To The Moon

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.