Expect CoreWeave weakness to be bought with strong AI demand and revenue growth: Citi's Tyler Radke

Transcript

in March sees another 7% upside from here. Joining me now is Tyler Radtke, co-head of US software equity research at Citi. Tyler. So the backlog on core, we've the business that it has in the pipeline was not as impressive as some had hoped. And yet they still have these pretty solid capital build plans. Why is that not a concern? >> Yeah. So I thi... Read More