The more I look into AI infrastructure, the harder it is to overlook this company.
Its current valuation is around $55B, while management is targeting roughly $53B in revenue by 2029. That's a revenue profile most companies would dream of.
The market seems fixated on debt and near-term expenses, but interest costs won't stay high forever. Meanwhile, AI demand keeps accelerating.
The relationship with $NVIDIA(NVDA)$ only strengthens its long-term story.
$CoreWeave, Inc.(CRWV)$ is a great company too, but its valuation gap versus $CoreWeave, Inc.(CRWV)$ is starting to look stretched. To justify it long term, margins would likely need to remain dramatically higher for years.
Maybe the market is right. Maybe not.
But from a risk/reward perspective, $CoreWeave, Inc.(CRWV)$ is starting to look a lot more interesting than many are willing to admit.
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