CRWV ▼ -12.3% - CoreWeave, Inc. $CRWV CoreWeave: Investor Says Wall Street Misunderstands Its Nearly $130 Billion AI Backlog and Debt Structure, According to WSJ ? • Neostellar Capital, holding ~$10M in CoreWeave shares, argues most contracted backlog comes from investment-grade customers. • Investor says CoreWeave's debt is backed by long-term AI compute contracts and its business is not dependent on a single customer. • Neostellar's Willy Lee argues investors are conflating concerns about Anthropic's financial outlook with CoreWeave's underlying business. 16-OCT-2026 05:41 PM ET