To The Moon

NVDA

Analysis of NVIDIA's Investment in CoreWeave and its Impact on NVIDIA's Ecosystem and GPU Demand NVIDIA's deepened partnership with CoreWeave highlights the growing demand for high-performance computing as AI applications expand, strategically positioning NVIDIA to meet future AI infrastructure needs. 1. NVIDIA's Investment in CoreWeave NVIDIA has invested $2 billion in CoreWeave's Class A common stock at $87.20 per share, deepening an existing collaboration. This investment makes NVIDIA the second-largest shareholder in CoreWeave and increases its ownership stake to over 10%. Previously, NVIDIA had also agreed to purchase $6.3 billion of computing services from CoreWeave through 2032. 2. Strategic Partnership and Ecosystem Impact The expanded collaboration between NVIDIA and CoreWeave is

$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ NVIDIA announced a $2 billion equity investment in CoreWeave, purchasing Class A shares at $87.20 per share (a discount to the prior close of ~$92.98). This increased NVIDIA's stake from ~6% to ~9%. CoreWeave shares rose ~5-6% initially (trading in the $98–$105 range post-announcement, with volatility; the query references ~$100). The deal supports CoreWeave's ambitious plan to scale to >5 GW of AI compute capacity ("AI factories") by 2030, using NVIDIA's full stack (GPUs, networking, software, and now the new Vera CPU). CoreWeave gets early/priority access to NVIDIA products; NVIDIA gains equity upside and dedicated demand. NVIDIA's Vera CPU is a new standalone A

$CoreWeave, Inc.(CRWV)$ ✌🏻

$CoreWeave, Inc.(CRWV)$ This run on CRWV has been pretty strong — riding right along with the market’s momentum and sector rotation. Watching the unrealized gains stack up bit by bit feels awesome. Picking the right stock really does pay off, and these profits are real!

$CoreWeave, Inc.(CRWV)$ I continue to collect CoreWeave during this pullback because the long-term story hasn't changed—only the short-term mood has. The recent weakness looks more like a digestion phase after rapid gains than a fundamental breakdown. In fast-moving AI infrastructure names, pullbacks are often where conviction gets tested, and this is exactly the kind of volatility that creates opportunities for those willing to look beyond the next few weeks. At its core, CoreWeave sits right in the sweet spot of the AI arms race: specialized, high-performance GPU cloud infrastructure built specifically for AI workloads. As hyperscalers, AI labs, and enterprises race to train larger models and deploy inference at scale, demand for purpose-bu

ARKK Investment Tracker position change: Increased position in CoreWeave, Inc. by 151,890 shares, the number of shares held increased 13.53% compared to the previous period and now represents 1.39% of the total position.

ARKW Investment Tracker position change: Decreased position in CoreWeave, Inc. by 3,894 shares, the number of shares held decreased 0.74% compared to the previous period and now represents 2.69% of the total position.

$CoreWeave, Inc.(CRWV)$   

NVDA

$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ NVIDIA announced a $2 billion equity investment in CoreWeave, purchasing Class A shares at $87.20 per share (a discount to the prior close of ~$92.98). This increased NVIDIA's stake from ~6% to ~9%. CoreWeave shares rose ~5-6% initially (trading in the $98–$105 range post-announcement, with volatility; the query references ~$100). The deal supports CoreWeave's ambitious plan to scale to >5 GW of AI compute capacity ("AI factories") by 2030, using NVIDIA's full stack (GPUs, networking, software, and now the new Vera CPU). CoreWeave gets early/priority access to NVIDIA products; NVIDIA gains equity upside and dedicated demand. NVIDIA's Vera CPU is a new standalone A

Analysis of NVIDIA's Investment in CoreWeave and its Impact on NVIDIA's Ecosystem and GPU Demand NVIDIA's deepened partnership with CoreWeave highlights the growing demand for high-performance computing as AI applications expand, strategically positioning NVIDIA to meet future AI infrastructure needs. 1. NVIDIA's Investment in CoreWeave NVIDIA has invested $2 billion in CoreWeave's Class A common stock at $87.20 per share, deepening an existing collaboration. This investment makes NVIDIA the second-largest shareholder in CoreWeave and increases its ownership stake to over 10%. Previously, NVIDIA had also agreed to purchase $6.3 billion of computing services from CoreWeave through 2032. 2. Strategic Partnership and Ecosystem Impact The expanded collaboration between NVIDIA and CoreWeave is

$CoreWeave, Inc.(CRWV)$ I continue to collect CoreWeave during this pullback because the long-term story hasn't changed—only the short-term mood has. The recent weakness looks more like a digestion phase after rapid gains than a fundamental breakdown. In fast-moving AI infrastructure names, pullbacks are often where conviction gets tested, and this is exactly the kind of volatility that creates opportunities for those willing to look beyond the next few weeks. At its core, CoreWeave sits right in the sweet spot of the AI arms race: specialized, high-performance GPU cloud infrastructure built specifically for AI workloads. As hyperscalers, AI labs, and enterprises race to train larger models and deploy inference at scale, demand for purpose-bu

$CoreWeave, Inc.(CRWV)$ This run on CRWV has been pretty strong — riding right along with the market’s momentum and sector rotation. Watching the unrealized gains stack up bit by bit feels awesome. Picking the right stock really does pay off, and these profits are real!

$CoreWeave, Inc.(CRWV)$ ✌🏻

ARKK Investment Tracker position change: Increased position in CoreWeave, Inc. by 151,890 shares, the number of shares held increased 13.53% compared to the previous period and now represents 1.39% of the total position.

ARKW Investment Tracker position change: Decreased position in CoreWeave, Inc. by 3,894 shares, the number of shares held decreased 0.74% compared to the previous period and now represents 2.69% of the total position.

$CoreWeave, Inc.(CRWV)$