I remain bullish on AI infrast

I remain bullish on AI infrastructure, and CoreWeave's $CoreWeave , Inc.(CRWV)$ 168% revenue growth and $132.5 billion backlog highlight strong demand. However, its nearly $47 billion debt and massive capital expenditure remain major concerns. Revenue growth does not guarantee sustainable profitability.

Personally, I would favour NVIDIA over CoreWeave for the long term. $NVIDIA (NVDA)$ has a stronger competitive moat through its GPU technology and CUDA ecosystem, while CoreWeave faces greater financing and execution risks.

I am not chasing the rally. I prefer accumulating quality AI stocks gradually during pullbacks, while monitoring earnings, cash flow and valuations. The AI opportunity remains attractive, but discipline matters more than momentum.

@Tiger_comments @TigerStars @TigerClub

Earning Season

Follow the latest earnings releases, market reactions, analyst expectations, and community discussions—all in one place.Which company's earnings impressed you the most? Which one was the biggest disappointment?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

mizzmo
11-11 19:52
mizzmo
That 132.5B backlog only works if the balance sheet can carry it. Demand is real, but NVDA still looks cleaner long term.
- Shyon:
  Absolutely!

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":628209783661192,"tweetId":"628209783661192","gmtCreate":1794394374537,"gmtModify":1794397382959,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"authorIdStr":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"userType":2,"introduction":"🎓 Mechanical Engineer\n📦 SCM Certification\n📊 Technical Analysis\n🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.10.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.11.13","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1797135601744,"sortingWeight":0,"wearable":1}],"fanSize":5603,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1910,"starInvestorOrderShareNum":188,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":128.44,"showRor":true,"investmentPhilosophy":"Technical trade lover! ","winRationPercentage":54.545455,"tradeVolumeEst":0},"themes":[{"themeId":"27d522f497824ca9a9fa4c81af5385ca","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Earning Season","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":27d522f497824ca9a9fa4c81af5385ca}&rnconfig={\"headerBarHidden\": true}","description":"Follow the latest earnings releases, market reactions, analyst expectations, and community discussions—all in one place.Which company's earnings impressed you the most? Which one was the biggest disappointment?","image":"https://community-static.tradeup.com/news/5ce17dc28c58a12a2d163568fa054615"}],"images":[{"img":"https://community-static.tradeup.com/news/2e329e929e258b3d1a78f277248dcbf1"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/2e329e929e258b3d1a78f277248dcbf1"}],"title":"","html":"<html><head></head><body>I remain bullish on AI infrastructure, and CoreWeave's <a href=\"https://ttm.financial/S/CRWV\"> $</a><a href=\"https://ttm.financial/S/CRWV\">CoreWeave</a><a href=\"https://ttm.financial/S/CRWV\">, Inc.(CRWV)$ </a> 168% revenue growth and $132.5 billion backlog highlight strong demand. However, its nearly $47 billion debt and massive capital expenditure remain major concerns. Revenue growth does not guarantee sustainable profitability.\n\nPersonally, I would favour NVIDIA over CoreWeave for the long term. <a href=\"https://ttm.financial/S/NVDA\"> $</a><a href=\"https://ttm.financial/S/NVDA\">NVIDIA</a><a href=\"https://ttm.financial/S/NVDA\">(NVDA)$ </a> has a stronger competitive moat through its GPU technology and CUDA ecosystem, while CoreWeave faces greater financing and execution risks.\nI am not chasing the rally. I prefer accumulating quality AI stocks gradually during pullbacks, while monitoring earnings, cash flow and valuations. The AI opportunity remains attractive, but discipline matters more than momentum.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/2e329e929e258b3d1a78f277248dcbf1\"></t-t></body></html>","htmlText":"<html><head></head><body>I remain bullish on AI infrastructure, and CoreWeave's <a href=\"https://ttm.financial/S/CRWV\"> $</a><a href=\"https://ttm.financial/S/CRWV\">CoreWeave</a><a href=\"https://ttm.financial/S/CRWV\">, Inc.(CRWV)$ </a> 168% revenue growth and $132.5 billion backlog highlight strong demand. However, its nearly $47 billion debt and massive capital expenditure remain major concerns. Revenue growth does not guarantee sustainable profitability.\n\nPersonally, I would favour NVIDIA over CoreWeave for the long term. <a href=\"https://ttm.financial/S/NVDA\"> $</a><a href=\"https://ttm.financial/S/NVDA\">NVIDIA</a><a href=\"https://ttm.financial/S/NVDA\">(NVDA)$ </a> has a stronger competitive moat through its GPU technology and CUDA ecosystem, while CoreWeave faces greater financing and execution risks.\nI am not chasing the rally. I prefer accumulating quality AI stocks gradually during pullbacks, while monitoring earnings, cash flow and valuations. The AI opportunity remains attractive, but discipline matters more than momentum.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/2e329e929e258b3d1a78f277248dcbf1\"></t-t></body></html>","text":"I remain bullish on AI infrastructure, and CoreWeave's $CoreWeave, Inc.(CRWV)$ 168% revenue growth and $132.5 billion backlog highlight strong demand. However, its nearly $47 billion debt and massive capital expenditure remain major concerns. Revenue growth does not guarantee sustainable profitability. Personally, I would favour NVIDIA over CoreWeave for the long term. $NVIDIA(NVDA)$ has a stronger competitive moat through its GPU technology and CUDA ecosystem, while CoreWeave faces greater financing and execution risks. I am not chasing the rally. I prefer accumulating quality AI stocks gradually during pullbacks, while monitoring earnings, cash flow and valuations. The AI opportunity remains attractive, but discipline matters more than momentum. @Tiger_comments @TigerStars @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":2,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/628209783661192","repostId":0,"isVote":1,"tweetType":1,"viewCount":916,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","CRWV"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":689,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":628224393102176,"commentId":"628224393102176","gmtCreate":1794397944179,"gmtModify":1794451489985,"authorId":3479274717122482,"author":{"id":3479274717122482,"idStr":"3479274717122482","authorId":3479274717122482,"name":"mizzmo","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":628209783661192,"objectIdStr":"628209783661192","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"That 132.5B backlog only works if the balance sheet can carry it. Demand is real, but NVDA still looks cleaner long term.","text":"That 132.5B backlog only works if the balance sheet can carry it. Demand is real, but NVDA still looks cleaner long term.","html":"That 132.5B backlog only works if the balance sheet can carry it. Demand is real, but NVDA still looks cleaner long term.","likeSize":1,"commentSize":1,"subComments":[{"id":628530642973512,"commentId":"628530642973512","gmtCreate":1794472712149,"gmtModify":1794472946024,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.10.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"},"individualDisplaySort":1,"categoryType":2007,"isScarce":1,"effectEnabled":0,"wearingSort":1,"validityTo":"2026.11.19","validityToTimestamp":1795062002280},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.11.13","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"},"individualDisplaySort":1,"categoryType":2007,"isScarce":1,"effectEnabled":0,"wearingSort":1,"validityTo":"2026.12.13","validityToTimestamp":1797135601744}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1797135601744,"sortingWeight":0,"wearable":1}]},"repliedAuthorId":0,"objectId":628209783661192,"objectIdStr":"628209783661192","type":1,"supId":628224393102176,"supIdStr":"628224393102176","prevId":0,"prevIdStr":"0","content":"Absolutely!","text":"Absolutely!","html":"Absolutely!","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/628209783661192"}