I continue to collect CoreWeave during this pullback because the long-term story hasn't changed—only the short-term mood has. The recent weakness looks more like a digestion phase after rapid gains than a fundamental breakdown. In fast-moving AI infrastructure names, pullbacks are often where conviction gets tested, and this is exactly the kind of volatility that creates opportunities for those willing to look beyond the next few weeks.

At its core, CoreWeave sits right in the sweet spot of the AI arms race: specialized, high-performance GPU cloud infrastructure built specifically for AI workloads. As hyperscalers, AI labs, and enterprises race to train larger models and deploy inference at scale, demand for purpose-built compute remains structurally strong. Capacity constraints, long-term contracts, and increasing utilization all point to a business that benefits from both volume growth and operating leverage over time.

The pullback itself also helps reset expectations. Valuations in the AI space ran ahead of fundamentals in certain phases, and some cooling is healthy. Rather than chasing momentum at highs, I prefer accumulating when sentiment turns cautious but the growth runway remains intact. As CoreWeave scales, improves margins, and deepens relationships with key customers, the market is likely to refocus on execution rather than short-term price swings.

That's why I believe this could be a great year for CoreWeave. Not because the stock will move in a straight line—but because the company is positioned at the heart of one of the most powerful secular trends in tech. If AI demand continues to compound as expected, today's pullback may look like a footnote in hindsight, while disciplined accumulation during weakness could prove to be the real edge.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.  

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