Neutral
●
Seeking Alpha
●
vor etwa 2 Monaten
I hate to say it, since I'm not a believer in the efficient market hypothesis, but any upside for CoreWeave, Inc., like the record $40B in commitments last quarter, is largely priced in. CRWV is the obvious leader among neoclouds, with a FY26 exit ARR target of $18B - $19B, far above Nebius' $7B - $9B or IREN's $3.7B. Therefore, the CRWV Q1 backlog growth of 284% YoY, which is now sitting at ro...