I think CoreWeave’s
$CoreWeave, Inc.(CRWV)$ Q3 results confirm strong AI infrastructure demand. Its 168% revenue growth and $132.5 billion backlog are impressive, but I am more concerned about its huge debt, rising interest expenses and heavy capex. Strong demand does not always translate into sustainable profits.
I remain bullish on the long-term AI theme, but I see $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ as relatively established plays compared with CRWV, which carries higher financing and execution risks. I would like to see stronger cash flow and better debt management before increasing exposure.
For now, I would not chase the after-hours rebound. I prefer to wait for price stabilization and clearer signs of profitability. AI has a long runway, but cash flow and risk management matter just as much as revenue growth. Patience over FOMO!
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