CoreWeave: Why I'm Buying This Controversial AI Stock

2026-01-19 07:50:00 ET

CoreWeave, Inc. (CRWV) is a name that really started to receive a lot of attention in 2025. The debate on whether to buy or sell the stock has been quite fierce, and students of the market will probably agree that the popularity of these "hype " stocks usually doesn’t carry over into a second year. Of course, the operative word here is "usually " and there are many reasons to believe that CoreWeave might actually have the ability to break this trend and build on the gains in share prices that have accumulated during the last twelve months. Large pillars of my bullish argument rest on the fact that the company’s order backlog has nearly doubled on a quarterly basis (moving close to the $56 billion mark), which gives the market another example of a growing AI infrastructure player that is being limited more by supply than by demand. Recent pullbacks have sent the stock well below $100, and I will use these cheaper entry points to establish new long positions and initiate my outlook with a "buy " rating as we begin trading in 2026....

Read the full article on Seeking Alpha

For further details see: