CoreWeave (NASDAQ:CRWV) just shocked the market after a sharp post-earnings selloff. But buried in the report is a staggering $66.8 billion backlog tied to the exploding demand for AI computing power.
The numbers reveal a strange paradox. Massive growth, rising debt, and a market reaction that might be missing the bigger AI infrastructure story.
Stock prices used were the market prices of March 4, 2026. The video was published on March 8, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.