CoreWeave just disclosed they have 10x more qualified demand than capacity through end of 2027. And 2028 demand already several times larger than what they'll have available — before even formally marketing it.
This is the supply-demand reality behind AI infrastructure. The sector's been sold off hard lately, but when you see order books like this, it's tough to stay bearish long-term. Capacity constraints are real, pricing power intact.
AI stocks out of favor right now. Won't last. These are the setups I like — strong fundamentals, weak sentiment, time to build positions before the crowd notices again.
This is the supply-demand reality behind AI infrastructure. The sector's been sold off hard lately, but when you see order books like this, it's tough to stay bearish long-term. Capacity constraints are real, pricing power intact.
AI stocks out of favor right now. Won't last. These are the setups I like — strong fundamentals, weak sentiment, time to build positions before the crowd notices again.