To The Moon

$CoreWeave, Inc.(CRWV)$ CRWV announced that Harell Data will deploy its platform on CoreWeave Cloud to run training, fine tuning, and inference workloads.

$CoreWeave, Inc.(CRWV)$ The colocation scaler here is WYFI. WhiteFiber has 99 MW operational in NC-1 plus 200-300 MW of expansion, runs a capital-light bridge model with a $160M Paris deal, and is pursuing Cerebras. The neocloud side is CRWV. CoreWeave is an NVIDIA Preferred Partner, operates hyperscaler-class GPU cloud infrastructure, and holds multi-billion contracted revenue. It is positioned around AI inference workloads. On power generation, $Vistra Energy Corp.(VST)$  is the anchor. Vistra runs a nuclear, gas, and renewables fleet, has AI data center offtake deals, and is positioned as a Constellation rival. For gas turbines, $GE Vernova Inc.(GEV)$ 

$CoreWeave, Inc.(CRWV)$  Evercore ISI is keeping a Buy/Outperform on CoreWeave (NASDAQ: CRWV). Amit Daryanani recently reiterated the call, with a $150 base-case price target, implying roughly 75.6% upside from here.

$ERock, Inc.(EROC)$ 48 million shares outstanding, 28 million float, and 17% short interest. They have a $1.7 billion backlog with Meta and Anthropic as customers. Some are comparing this one to Bloom Energy, and the scaling pace looks similar. Bloom is profitable with an $80 billion market cap. EROC is expected to be profitable in 3 quarters with a $3 billion market cap, so a catch-up trade toward $30+ could make sense from here in my view. $IREN Ltd(IREN)$  $CoreWeave, Inc.(CRWV)$ 

$CoreWeave, Inc.(CRWV)$  Is there actually a realistic chance of a short squeeze here?

$CoreWeave, Inc.(CRWV)$ After the earnings report, it was trading around $113, and now it's down to $81. I think it should get back to at least $100+.

$CoreWeave, Inc.(CRWV)$ Cathie Wood bought 239,000 shares. That's a sizable purchase. Recent CoreWeave headlines from Top Tier Newswire:

$NVIDIA(NVDA)$ The last time price hit the lower Bollinger Band, it took 5 trading days to move $30+ to the upside.

$CoreWeave, Inc.(CRWV)$ Just the kind of irrational reading of misleading headlines you tend to see before a big move in the opposite direction. Classic Kansas City Shuffle. GLTA

$CoreWeave, Inc.(CRWV)$  Could be a strong recovery day if CPI doesn't come in too hot. I added to my CRWV position.