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Drew Cohen Profile picture
Drew Cohen
@DrewCohenMoney
Teaching investing, business, and personal finance. Research @Speedwell_LLC YouTube @DrewCohenMoney
Dec 19 • 37 tweets • 12 min read
CoreWeave is one of the most hyped AI stocks...

But does it deserve it?

In just 5 years it went from a $33M valuation to just shy of a $100B earlier this year.

They have some of the most parabolic revenue growth of any business ever…

A short 🧵 Image In 2022, $CRWV had just $15 million in revenues.

Hardly 3 years later, they are generating over $4.3 billion.

That is a 286x increase in revenues.

And their revenue backlog is a whopping $55 billion! Image