NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?

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{"data":{"themeId":"23d606dcebe4496c98da9396c995f315","name":"NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?","description":"CoreWeave surged 15% after striking a $14.2B compute deal with Meta, while Applied Digital, Nebius gained 6%, and Super Micro jumped over 3%. \n1. Can Nvidia’s rally extend even further?\n2. With Nvidia hitting new highs, can Coreweave or Nebius outperform?\n3. What's the best choice to catch Nvidia's wave?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1754970607363,"userCounts":27,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":23d606dcebe4496c98da9396c995f315}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":1,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1759766400000,"rewardEnd":true,"symbols":[],"tweetCounts":371,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?","tweetAmount":371,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":489917229556640,"gmtCreate":1760631993953,"gmtModify":1760631998058,"author":{"id":"4219886651871042","authorId":"4219886651871042","name":"Derek the Tiger","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219886651871042","idStr":"4219886651871042"},"themes":[],"title":"","htmlText":"Nvidia maintains the love status&nbsp;with public. Announcing d<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>&nbsp;eal after deal to fuel buy buy and buy&nbsp; Buy on dip and buy continuation&nbsp; However remember risk control Could be a put to hedge the down side risk","listText":"Nvidia maintains the love status&nbsp;with public. Announcing d<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>&nbsp;eal after deal to fuel buy buy and buy&nbsp; Buy on dip and buy continuation&nbsp; However remember risk control Could be a put to hedge the down side risk","text":"Nvidia maintains the love status with public. Announcing d$SPDR S&P 500 ETF Trust(SPY)$ eal after deal to fuel buy buy and buy Buy on dip and buy continuation However remember risk control Could be a put to hedge the down side risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489917229556640","isVote":1,"tweetType":1,"viewCount":4621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486342305022104,"gmtCreate":1759766197102,"gmtModify":1759810357675,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159970598736412","idStr":"4159970598736412"},"themes":[],"title":"NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?","htmlText":"I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H","listText":"I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H","text":"I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H","images":[{"img":"https://community-static.tradeup.com/news/eeccc6765ce80b90ddda9091404493b3","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/9660682756fcb382f0dce065358cd8f9","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/862195058df1359fb73d66ada2316f4f","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/486342305022104","isVote":1,"tweetType":1,"viewCount":6056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011038","authorId":"10000000000011038","name":"Phyllis Strachey","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011038","idStr":"10000000000011038"},"content":"Skipping overbought NVDA/CRWV—patience here avoids post-rally dips!","text":"Skipping overbought NVDA/CRWV—patience here avoids post-rally dips!","html":"Skipping overbought NVDA/CRWV—patience here avoids post-rally dips!"},{"author":{"id":"10000000000011036","authorId":"10000000000011036","name":"Ron Anne","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011036","idStr":"10000000000011036"},"content":"NVDA’s AI dominance holds, but why not trim instead of fully sitting out?","text":"NVDA’s AI dominance holds, but why not trim instead of fully sitting out?","html":"NVDA’s AI dominance holds, but why not trim instead of fully sitting out?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":486155538035528,"gmtCreate":1759720653450,"gmtModify":1759723337414,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform the AI Titan?","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Nvidia (NASDAQ: NVDA) has once again taken center stage in the artificial intelligence rally, pushing to fresh all-time highs as investor enthusiasm reignites around AI infrastructure. The stock has now climbed for the fourth straight session, briefly touching $185.9 intraday, driven by renewed optimism following CEO Jensen Huang’s latest remarks. During a recent public appearance, Huang emphasized the exponential growth trajectory of AI demand and unveiled his “three laws of AI scaling” — pre-training, post-training, and inference — suggesting that inference, the stage where AI models are deployed at scale, will be the true driver of massive long-term demand for compute power. The comments sent ripples across the AI hardware and cl","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Nvidia (NASDAQ: NVDA) has once again taken center stage in the artificial intelligence rally, pushing to fresh all-time highs as investor enthusiasm reignites around AI infrastructure. The stock has now climbed for the fourth straight session, briefly touching $185.9 intraday, driven by renewed optimism following CEO Jensen Huang’s latest remarks. During a recent public appearance, Huang emphasized the exponential growth trajectory of AI demand and unveiled his “three laws of AI scaling” — pre-training, post-training, and inference — suggesting that inference, the stage where AI models are deployed at scale, will be the true driver of massive long-term demand for compute power. The comments sent ripples across the AI hardware and cl","text":"$NEBIUS(NBIS)$ Nvidia (NASDAQ: NVDA) has once again taken center stage in the artificial intelligence rally, pushing to fresh all-time highs as investor enthusiasm reignites around AI infrastructure. The stock has now climbed for the fourth straight session, briefly touching $185.9 intraday, driven by renewed optimism following CEO Jensen Huang’s latest remarks. During a recent public appearance, Huang emphasized the exponential growth trajectory of AI demand and unveiled his “three laws of AI scaling” — pre-training, post-training, and inference — suggesting that inference, the stage where AI models are deployed at scale, will be the true driver of massive long-term demand for compute power. The comments sent ripples across the AI hardware and cl","images":[{"img":"https://community-static.tradeup.com/news/334bfdfbbd68fbdd40169d99bc9193cb","width":"1265","height":"501"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/486155538035528","isVote":1,"tweetType":1,"viewCount":7098,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"couple more quarters will push this $500+","text":"couple more quarters will push this $500+","html":"couple more quarters will push this $500+"},{"author":{"id":"3479274693198939","authorId":"3479274693198939","name":"dong123","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274693198939","idStr":"3479274693198939"},"content":"It's fascinating to see how the ecosystem around AI is evolving.","text":"It's fascinating to see how the ecosystem around AI is evolving.","html":"It's fascinating to see how the ecosystem around AI is evolving."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":485245833343376,"gmtCreate":1759498537819,"gmtModify":1759499018891,"author":{"id":"3576747662724914","authorId":"3576747662724914","name":"Exchange","avatar":"https://community-static.tradeup.com/news/a90c6ef4a0ffcb76738378a055dce10b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576747662724914","idStr":"3576747662724914"},"themes":[],"title":"","htmlText":"Must say this exquisite mooncake event by tiger brokers is an absolute chef kiss, screenshot Nvidia it must be a sign to go long !!BBUU <a href=\"https://ttm.financial/U/4202173169064042\">@Tigerbroker</a> <a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a>&nbsp; Huat aaa!","listText":"Must say this exquisite mooncake event by tiger brokers is an absolute chef kiss, screenshot Nvidia it must be a sign to go long !!BBUU <a href=\"https://ttm.financial/U/4202173169064042\">@Tigerbroker</a> <a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a>&nbsp; Huat aaa!","text":"Must say this exquisite mooncake event by tiger brokers is an absolute chef kiss, screenshot Nvidia it must be a sign to go long !!BBUU @Tigerbroker @TigerPM Huat aaa!","images":[{"img":"https://community-static.tradeup.com/news/c6161034b5f85e1aa7a0699a3242e602","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/485245833343376","isVote":1,"tweetType":1,"viewCount":4044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484898424365576,"gmtCreate":1759413945387,"gmtModify":1765569297084,"author":{"id":"4101807333451210","authorId":"4101807333451210","name":"bs6969","avatar":"https://community-static.tradeup.com/news/cb2b107c73fdc9b20f28d456368c76e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101807333451210","idStr":"4101807333451210"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>Strengths 1. AI / GPU Leadership NVIDIA dominates in AI accelerators (GPUs) and has a full hardware + software ecosystem (including CUDA) that many in the industry depend on.  2. Strong Revenue Growth &amp; Financials Recent years have seen huge jumps in revenue, especially from the data center business. Profit margins have been good, cash flow strong, allowing NVIDIA to invest in R&amp;D and scale.  3. Robust Software Ecosystem &amp; Developer Lock-In The CUDA platform and other software tools give NVIDIA a moat — once customers build around NVIDIA’s tools and infrastructure, it’s harder (costly) to switch.  