CoreWeave (CRWV) earnings opened a floodgate for bullish momentum in the neocloud space after what HyperFRAME's Don Gentile calls a substantial boost in demand. The question now lies in how quickly CoreWeave can deliver on its backlog as it races to pay off growing debt. Don makes the case that the company gravitating toward a full AI stack buildout will make its business model appealing even as it battles slim margins.