CoreWeave’s drop really caught my eye. The company actually beat on earnings, but the lowered full-year guidance clearly scared the market. The stock basically fell off a cliff straight into the high-80s.

Here’s how I see it:

The revised guidance isn’t ideal, but it doesn’t change the bigger picture — CoreWeave is still one of the fastest-growing names in the AI infrastructure space. Demand for compute isn’t slowing, and CoreWeave still sits in a sweet spot with cloud GPU capacity, especially with how crazy AI workloads are getting.

What worries me a bit is the volatility. When expectations are sky-high, even a slight guidance cut can send the stock into a freefall like this. So the question is: is this a real warning sign, or just the market overreacting (again)?

Personally, dips like this always make me curious. If the growth story stays intact and this is just short-term noise, sub-$90 could end up being a pretty decent entry. But it definitely won’t be a smooth ride — this stock is known for wild swings.

Not financial advice — just sharing how I’m looking at it. If it keeps dropping, I might start nibbling.