$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ NVIDIA’s stock has rocketed to a new high of $184.59, up 2.05% to $181.85, as its AI empire expands, but the real fireworks are in the ecosystem: CoreWeave soared 15.9% to $138.88 after a $14.2 billion Meta compute deal through 2031, while Nebius hit $117.40 (up 2.34% to $110.22), Applied Digital gained 1.52% to $22.55, and Super Micro climbed 1.2% to $47.38. With NVIDIA’s rally showing no signs of slowing, can it push further? Will CoreWeave or Nebius steal the show and outperform? What’s the top pick to surf NVIDIA’s wave? Dive into the momentu

$CoreWeave, Inc.(CRWV)$ management explained the company’s post-IPO development vision, core competencies, and strategic positioning in the context of the rapid global expansion of AI computing infrastructure. They emphasized the explosive growth in AI compute demand, severe infrastructure shortages, and highlighted the company’s unique strengths in technology, physical infrastructure, and capital markets.🔑 Key Takeaways from the Meeting1. Company Vision & PositioningCoreWeave’s strategy is clear: provide cutting-edge infrastructure to meet the parallel computing demands of the AI era.Core mission: Build ultra-large-scale AI computing capabilities globally to meet continuous training and inference demands.Management stressed that the current m

As someone who's generally long-term bullish on CoreWeave $CoreWeave, Inc.(CRWV)$   and Nebius $NEBIUS(NBIS)$  , I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta $Meta Platforms, Inc.(META)$  —quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio

$CoreWeave, Inc.(CRWV)$ $NVIDIA(NVDA)$ CoreWeave’s stock soared over 7% to $139.7 after securing a colossal $6.3 billion order from NVIDIA, locking in the purchase of its remaining compute capacity through April 2032. This partnership, with full details slated for the Q3 earnings report, has NVIDIA shares edging up to $135.8, signaling a tech alliance with massive potential. Can CoreWeave break $140 and beyond? Is this rally the launchpad for a bigger growth saga? Could it rise as an AI giant? Dive into the surge, explore sector impacts, and strategize your next move in this transformative moment. The $6.3B Breakthrough: What Fuels CoreWeave? The deal is a game-changer: Stock Surge: Up 7% to $139.7, with

While the market is still debating "who can outperform $NVIDIA(NVDA)$ ," another chain is quietly shifting—storage (HDD/SSD/NAND/DRAM) + AI server components + edge devices—is being propelled into the spotlight by a wave of inelastic demand driven by both massive models and data center expansion.Today's signals aren't isolated news events, but rather a four-part chain reaction: price hikes → supply tightening → institutions raising forecasts → capital following suit. This sequence includes SanDisk/NAND initiating price increases, Micron/DRAM/NAND implementing price jumps/withholding inventory alongside institutional upgrades, Western Digital and Seagate following suit with HDD price hikes, and leading equipment manufacturer ASML seeing internal bu

The backlog that makes Wall Street blush When a company waves around a $30.1 billion backlog, I tend to sit up straighter. CoreWeave’s recent rally — up more than 200% year-to-date — isn’t just a speculative meme-like surge; it’s underpinned by real contracts that suggest demand for AI infrastructure isn’t just alive, it’s thriving. With quarterly revenue growth topping 200% year-on-year, the numbers speak to an industry hungry for compute. The stock’s rebound from the low $30s to over $117 may look steep, but it reflects a fundamental truth: hyperscale AI demand has become a structural trend rather than a passing fad. One detail investors may not fully appreciate is how much of that backlog is tied to multi-year cloud capacity agreements. This makes CoreWeave’s revenues less lumpy than on

I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H

$Palo Alto Networks(PANW)$ The overall performance of the Q4 fiscal year 2025 earnings report was favorable: both revenue and non-GAAP EPS achieved double-digit growth, with EPS significantly exceeding expectations; subscription-based business momentum was strong, with NGS ARR and RPO showing high year-over-year growth and signs of acceleration, and improved operational efficiency drove non-GAAP operating margin to historically exceed 30%. The downside lies in the year-over-year decline in GAAP net profit and the still-moderate hardware market conditions; however, management's FY26 and Q1 guidance both exceed market consensus expectations, coupled with the "platformization + AI security" strategy and the proposed CyberArk acquisition to address id

