$NVIDIA(NVDA)$ Stocks that break through 52-week highs tend to keep making new record highs. I'm buying the dips and expecting a pullback off the highs in the morning, followed by a push through 240.
$CoreWeave, Inc.(CRWV)$ It needs to stay above $90. It has been struggling to hold that level for a few weeks now. I hope this isn't just a premarket spike.
$CoreWeave, Inc.(CRWV)$ Interesting stat on CoreWeave. They now have roughly the same compute capacity as SpaceX right now, about 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 20% 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, and CoreWeave will have 8 in a couple of years. Apparently they built their debt model based on compute levels of about 15M per MW, and now they're at 40-50. Just think about that. 8 GWs at 15 is about 120 billion in revenue. 8 GWs at 50 is 400 billion, same capex. Aren't any of the analysts doing the math? P
$CoreWeave, Inc.(CRWV)$ Volume dried up and that just opened the door for manipulation. The market feels really dirty right now. I honestly doubt real people are still selling. It looks like pure algo-driven manipulation. They have to flip soon, because at this point I don't see how it's even worth it to only burn longs on AI stocks. These market criminals didn't just burn us.
$CoreWeave, Inc.(CRWV)$ I like Weave, but just a thought for the bulls. If it rips straight up, especially right after the open, I would sell and take profit. It almost always pulls back hard.
$CoreWeave, Inc.(CRWV)$ It's been about a year since the Facebook deal news came through. Made a lot of money on that one. Maybe history repeats itself.
$CoreWeave, Inc.(CRWV)$ Hopefully we get a little extra boost when the algos flip. This fake selloff needs to end. Look at the volume, it's frustrating that people are selling. All the AI tech stocks are moving together. This has nothing to do with CRWV specifically. But the crooks could be making lots of FTDs if they didn't get enough shares from stop loss steals and fear selling.
$CoreWeave, Inc.(CRWV)$ The White House call could unveil support for the development of "SI - Super Intelligence." The administration is pushing heavily for deregulating data center construction and power grids. Could be good for neoclouds.