4. Innovation &amp; New Architecture Roll-outs NVIDIA keeps pushing with new architectures (e.g., Blackwell series) a","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>Strengths 1. AI / GPU Leadership NVIDIA dominates in AI accelerators (GPUs) and has a full hardware + software ecosystem (including CUDA) that many in the industry depend on.  2. Strong Revenue Growth &amp; Financials Recent years have seen huge jumps in revenue, especially from the data center business. Profit margins have been good, cash flow strong, allowing NVIDIA to invest in R&amp;D and scale.  3. Robust Software Ecosystem &amp; Developer Lock-In The CUDA platform and other software tools give NVIDIA a moat — once customers build around NVIDIA’s tools and infrastructure, it’s harder (costly) to switch.  4. Innovation &amp; New Architecture Roll-outs NVIDIA keeps pushing with new architectures (e.g., Blackwell series) a","text":"$NVIDIA(NVDA)$ Strengths 1. AI / GPU Leadership NVIDIA dominates in AI accelerators (GPUs) and has a full hardware + software ecosystem (including CUDA) that many in the industry depend on.  2. Strong Revenue Growth & Financials Recent years have seen huge jumps in revenue, especially from the data center business. Profit margins have been good, cash flow strong, allowing NVIDIA to invest in R&D and scale.  3. Robust Software Ecosystem & Developer Lock-In The CUDA platform and other software tools give NVIDIA a moat — once customers build around NVIDIA’s tools and infrastructure, it’s harder (costly) to switch.  4. Innovation & New Architecture Roll-outs NVIDIA keeps pushing with new architectures (e.g., Blackwell series) a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/484898424365576","isVote":1,"tweetType":1,"viewCount":6381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"The AI Bubble maybe bigger than housing crisis since it so concentrated in 8 stocks. When they pull back which they will, the impact will be worldwide and no bailout money.","text":"The AI Bubble maybe bigger than housing crisis since it so concentrated in 8 stocks. When they pull back which they will, the impact will be worldwide and no bailout money.","html":"The AI Bubble maybe bigger than housing crisis since it so concentrated in 8 stocks. When they pull back which they will, the impact will be worldwide and no bailout money."},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"The problem isn't going to be AI, it's going to be finding enough power to run AI.","text":"The problem isn't going to be AI, it's going to be finding enough power to run AI.","html":"The problem isn't going to be AI, it's going to be finding enough power to run AI."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484961826680952,"gmtCreate":1759391426532,"gmtModify":1759391749522,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559903464518522","idStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/90CQ0mv\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/90CQ0mv\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484961826680952","isVote":1,"tweetType":1,"viewCount":3872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484725946622776,"gmtCreate":1759371621342,"gmtModify":1759372826132,"author":{"id":"4222388935971202","authorId":"4222388935971202","name":"Ronald86","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222388935971202","idStr":"4222388935971202"},"themes":[],"title":"","htmlText":"Hi. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;","listText":"Hi. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;","text":"Hi.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484725946622776","isVote":1,"tweetType":1,"viewCount":4054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484700814541648,"gmtCreate":1759365496500,"gmtModify":1759477858572,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"As someone who's generally long-term bullish on CoreWeave&nbsp;<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp; and Nebius <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;, I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;—quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio","listText":"As someone who's generally long-term bullish on CoreWeave&nbsp;<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp; and Nebius <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;, I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;—quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio","text":"As someone who's generally long-term bullish on CoreWeave $CoreWeave, Inc.(CRWV)$ and Nebius $NEBIUS(NBIS)$ , I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta $Meta Platforms, Inc.(META)$ —quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio","images":[{"img":"https://community-static.tradeup.com/news/4a94541defee28976212b5d1503a1c65","width":"822","height":"467"},{"img":"https://community-static.tradeup.com/news/609ea027713076167cabff7ac492e6f3","width":"832","height":"314"},{"img":"https://community-static.tradeup.com/news/653391d09d4676be764cd137a88c9cca","width":"1062","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":2,"repostSize":28,"link":"https://ttm.financial/post/484700814541648","isVote":1,"tweetType":1,"viewCount":7224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010931","idStr":"10000000000010931"},"content":"Great analysis!","text":"Great analysis!","html":"Great analysis!