the companies actually building the AI cloud layer.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/593862010185136","repostId":0,"isVote":1,"tweetType":1,"viewCount":16,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NBIS","CRWV"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":900,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593862010185136"}