$CoreWeave, Inc.(CRWV)$ Corewe

$CoreWeave, Inc.(CRWV)$ Coreweave has an image problem. They have about 4x the revenue, about 4x the assets, and around $50 billion more in backlog, yet nearly every article focuses on Nebius.

Nebius has a better narrative because they appear to have squeezed more profitable services from their 6 data centers, and their small revenue makes their margins look better. They have about 6 data centers, while Coreweave has about 43.

Nebius now has a backlog of about $10 billion in other services, but when put against a $100 billion total backlog, it gets diluted. As mentioned, if they tweaked things slightly, it could change dramatically and allow for less dilution down the road.

I closed my Nebius calls after the big run. However, I always believed this would remain the halo, not the other way around. I still believe that when they slow their roll, this will be an absolute monster. Right now, it's about market perception.

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