📊 My take: $CoreWeave, Inc.(C-To The Moon - Tiger Brokers Online Investing Community - To The Moon

📊 My take: $CoreWeave, Inc.(CRWV)$ is no longer just a GPU client — its evolving into an AI infrastructure play. But at 248% gain since IPO and now trading at a premium to Nvidia, the bar for future performance is sky high. Nvidia remains the backbone, but $APPLIED DIGITAL CORP(APLD)$ is quietly becoming the dark horse — stable cash flows from infra leasing, but still flying under the radar.

💡 Strategy: CRWV = high-growth, high-risk. APLD = underrated pick-and-shovel play. $NVIDIA(NVDA)$ = gold standard. If forced to choose? I'd ride NVDA for quality, APLD for optionality, and keep CRWV on a tight leash.

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.

Comments

moonzo
06-05
moonzo
Great insights on those stocks! [Wow]
wubbix
06-05
wubbix
Interesting perspective

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Now, the spotlight has shifted to nuclear energy and quantum computing. \nJensen stated that quantum computing is reaching a critical inflection point. \nNuclear-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. \nWith 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?\n","image":"https://community-static.tradeup.com/news/3c2975065ab8974e0d800f00fb6bbc16"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>📊 My take:&nbsp;<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> is no longer just a GPU client — its evolving into an AI infrastructure play. But at 248% gain since IPO and now trading at a premium to Nvidia, the bar for future performance is sky high. Nvidia remains the backbone, but&nbsp;<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a>&nbsp;&nbsp;is quietly becoming the dark horse — stable cash flows from infra leasing, but still flying under the radar.</p>\n<p>💡 Strategy: CRWV = high-growth, high-risk. APLD = underrated pick-and-shovel play.&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; = gold standard. If forced to choose? I'd ride NVDA for quality, APLD for optionality, and keep CRWV on a tight leash.</p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><p>📊 My take:&nbsp;<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> is no longer just a GPU client — its evolving into an AI infrastructure play. But at 248% gain since IPO and now trading at a premium to Nvidia, the bar for future performance is sky high. Nvidia remains the backbone, but&nbsp;<a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a>&nbsp;&nbsp;is quietly becoming the dark horse — stable cash flows from infra leasing, but still flying under the radar.</p>\n<p>💡 Strategy: CRWV = high-growth, high-risk. APLD = underrated pick-and-shovel play.&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; = gold standard. If forced to choose? I'd ride NVDA for quality, APLD for optionality, and keep CRWV on a tight leash.</p>\n<p><br></p></body></html>","text":"📊 My take: $CoreWeave, Inc.(CRWV)$ is no longer just a GPU client — its evolving into an AI infrastructure play. But at 248% gain since IPO and now trading at a premium to Nvidia, the bar for future performance is sky high. Nvidia remains the backbone, but $APPLIED DIGITAL CORP(APLD)$ is quietly becoming the dark horse — stable cash flows from infra leasing, but still flying under the radar. 💡 Strategy: CRWV = high-growth, high-risk. APLD = underrated pick-and-shovel play. $NVIDIA(NVDA)$ = gold standard. If forced to choose? 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[Wow]","text":"Great insights on those stocks! [Wow]","html":"Great insights on those stocks! [Wow]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":442738821177576,"commentId":"442738821177576","gmtCreate":1749113032351,"gmtModify":1749117676364,"authorId":3479274806242608,"author":{"id":3479274806242608,"idStr":"3479274806242608","authorId":3479274806242608,"name":"wubbix","avatar":"https://static.tigerbbs.com/d0164ea7c27dfdf8c987c88fa9aebdea","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":442494906032200,"objectIdStr":"442494906032200","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Interesting perspective","text":"Interesting perspective","html":"Interesting perspective","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/442494906032200"}