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":484680984334744,"gmtCreate":1759360635632,"gmtModify":1759363355375,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559903464518522","idStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/40CPiI1\">Cash Boost Lucky Draw</a> Hey friend! 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Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/484680984334744","isVote":1,"tweetType":1,"viewCount":4206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484660222988552,"gmtCreate":1759355653076,"gmtModify":1759358842496,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/70CPhAb\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/70CPhAb\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/484660222988552","isVote":1,"tweetType":1,"viewCount":4186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484656418263456,"gmtCreate":1759354639562,"gmtModify":1759354643463,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Navidia is going to outperform price target of $300 CoreWeave will fold","listText":"Navidia is going to outperform price target of $300 CoreWeave will fold","text":"Navidia is going to outperform price target of $300 CoreWeave will fold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484656418263456","isVote":1,"tweetType":1,"viewCount":3642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484597944721984,"gmtCreate":1759340370360,"gmtModify":1759375802573,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Nothing to see here, just a $40M Call spike on $NVDA&nbsp; 👉❓Do you think NVDA’s flows today signal a sustainable breakout into the $190s, or is this just a gamma squeeze that could fade as fast as it appeared? 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Nothing to see here, just a $40M Call spike on $NVDA&nbsp; 👉❓Do you think NVDA’s flows today signal a sustainable breakout into the $190s, or is this just a gamma squeeze that could fade as fast as it appeared? 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀","text":"$NVIDIA(NVDA)$ Nothing to see here, just a $40M Call spike on $NVDA 👉❓Do you think NVDA’s flows today signal a sustainable breakout into the $190s, or is this just a gamma squeeze that could fade as fast as it appeared? 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀","images":[{"img":"https://community-static.tradeup.com/news/bfca0fb1bfb618d50cec6a1932bebcd5","width":"1472","height":"832"},{"img":"https://community-static.tradeup.com/news/e2034571f67b0de3894d8bb1d29c82de","width":"2752","height":"1735"},{"img":"https://community-static.tradeup.com/news/73dce506555a86197f27a5494a6e3cb9","width":"2752","height":"1737"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":85,"commentSize":26,"repostSize":518,"link":"https://ttm.financial/post/484597944721984","isVote":1,"tweetType":1,"viewCount":18684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177356503735472","idStr":"4177356503735472"},"content":"I like how you tied the spike straight into the breakout, it’s the same kind of signal that carried MSFT through $400 earlier this year when liquidity got forced higher.","text":"I like how you tied the spike straight into the breakout, it’s the same kind of signal that carried MSFT through $400 earlier this year when liquidity got forced higher.","html":"I like how you tied the spike straight into the breakout, it’s the same kind of signal that carried MSFT through $400 earlier this year when liquidity got forced higher."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📈 That $40M call spike isn’t random, it’s institutions loading fuel right into momentum. I’m watching how NVDA’s setup mirrors what we saw in AMD’s push past $150 when call flows lined up with price action.","text":"📈 That $40M call spike isn’t random, it’s institutions loading fuel right into momentum. I’m watching how NVDA’s setup mirrors what we saw in AMD’s push past $150 when call flows lined up with price action.","html":"📈 That $40M call spike isn’t random, it’s institutions loading fuel right into momentum. I’m watching how NVDA’s setup mirrors what we saw in AMD’s push past $150 when call flows lined up with price action."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":484511352172696,"gmtCreate":1759319187128,"gmtModify":1759319190908,"author":{"id":"4221900659368642","authorId":"4221900659368642","name":"Ah_Whye83","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221900659368642","idStr":"4221900659368642"},"themes":[],"title":"","htmlText":"Awesome read!! Very enriching","listText":"Awesome read!! Very enriching","text":"Awesome read!! Very enriching","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/484511352172696","isVote":1,"tweetType":1,"viewCount":5341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484437794857568,"gmtCreate":1759301528351,"gmtModify":1759301533634,"author":{"id":"3574282461146656","authorId":"3574282461146656","name":"EverlastingSlowRich","avatar":"https://community-static.tradeup.com/news/be21ea089b6de5fa0cc533bf6e82f992","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574282461146656","idStr":"3574282461146656"},"themes":[],"title":"","htmlText":"Fascinating moment in the tech sector CoreWeaves massive $14.2B deal with Meta is a bold signal that AI infrastructure is becoming a battleground for growth.