At this price, $CoreWeave, Inc.(CRWV)$  either gets bought out by META or MSFT, or they keep gobbling up compute contracts. Things are starting to heat up.

$CoreWeave, Inc.(CRWV)$  This stock should be at least $110.00. Still a great buy in my view. Cathy Wood picked up tens of thousands of shares at prices well above this level.

$CoreWeave, Inc.(CRWV)$  Smart hedge fund types seem to think CRWV is going to get bought by a big data center player, with Anthropic at the top of the list. They may wait until after the IPO to avoid slowing things down, but it looks like a no-brainer. Buy and build data centers with overvalued stock instead of dealing with the cash burn they signed up for. The heavy volume looks like smart hedge funds positioning for that outcome. $120 trade.

$CoreWeave, Inc.(CRWV)$ Morgan Stanley downgraded Dell four times, pointing to tariffs and the memory super cycle forcing them to spend more. Dell ended up rising 6-7x above their rating. I emailed their analyst about how wrong that call was and how it hurt their credibility, and the reply was basically one line admitting they were wrong, followed by several paragraphs defending his track record with a few examples. Zero accountability, and anyone who sold early on that call lost.

$CoreWeave, Inc.(CRWV)$  There's a large descending wedge visible on the all-time chart. A breakout toward all-time highs could be close.

The $3.7B is to convert senior notes and set up an ATM program that allows up to 35M new shares. The goal is to fund AI infrastructure expansion, capital expenditures, debt repayment to maneuver around rate hikes, operations, and potential acquisitions. It is not simply to cash out shareholders. The other focus is turning capital into more AI capacity and revenue. The convertible notes carry a low 2.875% interest rate, while the initial conversion price of $97.85 is well above the stock price when it was announced. $CoreWeave, Inc.(CRWV)$  also purchased capped calls to reduce potential dilution from the convertible notes, which looks like a safer approach for investor stock prices. In the end, if AI demand and GPU utilization stay strong, th

$CoreWeave, Inc.(CRWV)$ These should keep performing well through the rest of the year. Data center and neocloud FOMO could come back soon. NBIS, IREN, APLD, CIPHR are all solid names in that space.

$CoreWeave, Inc.(CRWV)$ No matter what anyone says, Coreweave will rebound. There's still money to be made here. Sure, it can go lower, but the risk/reward is better here than when it's above $100. So buy and hold, or don't. Simple.

$CoreWeave, Inc.(CRWV)$ To me the best strategy is to lock in compute, leases, and power now while Trump is keeping the feds out of the industry's way, which is really a policy window gift. Get as much infrastructure built as possible before a future Democrat admin can change the rules. Better to build on high rates than wait and find out you can't build at all.

$CoreWeave, Inc.(CRWV)$ The AI regulation scare looks like a manufactured bear market move. Some institution, possibly Morgan Stanley or a hedge fund, needed the market pullback for their quarterly short positions.

$CoreWeave, Inc.(CRWV)$  broke $81

$CoreWeave, Inc.(CRWV)$ The market seems to be pricing in a Fed rate hike. I think it could push higher into the end of the week. I'm planning to add shares in small batches ahead of the Fed announcement.

$CoreWeave, Inc.(CRWV)$ The short-term selloff looks tied to Amodei and the others who keep calling for a slowdown while accelerating their own arms race. That doesn't add up.

$CoreWeave, Inc.(CRWV)$  Oracle is still priced like a software company that rents GPUs. Last quarter it shipped like an AI factory: +121% infra, 850 MW, 300k GPUs, 98% utilization, old boxes renewing at a 20% premium, $664B backlog with a large prepaid slice. At half a trillion they already have scale. A trillion does not need a new story—just this one converting a few more years while the market argues about the burn.

$CoreWeave, Inc.(CRWV)$ Looking ahead: why AI infrastructure keeps expanding regardless of Fed rates. AI demand is non-cyclical, it is structural. The compute demand is driven by hyperscalers, enterprise AI adoption, sovereign AI, defense and national security, and inference workloads exploding. These forces do not slow down because the Fed moves 25-50 bps. AI is not a discretionary consumer product. It is a strategic infrastructure race. Hyperscalers are increasing capex even during high-rate periods. Look at the last two years, rates were the highest in 20+ years, yet Microsoft AI capex, Google AI capex, Meta AI capex, and Amazon AI capex all hit record highs. If the biggest buyers of compute are accelerating spending in a high-rate environ

$CoreWeave, Inc.(CRWV)$  It's up 128 percent from the start anyway. I just hope some big institution doesn't use my buy as exit liquidity.

$CoreWeave, Inc.(CRWV)$  CRWV is the kind of name you stay bullish on because it's not just a trade, it's a conviction story. The company has locked in a $99–104B backlog of take-or-pay contracts, guaranteeing demand for years to come, while revenue is doubling year-over-year with guidance raised to $12–13B for 2026. NVIDIA's strategic stake cements CoreWeave's role as the backbone of AI compute infrastructure, and institutions are heavily positioned, showing smart money conviction. Yes, the debt load makes it hypersensitive to rates, but that leverage is fueling expansion at scale — and the tape is proving resilient, with the 92–93 shelf holding firm and buyers attempting to protect the 92-93 support level. Thi

$SUPER MICRO COMPUTER INC(SMCI)$ The valuation gap here is getting hard to ignore. Looking at the P/E comparison: SMCI: 11.85x trailing | 8.89x forward HPE: 54.78x trailing | 15.13x forward DELL: 39.23x trailing | 25.92x forward CRWV: No meaningful P/E — unprofitable NBIS: ~1,637x trailing And then SMCI's fundamentals: - $11.1B Q4 revenue - ~93% YoY growth - $1.70 adjusted EPS - $65B–$72B FY27 revenue guidance - ~$39B trailing revenue Even with all that, the market is pricing SMCI at less than 9x forward earnings. DELL's forward multiple is nearly 3x SMCI's. HPE's is roughly 70% higher. That's the setup. SMCI doesn't need a CRWV/NBIS-style valuation to work. A rerating toward even HPE's forward multiple would represent roughly 70% multiple ex

$CoreWeave, Inc.(CRWV)$ Frustrating one. I did a quick trade and made $1.5K in 2 minutes, but with a bit more patience that would have been $12K. Oh well. I still think this is a $200 stock by Christmas. If another dip shows up, I plan to buy it hard.

$CoreWeave, Inc.(CRWV)$  A friend of mine said he would buy $NEBIUS(NBIS)$  on any pullback, but it looks like he still hasn't gotten the chance.