ARKW Investment Tracker positi

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.

CRWV

2026/01/23

USCoreWeave, Inc.

Side	Reported Price \| Filled	Portfolio changes
Sell Decrease	91.79 3,894	-0.74% Holding

CoreWeave, Inc.

Nvidia Deepens CoreWeave Bet: Follow Jensen?

NVIDIA announced a $2B equity investment in CoreWeave at $87.20 per share, sending CoreWeave up 5%. Nvidia has already committed $6B+ in service purchases. By backing CoreWeave’s plan to build 5GW of AI compute by 2030, Nvidia is converting future GPU sales into quasi-internal demand—just as hyperscalers accelerate in-house chip development. Notably, CoreWeave will be the first to deploy Nvidia’s new standalone CPU “Vera." Does Nvidia ecosystem create defensible demand? With CoreWeave back to $100, is it a buy or take-profit timing now? Buy NVIDIA or its concept stocks?

Disclaimer: The content is compiled based on publicly available market information. Accuracy, timeliness, and completeness of the data are not guaranteed. It is for reference purposes only and does not constitute any investment advice.

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