Good morning, investors ☀️
🚨 CoreWeave just beat AND raised, and the AI trade is waking up again.
$CRWV Q3: revenue $3.66B (+168% YoY) vs ~$3.56B est., EPS -$1.27 vs -$1.46 est. FY26 revenue guide raised to $13.0–13.3B (from $12–13B), backlog ~$132.5B. Shares ~+13% pre-market after a 40%+ slide in a month.
🟢 Bull case: demand still outruns supply, margins are expanding ahead of plan, ~$9B in customer prepayments is due within 3 months, and the guide is above consensus.
🔴 Bear case: ~$50B of debt, Q4 interest of $1.05–1.15B, capex of $37–39B, a $709M GAAP net loss, and a Fed that may hike in December.
Is this the bottom for AI infrastructure, or a relief bounce into a debt wall? 👇
$CRWV $SPX500 $NSDQ100 $NVDA $TSLA $AAPL $MSFT $AMZN $META $GOOG $BTC
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