MikiNg
MikiNg
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12-02
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11-11
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@Shyon:$CoreWeave, Inc.(CRWV)$ During this round of market turbulence, I've taken the opportunity to accumulate more shares of CoreWeave following its post-earnings selloff. While the company's latest quarterly results fell short of expectations, my conviction in its long-term potential remains intact. In fact, I view this dip as a chance to strengthen my position in a company that stands at the forefront of the AI infrastructure revolution. The earnings miss was largely due to near-term challenges — mainly capacity expansion delays and higher operational expenses from scaling its data centers. These short-term headwinds, while disappointing to the market, don't change the underlying growth story. CoreWeave continues to play a pivotal role in provid
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10-31
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08-13
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02-19
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Live Streaming: 2025 Outlook: Trump's Policies, S&P 500 Resilience, and Nvidia's Earnings
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2024-09-23
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2024-08-02

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