CoreWeave (i) – the neocloud pure play with which I continue to bet on the heart of the AI boom!

For me, my CoreWeave trade remains active, as the company embodies the heart of the AI supercycle like few others. As a publicly traded neocloud pure play, CoreWeave rents out nothing less than concentrated AI computing power – and the current numbers speak for themselves. An order backlog of $104 billion, more than $25 billion in new commitments after the quarter ended, and an upgraded annual forecast of up to $13.2 billion show me: The demand is not only there, it is accelerating. What particularly convinces me is the pricing power . Because...