In today’s post:
The Number That Doesn't Add Up 😖
The Number That Doesn't Add Up 😖
CoreWeave $CRWV ( ▼ 1.53% ) just printed a number that stops you mid-scroll: $99.4 billion in contracted backlog.
The whole company is worth around $57 billion.
That means CoreWeave has already sold more future business than Wall Street thinks the entire enterprise is worth. Yes, backlog isn't profit. Yes, it converts over years. But a gap that wide doesn't get ignored forever.
Where The Stock Sits Right Now
CRWV trades at roughly $106 per share, up 40.13% year-to-date.
Since the last deep analysis, it's returned ~30%, against the S&P 500's ~10% over the same stretch. Not bad.
But zoom out and the picture gets more interesting.
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