Postingan

CoreWeave surged sharply after hours, but I hope it pulls back a bit instead of rushing up all at once. Last night, CoreWeave's earnings report was indeed impressive, with revenue of 2.58 billion, more than doubling year-over-year, and a backlog of orders reaching 104 billion. It jumped about 15% after hours. Honestly, this data is quite important for restoring confidence in the AI infrastructure sector. That said, while the earnings are good, the sharp rise feels a bit inflated. The market just had a big run, so I actually hope it pulls back a bit instead of fully pricing in all expectations at once. After all, the company does have high debt, with interest expenses more than doubling, and after every big surge, there are profit-taking sellers. Also, SpaceX has new moves, starting to sell excess computing power externally, and Meta might launch its own cloud services. Although the threat is not significant yet, it will somewhat cap the valuation ceiling. With 104 billion in orders on the table and AI demand still there, it's safer to move gradually rather than all at once at this price level. A pullback could actually create more room for growth later. #财报观察员：AI基建财报接力登场 ——$CRWV