I’ve been following CoreWeave closely, and it’s definitely been an interesting journey. The stock has seen sharp ups and downs since its listing, but it looks like it may be finding its footing around its recent lows.

What stands out is CoreWeave’s strong positioning in the AI infrastructure space. The company is scaling up quickly, building massive capacity for GPU-powered workloads at a time when demand for AI compute is outpacing supply. That gives it a unique advantage.

The other big factor is its relationship with Nvidia. Nvidia not only has an equity stake in CoreWeave, but also provides preferential access to its most advanced GPUs. This kind of partnership adds credibility and gives CoreWeave a competitive edge compared to many smaller cloud providers.

Of course, there are risks—rapid expansion, debt levels, and customer concentration are things to keep an eye on. But with the AI wave still just beginning, and with Nvidia as a key partner, CoreWeave is in a strong position to grow further.

For now, I’d call it neutral: not without challenges, but with a clear path to a brighter future if execution stays on track.