CoreWeave beats on revenue, sets new revenue records according to CEO

Now for more on Core Weave, let's bring in Moffett Nathansson managing director Nick Delo. Nick, you've been sort of cautious on this name given its valuation. What do these numbers do for you.I mean, there's continued strength, but not as much strength as some of the bulls were hoping for. >> Yeah, I I would generally agree with that take. You know, I think that the numbers were solid.Uh the the backlog, you know, coming in at 55 billion, um up from 30 billion at the end of the second quarter. uh remember ...