CoreWeave offers AI infrastruc

CoreWeave offers AI infrastructure to notable clients like OpenAI and Microsoft, while Circle is transforming payments for legacy financial businesses with dollar-pegged stablecoins.

In the shorter term, coreweave will be able to see returns faster as market sentiment is up and the use cases along with the demand for AI infrastructure will be strong. On the other hand, circle requires a transformation on how payment is made and how businesses and consumers make this shift and might require some form of mindset shift before we see explosive growth. So, this might take longer before returns are more firmed up even with the genius act.

Coreweave’s growth is driven in part by debt but with expected rate cuts, this shouldn’t be too much of an issue.

I will wait for further pullback before buying both. Coreweave would be for the short to medium term but expecting returns to be exponential for circle from the medium term onwards.

CoreWeave & Circle: Bearish Scenario to $50?

After last night's big swing. Coreweave and Circle both closed below $70. Some say in the bearish scenario, they may head to $50 or lower. How do you view? Are you on the board or waiting? What's your target price?

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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On the other hand, circle requires a transformation on how payment is made and how businesses and consumers make this shift and might require some form of mindset shift before we see explosive growth. So, this might take longer before returns are more firmed up even with the genius act. \n \n \n \nCoreweave’s growth is driven in part by debt but with expected rate cuts, this shouldn’t be too much of an issue. \n \n \n \nI will wait for further pullback before buying both. Coreweave would be for the short to medium term but expecting returns to be exponential for circle from the medium term onwards.</body></html>","text":"CoreWeave offers AI infrastructure to notable clients like OpenAI and Microsoft, while Circle is transforming payments for legacy financial businesses with dollar-pegged stablecoins. In the shorter term, coreweave will be able to see returns faster as market sentiment is up and the use cases along with the demand for AI infrastructure will be strong. On the other hand, circle requires a transformation on how payment is made and how businesses and consumers make this shift and might require some form of mindset shift before we see explosive growth. So, this might take longer before returns are more firmed up even with the genius act. Coreweave’s growth is driven in part by debt but with expected rate cuts, this shouldn’t be too much of an issue. I will wait for further pullback before buying both. 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