&nbsp; The surge in CoreWeave, Applied Digital, and Nebius suggests investors are betting on the broader ecosystem around Nvidia, not just the chipmaker itself.&nbsp; If Nvidia&nbsp;rally continues, these players could ride the wave or even carve out their own.&nbsp; Definitely worth watching. AS ALWAYS INVEST SAFE 🎉","listText":"Fascinating moment in the tech sector CoreWeaves massive $14.2B deal with Meta is a bold signal that AI infrastructure is becoming a battleground for growth.&nbsp; The surge in CoreWeave, Applied Digital, and Nebius suggests investors are betting on the broader ecosystem around Nvidia, not just the chipmaker itself.&nbsp; If Nvidia&nbsp;rally continues, these players could ride the wave or even carve out their own.&nbsp; Definitely worth watching. AS ALWAYS INVEST SAFE 🎉","text":"Fascinating moment in the tech sector CoreWeaves massive $14.2B deal with Meta is a bold signal that AI infrastructure is becoming a battleground for growth. The surge in CoreWeave, Applied Digital, and Nebius suggests investors are betting on the broader ecosystem around Nvidia, not just the chipmaker itself. If Nvidia rally continues, these players could ride the wave or even carve out their own. Definitely worth watching. AS ALWAYS INVEST SAFE 🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/484437794857568","isVote":1,"tweetType":1,"viewCount":4450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484223500132960,"gmtCreate":1759249210303,"gmtModify":1759284692834,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"NVIDIA’s Orbit: CoreWeave’s 15% Blast—Outperformers Ahead?","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> NVIDIA’s stock has rocketed to a new high of $184.59, up 2.05% to $181.85, as its AI empire expands, but the real fireworks are in the ecosystem: CoreWeave soared 15.9% to $138.88 after a $14.2 billion Meta compute deal through 2031, while Nebius hit $117.40 (up 2.34% to $110.22), Applied Digital gained 1.52% to $22.55, and Super Micro climbed 1.2% to $47.38. With NVIDIA’s rally showing no signs of slowing, can it push further? Will CoreWeave or Nebius steal the show and outperform? What’s the top pick to surf NVIDIA’s wave? Dive into the momentu","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> NVIDIA’s stock has rocketed to a new high of $184.59, up 2.05% to $181.85, as its AI empire expands, but the real fireworks are in the ecosystem: CoreWeave soared 15.9% to $138.88 after a $14.2 billion Meta compute deal through 2031, while Nebius hit $117.40 (up 2.34% to $110.22), Applied Digital gained 1.52% to $22.55, and Super Micro climbed 1.2% to $47.38. With NVIDIA’s rally showing no signs of slowing, can it push further? Will CoreWeave or Nebius steal the show and outperform? What’s the top pick to surf NVIDIA’s wave? Dive into the momentu","text":"$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ NVIDIA’s stock has rocketed to a new high of $184.59, up 2.05% to $181.85, as its AI empire expands, but the real fireworks are in the ecosystem: CoreWeave soared 15.9% to $138.88 after a $14.2 billion Meta compute deal through 2031, while Nebius hit $117.40 (up 2.34% to $110.22), Applied Digital gained 1.52% to $22.55, and Super Micro climbed 1.2% to $47.38. With NVIDIA’s rally showing no signs of slowing, can it push further? Will CoreWeave or Nebius steal the show and outperform? What’s the top pick to surf NVIDIA’s wave? Dive into the momentu","images":[{"img":"https://community-static.tradeup.com/news/980546de8284cff4665c51df9c845bcc","width":"1280","height":"640"},{"img":"https://community-static.tradeup.com/news/81a1748d0ebab3e5bf8013c61878057d","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/8408ddd5839c01f579428e3eff499d04","width":"2000","height":"1125"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/484223500132960","isVote":1,"tweetType":1,"viewCount":6157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"$184.59 high! 28.83% YTD + $205 target.NVDA’s AI empire can’t be beaten!","text":"$184.59 high! 28.83% YTD + $205 target.NVDA’s AI empire can’t be beaten!","html":"$184.59 high! 28.83% YTD + $205 target.NVDA’s AI empire can’t be beaten!"},{"author":{"id":"10000000000011022","authorId":"10000000000011022","name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011022","idStr":"10000000000011022"},"content":"15.9% surge on Meta’s $14.2B deal! CRWV to $150 soon, outperforming NVDA!","text":"15.9% surge on Meta’s $14.2B deal! CRWV to $150 soon, outperforming NVDA!","html":"15.9% surge on Meta’s $14.2B deal! CRWV to $150 soon, outperforming NVDA!"