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06-04
I’ve been following CRWV since its early Nvidia tie-up — and while the growth story is incredible, the market’s optimism now feels priced for perfection.

Yes, the fundamentals are eye-popping:
✅ 276% YTD
✅ 78% of Nvidia’s AI portfolio
✅ Microsoft now 62% of revenue
✅ $1.9B revenue
✅ Long-term infra locked in with APLD

But let’s be real. at this valuation, you’re not just buying CoreWeave’s performance… you’re buying flawless execution of a $23B capex plan, no GPU supply hiccups, and perfect timing with Nvidia’s upgrade cycle. That's a tall order.

Personally, I’ve rotated some early gains from CRWV into Nvidia and APLD. I still believe in the AI infra trend, but CRWV at this level feels more momentum-driven than value-backed.

📈 My prediction? Near-term upside to $165 if risk sentiment holds, but a correction feels overdue, especially if Blackwell adoption shifts demand away from older GPU inventory.
I’m holding Nvidia as the quality anchor, watching CRWV for re-entry on pullbacks.

AI, Quantum, Then Nuclear: Are Meme Sector Swaps New Alpha?
Just a few days ago, the market darling was CRWV, Nvidia’s favored pick. Now, the spotlight has shifted to nuclear energy and quantum computing. Jensen stated that quantum computing is reaching a critical inflection point. Nuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska. With the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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