Circle & Coreweave Close to IPO Open Price: Over 20% Drop in a Week? Will You Buy?
After earnings, both $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ posted strong beats, yet their stocks still dropped afterward.
CoreWeave’s decline was somewhat predictable due to the data center delay — but is a 25% drop in one week a bit oversold?
Q3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day selloff.
Compass Point initiated coverage with a Buy and a $150 PT, citing strong demand backlog and a durable multi-year growth outlook. The analyst highlighted a $55.6B revenue backlog, major clients such as OpenAI and Meta, and strong visibility supporting sustained growth.
Circle, on the other hand, fell in tandem with Bitcoin. BTC dipped below $100,000 again this week, making the ability to hold above that level in November a key focus.
Circle also dropped 20% this week, now down to $82. Since its IPO opened at $69, another leg down would take it right back to its listing price — is this a dip-buy opportunity?
CoreWeave is in a similar setup. Its IPO was initially ignored, so it didn’t share Circle’s early surge. But now at $78, it’s approaching its first IPO-era peak of $65.
One is Nvidia’s closest proxy — whenever Nvidia rebounds, CRWV tends to rebound too, and this week’s crash is also tied to the news that SoftBank exited its Nvidia stake. Its peak stands at $187.
The other is the only true stablecoin-themed stock — if Bitcoin recovers and the crypto cycle heats up, Circle rallies. Its high was a massive $300.
So… have you decided which one to bet on during this pullback?
Leave your comments to win tiger coins~
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
I would buy Coreweave if I prioritise maximum growth potential in the AI sector.
However if I believe in StableCoins as the future of Finance I would buy Circle.
It is a toss up between the 2 as they are both in different sectors. Perhaps a better solution would be to buy both using Tiger Brokers Auto Invest in which I can nibble each stock a little bit at a time. That way I can have my cake and eat it. 🥰🥰🥰🍰🍰🍰🌈🌈🌈💰💰💰
@Tiger_comments @TigerStars @TigerClub @CaptainTiger
Circle’s decline is tied closely to Bitcoin dropping below $100,000, so its movement depends heavily on whether BTC can regain that level soon. With the stock now near its IPO price, it’s tempting, but it behaves more like a macro/crypto trade — strong if Bitcoin bounces, sluggish if the volatility continues.
If I had to choose on this dip, I’d still pick CoreWeave as the cleaner opportunity, since its drop looks more sentiment-driven than fundamental. But I’ll keep watching Circle, because a quick BTC rebound could flip its risk–reward very quickly.
@Tiger_comments @TigerStars
另一個是唯一真正的穩定幣主題股票-如果比特幣復甦並且加密貨幣週期升溫，Circle就會反彈。它的高潮是巨大的$300.
另一方面，Circle與比特幣同步下跌。比特幣跌破$100,000本週再次將11月份保持在該水平之上的能力作爲重點。
Check them in the history - “community distribution“
Circle 则受比特币走势拖累，上周跌至 82 美元，若比特币复苏，它作为稳定币主题股票的价值会被重新估价。从中长线看，CRCL 仍有潜在反弹空间，但短期受加密货币市场波动影响较大。
个人策略上，我会偏向 CoreWeave，理由是 AI 需求更可预见，业务增长明确；Circle 则更适合在比特币企稳后逢低布局。短线可以观察回调支撑区，分批建仓，降低风险，同时把握长期成长机会。
Circle, a crypto-focused stablecoin play (USDC), is a strong pick for crypto bulls but carries regulatory and volatility risks, while CoreWeave, specializing in AI and GPU computing, has strong growth potential but faces stiff competition from larger cloud players
Circle offers higher potential rewards but is more speculative and volatile, given its ties to crypto swings, while CoreWeave presents a safer, more stable long-term investment in AI and cloud sectors
Both stocks could be appealing depending on risk tolerance and investment horizon, with Circle offering higher upside prospects and greater volatility, while CoreWeave provides a more consistent and lower-risk option
Tag :
@Huat99
@Snowwhite
So… have you decided which one to bet on during this pullback?
Leave your comments to win tiger coins~
In the shorter term, coreweave will be able to see returns faster as market sentiment is up and the use cases along with the demand for AI infrastructure will be strong. On the other hand, circle requires a transformation on how payment is made and how businesses and consumers make this shift and might require some form of mindset shift before we see explosive growth. So, this might take longer before returns are more firmed up even with the genius act.
Coreweave’s growth is driven in part by debt but with expected rate cuts, this shouldn’t be too much of an issue.
I will wait for further pullback before buying both. Coreweave would be for the short to medium term but expecting returns to be exponential for circle from the medium term onwards.
CoreWeave is tied to the AI infrastructure boom, but it carries concentration risk and high capital needs. A fast drop reflects the market re-pricing its rich valuation, not necessarily a collapse in fundamentals.
Circle depends on stablecoin adoption and regulatory clarity. Its IPO hype cooled quickly because crypto sentiment remains fragile and earnings visibility is limited.
These declines don’t mean the companies are doomed—but they show how violently sentiment can turn for fresh IPOs with lofty expectations.
For most retail investors, the sensible approach is:
Treat them as speculative positions only.
Allocate small amounts you can afford to hold through sharp volatility.
Wait for a few quarters of earnings to see whether growth justifies the price.
If your capital is limited, sticking to stronger, proven compounders is usually wiser than chasing unstable IPO weakness.