$CoreWeave, Inc.(CRWV)$ just p

$CoreWeave, Inc.(CRWV)$ just posted $838M in adjusted EBITDA with 61% margins - proof this ain't some cash-burning growth stunt. Compared to $Oracle(ORCL)$ 's snail-paced 17% growth still getting 10x forward sales multiple, assigning similar valuation to triple-digit growth $CoreWeave, Inc.(CRWV)$ makes perfect sense. As long as they keep converting that $55B backlog at current pace, the premium multiple is totally warranted.

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