CoreWeave: From Growth Story To Capital Story

Core Insights - CoreWeave, Inc. (CRWV) experienced significant growth in its latest quarter, with revenues increasing by 110% and a backlog reaching $66.8 billion [1] Company Performance - The company reported one of the best infrastructure growth quarters in cloud history, indicating strong demand and operational efficiency [1] Investment Potential - The investment strategy focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 3-5 times the downside risk [1]