$CoreWeave, Inc.(CRWV)$ Stock was at $90 in early October and the company never warned or gave any negative signals. Earnings should come in strong, the outlook probably looks solid too, and they might even add a few extra details on top of that.
$CoreWeave, Inc.(CRWV)$ This isn't the short squeeze. It's just smart investors buying the bottom. The squeeze starts once shorts realize there's nowhere left to go but up from here. When that happens, it could be a fast move toward $150 or higher.
$CoreWeave, Inc.(CRWV)$ Their debt is unbelievable. Debt to sales: CRWV 3.4, NBIS 3.7, APLD 4.7, CORZ 6.5, IREN 13.8, HUT8 25.5. CRWV has the lowest debt to sales ratio. By the way, CRWD signed an expanded partnership with CRWV for the CRWV Elite security platform. They're not just a chip middleman.
$CoreWeave, Inc.(CRWV)$ Not really worried about the pullback here. Had a conversation with C-level management at an AI company recently, and the read is that data center demand is about to accelerate sharply. My target remains $300 by end of 2027.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ If you can't stomach the ups and downs, don't buy a ticket for the roller coaster. 3x leveraged ETFs are not for everyone. Some people on this board probably shouldn't be in these.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Alphabet spent less than budgeted on capex in Q3, but that's already behind us. The CFO reiterated their '26 capex budget, which means they'll spend more than budgeted in Q4. He then went on to say they'll be increasing their capex budget significantly for '27. If anything, the bull case just got stronger.
$CoreWeave, Inc.(CRWV)$ AI capex is broadening, and the idea that it's only happening in narrow pockets is getting much harder to argue. The sector isn't weak or isolated — it's actually getting stronger. Thanks, Kev. The shorts have this one wrong.