}],"imageCount":8,"langContent":"EN","totalScore":0},{"id":481371677553216,"gmtCreate":1758556564444,"gmtModify":1758588964326,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159970598736412","idStr":"4159970598736412"},"themes":[],"title":"CoreWeave Scores $6.3B Orders! Is NVIDIA Turning it to AI Giant?","htmlText":"I was scrolling through the news the other day when I saw it: CoreWeave snagged a $6.3 billion order from NVIDIA. My first thought? Wow, that’s huge. And then I thought, Hold on… this could be the start of something bigger. The deal is massive — NVIDIA will buy all of CoreWeave’s remaining unsold compute capacity through April 2032. Nearly a decade of guaranteed demand. For any tech company, that’s the kind of longer-term certainty most CEOs can only dream of. I could practically feel the market excitement: CRWV stock jumped almost immediately after the announcement. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) I started imagining what this could mean. Could CoreWeave be on its way to becoming an AI infrastructure powerhouse? The thought was tempting. NVIDIA clearly trusts them. The AI boom shows","listText":"I was scrolling through the news the other day when I saw it: CoreWeave snagged a $6.3 billion order from NVIDIA. My first thought? Wow, that’s huge. And then I thought, Hold on… this could be the start of something bigger. The deal is massive — NVIDIA will buy all of CoreWeave’s remaining unsold compute capacity through April 2032. Nearly a decade of guaranteed demand. For any tech company, that’s the kind of longer-term certainty most CEOs can only dream of. I could practically feel the market excitement: CRWV stock jumped almost immediately after the announcement. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) I started imagining what this could mean. Could CoreWeave be on its way to becoming an AI infrastructure powerhouse? The thought was tempting. NVIDIA clearly trusts them. The AI boom shows","text":"I was scrolling through the news the other day when I saw it: CoreWeave snagged a $6.3 billion order from NVIDIA. My first thought? Wow, that’s huge. And then I thought, Hold on… this could be the start of something bigger. The deal is massive — NVIDIA will buy all of CoreWeave’s remaining unsold compute capacity through April 2032. Nearly a decade of guaranteed demand. For any tech company, that’s the kind of longer-term certainty most CEOs can only dream of. I could practically feel the market excitement: CRWV stock jumped almost immediately after the announcement. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) I started imagining what this could mean. Could CoreWeave be on its way to becoming an AI infrastructure powerhouse? The thought was tempting. NVIDIA clearly trusts them. The AI boom shows","images":[{"img":"https://community-static.tradeup.com/news/35e2eb9f09daf674f536dc9cc8a6c2b3","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":160,"commentSize":6,"repostSize":10,"link":"https://ttm.financial/post/481371677553216","isVote":1,"tweetType":1,"viewCount":6880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"CRWV is intertwined with all of the big AI companies and semis, will be their main data center and will have blowout quarter results with amazing guidance, its the early innings folks, its going to be an awesome ride!","text":"CRWV is intertwined with all of the big AI companies and semis, will be their main data center and will have blowout quarter results with amazing guidance, its the early innings folks, its going to be an awesome ride!","html":"CRWV is intertwined with all of the big AI companies and semis, will be their main data center and will have blowout quarter results with amazing guidance, its the early innings folks, its going to be an awesome ride!"},{"author":{"id":"10000000000011022","authorId":"10000000000011022","name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011022","idStr":"10000000000011022"},"content":"CRWV + NVDA’s $6.3B deal = AI infrastructure gold! Snatching shares now!","text":"CRWV + NVDA’s $6.3B deal = AI infrastructure gold! Snatching shares now!","html":"CRWV + NVDA’s $6.3B deal = AI infrastructure gold! Snatching shares now!"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":480004967301152,"gmtCreate":1758212679154,"gmtModify":1758212682630,"author":{"id":"4094904442332970","authorId":"4094904442332970","name":"Peppermint 7080","avatar":"https://community-static.tradeup.com/news/a104d7370e487466c24deb575d9e0a9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094904442332970","idStr":"4094904442332970"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> is still burning cash so it's not yet an AI giant, more like a strategically important customer&nbsp;","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> is still burning cash so it's not yet an AI giant, more like a strategically important customer&nbsp;","text":"$CoreWeave, Inc.