$Bullish(BLSH)$ $Coinbase Global, Inc.(COIN)$ $Invesco QQQ(QQQ)$ 🔥🏦 I'm convinced Bullish ($BLSH) is setting the stage to dominate institutional crypto trading, and today’s tape strengthens the case. 🎯 Technical ignition underway: Inverse head and shoulders confirmed at $68.80 with RSI at 73, a clear volume surge, and volatility compression within Keltner and Bollinger bands resolving higher. From IPO at $37 to a $117.25 peak in the first 10 minutes, demand was explosive; the current consolidation just under $70 is aligning with a measured move higher. 🏦 Wall Street DNA:  CEO Tom Farley, former NYSE president and ex-ICE executive, has built an institutional-f

$CoreWeave, Inc.(CRWV)$ $Grab Holdings(GRAB)$ CoreWeave's stock tumbled 8% to $94.00 after executive Kristen McVeety sold 310,000 shares worth $29 million, sparking investor concerns amid a broader market mixed open. This move comes as the cloud computing firm's $60.40 billion market cap faces scrutiny over rapid insider sales. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 signals calm, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel add nuance. Is CoreWeave under $100 a bottom-fishing gem? Would you buy now or wait for $80? This deep dive explores the sell-off, market dynamics, and strategies to bet on a rebound or hedge the risk.

The recent $6.3 billion order from NVIDIA has completely reinforced my conviction in CoreWeave. Seeing NVIDIA commit to purchasing CoreWeave's unsold compute capacity all the way through 2032 is not just a short-term catalyst—it's a validation of CoreWeave's long-term relevance in the AI infrastructure space. This deal essentially gives CoreWeave a predictable demand pipeline for years to come, and that's rare in such a fast-changing industry. For me, this is more than just a headline number. It signals trust. If a giant like NVIDIA $NVIDIA Corp(NVDA)$   is willing to lock in capacity from CoreWeave $CoreWeave, Inc.(CRWV)$   for nearly a decade, it means

$Bullish(BLSH)$ Bullish has ignited a market frenzy, soaring over 80% yesterday and continuing its climb in after-hours trading, reaching $18.50 from its debut price of $10.20 on August 13, 2025. Unlike traditional IPOs, Bullish allocated a striking 20% of its offering to retail investors—double the typical sub-10% level—signaling a bold move to empower individuals while stabilizing its share price through broader ownership. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $124,002, the market’s bullish pulse is undeniable, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel inject uncertainty. Echoing Circle’s 700% IPO surge since June 2025, Bullish’s rally raises the question: is it time to take profits, o

$CoreWeave, Inc.(CRWV)$ CoreWeave (CWE): The AI Cloud Pioneer Set to Soar Beyond the Hype CoreWeave (NYSE: CWE) has dipped 8% to $94 following executive Kristen McVeety’s sale of 310,000 shares worth $29 million, pushing the stock below the coveted $100 mark. While this plunge has sparked hesitation, I see it as a clarion call for visionary investors to seize an undervalued gem in the AI-driven cloud computing revolution. Far from a signal of distress, this dip is a launchpad for CoreWeave to redefine the future of decentralized AI infrastructure, delivering exponential returns. Here’s why CWE is a bold buy, with a unique growth narrative that outshines the noise. The Hidden Power of Decentralized AI Infrastructure CoreWeave isn’t just another clo

$CoreWeave, Inc.(CRWV)$ CoreWeave's shares blasted past $100 on August 28, 2025, closing at $104.50 after Cantor Fitzgerald initiated coverage with an Overweight rating and a $116 price target, citing the trillion-dollar AI infrastructure opportunity. The cloud computing firm, valued at $60.40 billion, has skyrocketed 179.6% year-to-date, driven by its Nvidia GPU-powered AI servers. Meanwhile, Figma's stock at $73 has drawn a Neutral rating from JPMorgan with a $65 target, though FactSet's average Overweight rating and $75 mean PT offer a glimmer of hope for the design software leader. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30% on EU/Mexico, 35% on Canada) and oi