CoreWeave reported Q3 revenue up 168% to $3.66 billion and a revenue backlog of $132.5 billion; following the beat the CEO canceled a planned share sale program and the stock jumped about 20% (reports show a 15–20% pre/post‑market move). The company also highlighted improved AI economics and vowed more discipline on debt. For everyday investors this is a live signal about demand for AI compute and the knock‑on impact across chipmakers and data‑center suppliers — it already sparked rallies in Micron, Lumentum and others. Do members see CoreWeave’s numbers as proof the AI capex cycle is still running, or is this an isolated cloud/compute bounce?