Dear Diary, today I’m obsessing over CoreWeave (CRWV) like it’s the last slice of pizza at a party. Investors dream of tenfold returns, but let’s be honest-most of us are just hoping our 401(k) doesn’t vanish into a black hole. AI is the hot new thing, though, and CoreWeave seems to be the one with the most exciting plot twists.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. But here’s the thing: CoreWeave’s Q2 numbers are wild. Revenue jumped 207% to $1.2B, and EBITDA margins hit 62%. It’s like watching a toddler eat a cake and then asking, “Can this really be real?”
Contracted backlog doubled to $30.1B, including a $4B deal with OpenAI. It’s like being handed a golden ticket to Willy Wonka’s factory, but instead of chocolate, you’re selling data centers. Management now expects fiscal 2025 revenue to hit $5.15B-$5.35B. I’m not sure if I’m being overly optimistic, but I’m trying to stay sane here.
Scaling data centers is the next hurdle. Power shells are scarce, and CoreWeave is racing to secure 2.2GW of contracted power. It’s like trying to buy a house in a booming market when you’re still paying rent. But hey, they’re aiming for 900MW by 2025. If they pull this off, I’ll be the first to admit I was right (and maybe buy a lottery ticket).
The Nvidia deal is a game-changer. $6.3B in capacity agreements? It’s like having a friend who’s always got your back, even when you’re late to meet them. Plus, Nvidia owns 7% of CoreWeave’s shares. It’s a partnership that feels more like a marriage than a business deal.
If CoreWeave compounds revenue at 35% annually, it could hit $105B by 2035. That’s a lot of zeros. Even a conservative 9x P/S multiple would make it worth $949B. I’m not saying it’s guaranteed, but the global AI market is projected to hit $998B by then. It’s not impossible-just terrifyingly possible.
Of course, there are risks. Debt levels are high, and competition from hyperscalers is fierce. But with Nvidia’s backing and a vertical integration strategy, CoreWeave might just have the edge. I’m not sure if I’m a genius or a fool for considering this, but here’s to hoping my gut is right (and my spreadsheets aren’t completely wrong).
Final thoughts: High-risk, high-reward. Take a small stake, but keep a safety net. After all, even if it doesn’t hit 10x, it’s still a story worth following. 🚀
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2025-09-27 12:29