RaymondReed
RaymondReed
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$CoreWeave, Inc.(CRWV)$  Amazon is down on its Christmas sales forecast, Google is down on ad revenue, but both are doing well in cloud. Intel is just Intel, pushing old PC chips nobody wants. Zero bad news for CoreWeave.
$CoreWeave, Inc.(CRWV)$ This looks like an unrelated overreaction. Algos are trading this the same way across the board. The flush already happened. There could be a surprise coming tomorrow.
$CoreWeave, Inc.(CRWV)$ Once all this noise settles, I think I'm going to pick this one up. Kind of a nod to the CoreWeave crowd. Their colors, 2027. Nothing is going to stop CRWV. They'll open data centers all over the world, and they keep signing deals. I guess all the bears are 100% wrong. Or maybe the bulls are wrong. I'm betting on the bulls. 2027 could bring a convertible.
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ Jensen is essentially carrying the entire AI effort on his back while the rest of the team drags things down.
$NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ All this because the non-AI company $Intel(INTC)$  can't hold it together?
$CoreWeave, Inc.(CRWV)$ Good news here. Management formally terminated the 35 million share equity distribution facility on October 23, 2026, meaning it was completely wiped off the table without a single share being sold into the open market.
avatarRaymondReed
10-29 03:09
$CoreWeave, Inc.(CRWV)$ Long way to go, but it looks like shorts are closing out one at a time.
avatarRaymondReed
10-28 05:45
$CoreWeave, Inc.(CRWV)$ Shorts are now involved knee deep in CRWV. They're running out of time. Will they short again, or cover?
$SK hynix(SKHY)$ CITI's net income is higher than $NVIDIA(NVDA)$ , and it has posted better growth than $NVIDIA(NVDA)$  for years. Based on NTM EPS, it trades at roughly 1/5th the price of NVDA. Would you buy $NVIDIA(NVDA)$  at an 80% discount? The $T-REX 2X Long DRAM Daily Target ETF(RAM)$  ETF looks like a safe bet.
$NVIDIA(NVDA)$ They won't let this go further down from here.
$CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $Cipher Mining Inc.(CIFR)$ Shorts could be in for a rough time here. Oil is plunging and chips are ripping.
$CoreWeave, Inc.(CRWV)$  $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ I trimmed all of my positions close to the highs recently. I plan to double my share count when the time is right. The election is in 12 days. The bulls will make serious money here soon enough.
$CoreWeave, Inc.(CRWV)$ It looks coiled to break through that 65 overhead and run toward 70. The tight range down here sets up nicely.
$Jet.AI Inc.(JTAI)$ Scarcity of grid-ready sites is real. Jet.AI is stacking 1 GW+ potential capacity while $CoreWeave, Inc.(CRWV)$ , $NEBIUS(NBIS)$ , $Vertiv Holdings LLC(VRT)$ , and $TeraWulf Inc.(WULF)$  ride the same AI infrastructure demand. Cleaner focus after the aviation pivot.
$CoreWeave, Inc.(CRWV)$  Three months ago, if I had said we'd see a bunch of people turning bullish after breaking into 61, most would have dismissed it.
$CoreWeave, Inc.(CRWV)$ Futures are already up sharply. Level II pre-orders are now over $63. My guess is $72.
$CoreWeave, Inc.(CRWV)$ Their current revenue stream supports the debt. They're taking out debt to go after the total addressable market. This is a market leader.
$CoreWeave, Inc.(CRWV)$ Dropped 15% yesterday after some of its bonds briefly yielded 15%. That looks like a financing scare, not a broken business. $104B backlog, BofA and Deutsche kept their Buys, and Jensen says it's getting stronger. Most neoclouds won't survive. CRWV will.

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