CoreWeave beats Q1, guides soft, drops 10% premarket.

$2.08B revenue beat. $99B backlog. Meta, Anthropic, massive enterprise commitments. The fundamentals are real.

But Q2 guidance came in below Street at $2.45-2.6B and operating income missed badly. Market sold it immediately.

This is the kind of thing I'm tracking in real time. On markets.xyz you can pull the CRWV chart alongside NVDA, AI/tech correlated plays, and whale flows to see who's actually buying this dip vs who's fading it.

Is this a reset or just a speed bump along the way?