$CoreWeave, Inc.(CRWV)$ CRWV and NBIS one-month charts are almost aligned, both down roughly the same amount and moving together. The reason this started happening is from the latest AI earnings, where expectations were blown out by a wide margin. Scale does matter here. Even though the debt looks huge right now, with AI advancing at this rate, demand for AI infrastructure should keep growing, and CRWV's massive fleet will likely be sold out soon. That's why the backlog is so large, and that backlog is real. Achieving this requires money, and the people who signed up already understand that. They will back CRWV down the line. Just staying patient for now.
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