$T-Rex 2X Long CRWV Daily Target ETF(CRWU)$$CoreWeave, Inc.(CRWV)$ Coreweave stock dropped massively 2 days in a row after bloomberg report that META was planning a cloud business to sell computing power. However, i dont think that there is any change in the hyperscalers procurement direction towards GPU compute and also the GPU shortage is still the norm across the industry. Meta also have a lease with Coreweave until 2032 and probably will not be able to resell the capacity they got from Coreweave. Coreweave is a super high Beta stock that moves very fast so im making a small entry as the price is ve dry attractive now after 2 days of big drop.
$Sea Ltd(SE)$ Finally managed to hit $100 price and decided to cash out as price hit my target but took way longer than expected. Many other stocks on big discount now.