CRWVCRWVCoreWeave, Inc. Class A
$48.74
24h
+17.28%
Wall St EngineWall St Engine
10 Nov, 22:52

Strong demand and sold-out capacity through 2027

Bullish-0.49%

AI Summary

The author highlights CoreWeave's strong demand outlook, noting that capacity is largely sold out through 2027 with qualified demand significantly exceeding supply, indicating a bullish view on the company's growth trajectory.

CoreWeave $CRWV says it's "largely sold out through 2027," and all 2028 capacity offered so far has also been sold. Qualified demand is 10x available capacity through 2027, while 2028 demand is already several times supply. It sees no material risk to its 2027 deliveries. https://x.com/wallstengine/status/2120288491817042281/photo/1

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