Should You Buy CoreWeave Before Feb. 26?

Core View - CoreWeave has experienced significant stock growth, with an increase of over 300% post-IPO and currently up nearly 140% since its market debut [1][2] Company Performance - CoreWeave has seen consistent revenue growth, achieving triple-digit increases in each of the past three quarters [5] - The company offers AI customers access to Nvidia's top GPUs, allowing them to rent these resources flexibly, which has contributed to its popularity [4][5] - Nvidia is an investor in CoreWeave and has committed to purchasing any unused cloud capacity through April 2032, indicating strong confidence in the company's future [8] Market Position - CoreWeave has been the first to make Nvidia's latest systems available, capitalizing on high demand for GPUs that often exceeds supply [6] - The company is well-positioned to benefit from ongoing developments in the AI sector, with a strong relationship with Nvidia enhancing its market standing [6][8] Upcoming Events - CoreWeave is scheduled to report earnings on February 26, which follows earnings reports from other major AI companies, potentially influencing investor sentiment [12] - There is optimism surrounding the upcoming earnings report, although recent market trends show caution among investors regarding AI stock valuations [13] Investment Considerations - While CoreWeave presents growth opportunities, it faces challenges related to heavy infrastructure investment and increasing debt levels, making it less suitable for cautious investors [9][11] - Growth investors may find CoreWeave a compelling option, whether investing now or after the earnings report [14]