Keith Speights

Yeah, I mean, I actually do agree with what Jason said.

I will say this, though.

The company posted really phenomenal Q3 results.

The numbers look great, but as Jason mentioned, the guidance was a little lower than expected, and that's what has caused this stock to sell off.

But I think it's important to dig into a little bit of why that happened, why that guidance wasn't quite as high as what analysts were looking for.

And one of the main reasons was that CoreWeave's, one of their third-party data center developers,

was simply running behind on a major project, so they weren't able to recognize the revenue like they wanted to.

But I do think this underscores something investors need to be aware of with this stock.

Corweave's fortunes hinge on several things over which the company simply doesn't have much control, including the contractors it uses, power availability.

Right now, that's not a big issue for the company, but down the road, that could become a huge issue, just the availability of getting power to run these data centers.

Well, Emily, you're exactly right.

Rigetti is definitely among the most widely followed up-and-coming quantum computing stocks.

But up-and-coming often means not there yet.

And that's the case with Rigetti, but not so much with Corweath.

Rigetti reported Q3 revenue of only, get this, $1.9 million.

That's pocket change for CoreWeave.

CoreWeave spent a whopping $1.9 billion on CapEx alone in Q3.

Also, Regetti's revenue declined around 18% year over year in its latest quarter.

That's not great.

Meanwhile, CoreWeave's revenue nearly doubled.