February 20, 2026 05:01 AM GMT CoreWeave | North America Getting Back to Executing in a Supply Constrained Environment? Despite an underwhelming Q3 sparking incremental investor skepticism around CoreWeave's value proposition and ability to consistently execute in a tightened supply environment, shares have traded up ~36% YTD and over the trailing three-month period, meaningfully outpacing large cap software -16% and -14% over the same timeframes. This likely keeps investor expectations elevated into Q4, pa ...