Milk Road AI
One Earnings Report Just Flipped the Entire AI Stock Market
Nov 12, 2026
About this episode
In today's episode, Melvin breaks down CoreWeave's latest earnings, including its $132.5 billion revenue backlog, 168% revenue growth, and AI compute demand reportedly exceeding available capacity by 10 times. Despite burning $7.5 billion in a single quarter and carrying nearly $47 billion in debt, CoreWeave is showing signs of improving profitability, rising GPU rental prices, and massive customer commitments. But the real story goes beyond CoreWeave. AI compute prices are reportedly doubling, companies are paying upfront to secure GPU capacity, and electricity shortages are becoming one of the biggest bottlenecks in the AI infrastructure boom. Could these constraints actually make companies like Nebius (NBIS), IREN, and CoreWeave more profitable? ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.