(CRWV)$ is still burning cash so it's not yet an AI giant, more like a strategically important customer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480004967301152","isVote":1,"tweetType":1,"viewCount":4869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479424950977072,"gmtCreate":1758073926914,"gmtModify":1758094569571,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"NVIDIA’s $6.3B Bet on CoreWeave: Is This the Start of an AI Infrastructure Giant?","htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> The artificial intelligence (AI) infrastructure race just accelerated. CoreWeave, a fast-rising player in the GPU cloud space, saw its stock surge more than 7% after announcing a landmark $6.3 billion agreement with NVIDIA. Under the deal, NVIDIA will purchase CoreWeave’s unsold compute capacity through April 2032, effectively guaranteeing a baseline of demand for the company’s massive data center investments. For investors, this raises urgent questions: Is this just a one-time bump, or the start of a much larger growth story? Can CoreWeave’s stock break past the $140 barrier and sustain higher valuations? And most importantly, does this deal put CoreWeave on a credible path to becoming an AI giant in the years ahead? The C","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> The artificial intelligence (AI) infrastructure race just accelerated. CoreWeave, a fast-rising player in the GPU cloud space, saw its stock surge more than 7% after announcing a landmark $6.3 billion agreement with NVIDIA. Under the deal, NVIDIA will purchase CoreWeave’s unsold compute capacity through April 2032, effectively guaranteeing a baseline of demand for the company’s massive data center investments. For investors, this raises urgent questions: Is this just a one-time bump, or the start of a much larger growth story? Can CoreWeave’s stock break past the $140 barrier and sustain higher valuations? And most importantly, does this deal put CoreWeave on a credible path to becoming an AI giant in the years ahead? The C","text":"$CoreWeave, Inc.(CRWV)$ The artificial intelligence (AI) infrastructure race just accelerated. CoreWeave, a fast-rising player in the GPU cloud space, saw its stock surge more than 7% after announcing a landmark $6.3 billion agreement with NVIDIA. Under the deal, NVIDIA will purchase CoreWeave’s unsold compute capacity through April 2032, effectively guaranteeing a baseline of demand for the company’s massive data center investments. For investors, this raises urgent questions: Is this just a one-time bump, or the start of a much larger growth story? Can CoreWeave’s stock break past the $140 barrier and sustain higher valuations? And most importantly, does this deal put CoreWeave on a credible path to becoming an AI giant in the years ahead? The C","images":[{"img":"https://community-static.tradeup.com/news/70d7abcc38753e7fa7c98fd302a35276","width":"1265","height":"464"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/479424950977072","isVote":1,"tweetType":1,"viewCount":6089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Will we pop off more tomorrow after the fed cuts rates or is the price baked in? Things seemed to have gone well in the UK as well, I think we hit 125-130 this week!","text":"Will we pop off more tomorrow after the fed cuts rates or is the price baked in? Things seemed to have gone well in the UK as well, I think we hit 125-130 this week!","html":"Will we pop off more tomorrow after the fed cuts rates or is the price baked in? Things seemed to have gone well in the UK as well, I think we hit 125-130 this week!"},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"Please note crwv newly built super ai data center since 2024 is fully operational. With UK’s New Road Map to be leader in Europes Ai demands expansion of AI infrastructure. Crwv is no doubt expanding.","text":"Please note crwv newly built super ai data center since 2024 is fully operational. With UK’s New Road Map to be leader in Europes Ai demands expansion of AI infrastructure. Crwv is no doubt expanding.","html":"Please note crwv newly built super ai data center since 2024 is fully operational. With UK’s New Road Map to be leader in Europes Ai demands expansion of AI infrastructure. Crwv is no doubt expanding."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479406965403864,"gmtCreate":1758069533283,"gmtModify":1758069536708,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> Yes CoreWeave is headed to $160 by year's end I'am very bullish buying more stock will be a giant&nbsp;","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> Yes CoreWeave is headed to $160 by year's end I'am very bullish buying more stock will be a giant&nbsp;","text":"$CoreWeave, Inc.(CRWV)$ Yes CoreWeave is headed to $160 by year's end I'am very bullish buying more stock will be a giant","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/479406965403864","isVote":1,"tweetType":1,"viewCount":4522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[]}