HaroldAnderson
HaroldAnderson
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avatarHaroldAnderson
10-23 11:05
$SpaceX(SPCX)$ $Cerebras Systems(CBRS)$ $CoreWeave, Inc.(CRWV)$ $BITMINE IMMERSION TECHNOLOGIES INC(BMNR)$ $Oklo Inc.(OKLO)$ Large players are toying with retail. Nothing out of the ordinary has happened in the world or in the news. Same political drama, inflation concerns, rate hikes, yield curves, oil prices, the usual. They are manipulating the algorithms, which I believe now account for 80% of the trading. The idea, in my view, is to frustrate retail investors and buy their shares cheap. Look at the volatility and price swings lately. Even the 2020 v
avatarHaroldAnderson
10-23 09:05
$CoreWeave, Inc.(CRWV)$ Can't wait for this to bounce back to 60. It'll feel like winning the Super Bowl.
$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ Large trade showing up here. Someone bought $CoreWeave, Inc.(CRWV)$  85 calls expiring 03/19/2027, total premium around $17.2M.
$CoreWeave, Inc.(CRWV)$ This is a company with real orders, and they can easily pay down debt. Demand is surging. Owning this one feels like a solid position.
$CoreWeave, Inc.(CRWV)$ If this drops below 60 again, this board is going to get crazy.
$APPLIED DIGITAL CORP(APLD)$ APLD is showing a clear bullish reversal setup. A rebound toward $20–22 could be in play soon. The key is whether it can hold above $19.25 and build upward momentum. An encouraging technical setup for sure. $CoreWeave, Inc.(CRWV)$  $Cipher Mining Inc.(CIFR)$  $TeraWulf Inc.(WULF)$  $IREN Ltd(IREN)$ 
$CoreWeave, Inc.(CRWV)$ I think I'd be a lot more worried if I were on the bear side. You always have to expect more chaos than you ever thought possible. But from where things stand now, after all this pressure, how much more can really be expected? Good luck to everyone.
$CoreWeave, Inc.(CRWV)$ Who is actually selling this at 60? The bankruptcy narrative feels like something spun up to push people into that kind of move, lol.
$NEBIUS(NBIS)$ It doesn't have a potential debt problem like $CoreWeave, Inc.(CRWV)$ , and I don't think they do either. If Nebius' competitor has an issue, doesn't that mean NBIS should be up? I think the market just doesn't understand what's going on.
$CoreWeave, Inc.(CRWV)$ Regulation remains relatively permissive and agentic AI adoption continues accelerating. Vera Rubin could strengthen CoreWeave's competitive position because it gives customers access to leading-edge infrastructure earlier than many alternatives.
Before selling any stock, ask yourself why you bought it in the first place. You did your due diligence, so have confidence. $APPLIED DIGITAL CORP(APLD)$  $SpaceX(SPCX)$  $Firefly Aerospace Inc.(FLY)$  $CoreWeave, Inc.(CRWV)$ 
$CoreWeave, Inc.(CRWV)$ Inching closer to the $90 ceiling. Once it breaks, it could really take off.
$CoreWeave, Inc.(CRWV)$ Could be shorts or market makers selling fake shares, hard to say. But they hit that spike hard. All FTDs still have to be delivered, and the shorts will get squeezed.
$CoreWeave, Inc.(CRWV)$ Interesting stat: CoreWeave has about the same compute capacity as SpaceX right now, around 2 GWs. Musk is touting up to 50 million per MW, which works out to about 100 billion in revenue for 2 gigs. CoreWeave has about 130 billion in LT contracts, and even if 10% of the smaller renewals get bumped to the 40-50 range, the results are staggering. Musk is touting 300-500 billion in revenue from 10 GWs. CoreWeave will have 8 in a couple of years.
$CoreWeave, Inc.(CRWV)$ A solid multi-year collaboration with Amazon, Google, or Meta would be nice to see. That kind of announcement could drive a 25% jump in a single day.
$CoreWeave, Inc.(CRWV)$  The algos have been pretty brutal against tech today. Makes no sense, but that's how big money takes from retail. Could just as easily be up big tomorrow for no good reason.
$CoreWeave, Inc.(CRWV)$ Macro noise is letting funds keep it pinned down here while they load up or cover. This time it's not going to stop at 120.
$CoreWeave, Inc.(CRWV)$ Looks like another stop loss hunting day. Volume is very low because nobody is really selling. All algo-driven theft, and no good reason for a second big drop day. There was more reason to be green heading into the end of the week, but things got pushed down instead. Just feels like a rigged setup. Seems like they want to run through the $85 stop losses.
$CoreWeave, Inc.(CRWV)$ Big drop on very low volume. Market makers and hedge funds are doing their usual thing. Volume is really low because nobody is actually selling. The buy orders will have to be processed by market makers at some point.
$CoreWeave, Inc.(CRWV)$ JPMorgan upgraded CoreWeave to Overweight from Neutral, with a price target of $125, up from $120. Analyst Samik Chatterjee pointed to the favorable pricing backdrop for compute as the main driver. CoreWeave is seeing strong demand and is leaning into short-term contracts at premium pricing. JPMorgan also raised its revenue and margin forecasts, which Chatterjee noted stands in contrast to a lackluster share price performance driven by investor concerns around capital intensity.

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