On 26 Aug 2025, I have a post on then rising stock $CoreWeave, Inc.(CRWV)$. click here ! to read about it. Besides talking about CRWV, I had compared it to $NEBIUS(NBIS)$, that I still feel has a more compelling value proposition. Of course, at the end of the day, its really investors confidence over a stock when it comes to purchase as both stocks are still in the red. Fast forward 2½ months later, I came across below article that I feel is an unbiased account of CRWV. Sharing it here for all to read & learn at the same time, for one last time. Company Profile. CRWV is a data center company focused exclusively on AI infrastructu

“CoreWeave & Circle Breaking Below $70: Are We Heading Into the $50 Bear Zone? 🐻💥” Last night’s swing wasn’t just “volatility.” It was the market sending a message — loud, messy, and slightly rude. Both CoreWeave and Circle closing below $70 has officially opened the door to a much darker scenario investors have been whispering about: 👉 A potential slide into the $50s… or even lower. 😬 So the question today isn’t just: “Buy the dip?” It’s also: “Or am I catching a falling chainsaw?” 🪚😵‍💫 ⸻ 🔍 Why Some Investors Believe $50 Is Possible 1️⃣ Momentum Has Broken — Support Didn’t Hold Once stocks reject a big swing and close below a psychological floor… that’s not noise. That’s sentiment turning. A clean break under $70 creates a vacuum — and markets love filling empty spaces quickly and vio

Coreweave is my pick for under $70

⚔️ CoreWeave vs. Circle: The Battle of "Digital Oil" vs. "Digital Cash" Yesterday proved one thing: In 2025, the market prefers Infrastructure over Speculation. If you looked at your watchlist yesterday, you saw a massive divergence. * The AI Engine: CoreWeave ($CoreWeave, Inc.(CRWV)$  ) ripped +10% to all-time highs. * The Crypto Rail: Circle ($Circle Internet Corp.(CRCL)$  ) crashed to $67, creating a "falling knife." Why the split? It’s not just about Nvidia or Bitcoin. It’s about Cash Flow Quality. We are witnessing a rotation from Speculative Assets (Circle/Crypto) to Tangible Assets (CoreWeave/GPUs). Here is the deep dive on why this is happening and how to trade it. 🥊 Tale of the Tape: Th

$Circle Internet Corp.(CRCL)$   $CoreWeave, Inc.(CRWV)$   $S&P 500(.SPX)$   $CME Bitcoin - main 2511(BTCmain)$   After cut rates from fed on  sept and oct last month, us market index downtrend momentum until today and bitcoin have gap point on performance from 126k in level line position to 90k. From on,  oct 7 bitcoin 126k, S&p 500 on 6699 in line position and now from bitcoin around 90k, S&p 500 back to 6688. Thats means for gap performance last month, not enough for us market index to loss point on crash momentum.  Stock market 

CRCL or CRWV 🤔.  I put my Horses 🐎 on CRCL [Duh] 🙄.If Dip again, I will Scoop 🪏 again [Chuckle]. @JC888 @Shyon @Barcode @Shernice軒嬣 2000 @Aqa @koolgal @DiAngel

Extremely tough one. Anyone to share any thoughts? 

Wow thanks for inform. Didn't notice this. I think is a good chance to pick the dip

CoreWeave offers AI infrastructure to notable clients like OpenAI and Microsoft, while Circle is transforming payments for legacy financial businesses with dollar-pegged stablecoins. In the shorter term, coreweave will be able to see returns faster as market sentiment is up and the use cases along with the demand for AI infrastructure will be strong. On the other hand, circle requires a transformation on how payment is made and how businesses and consumers make this shift and might require some form of mindset shift before we see explosive growth. So, this might take longer before returns are more firmed up even with the genius act. Coreweave’s growth is driven in part by debt but with expected rate cuts, this shouldn’t be too much of an issue. I will wait for further pullback before

Circle has been on daily 5% fluctuation for the past several months and slowly declining to all time low of 64. At $80 it is quite a good risk reward punt for profit taking at $90 level 

Coreweave is my pick for under $80 a share

$CoreWeave, Inc.(CRWV)$ has higher growth potential relative to $Circle Internet Corp.(CRCL)$ however circle benefits more over the long term over increased need for internet services. Pick from these two is $CoreWeave, Inc.(CRWV)$ over circles due to high pricing of circles

Between $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ , I’m leaning more toward CoreWeave on this pullback. A 25% weekly drop feels oversold, especially since the earnings beat was solid and the selloff came mainly from a data center delay, not weakening demand. With a huge backlog and major clients like OpenAI and Meta, the long-term setup still looks strong to me. Circle’s decline is tied closely to Bitcoin dropping below $100,000, so its movement depends heavily on whether BTC can regain that level soon. With the stock now near its IPO price, it’s tempting, but it behaves more like a macro/crypto trade — strong if Bitcoin bounces, sluggish if the volatility continues. If I had to choose

thank

Both Circle (CRCL) and CoreWeave (CRWS) delivered strong Q3 results... yet both dropped more than 20% in a single week. Is this panic selling or the perfect setup for a rebound trade? After studying the price action, fundamentals, and macro catalysts, here's the most logical conclusion: 🔎 CRCL Is the Cleaner, More Predictable Rebound Setup. Yes, CoreWeave has long-term tailwinds — but Circle's price behaviour, sector correlation, and technical structure make it the more compelling short-term opportunity. 📌 1. CRCL Moves With Bitcoin — and BTC Is at a Decision Zone Circle’s drop this week wasn#t about earnings. It was about Bitcoin slipping below $100K, triggering broad crypto-linked selling. BTC is now near a strong demand zone where: ETF inflows remain positive Miner balances are rising a

A lot of market noise and not betting on pullbacks.

The RSIs of both are below 30, indicating BUY. However both are still trending downward. I'll wait for the reversal before going in. @Trade Feed Decoder @CGlow @DonT @rockets @lilyofvalley @TerenceD @Nicli @oOoJPoOo @JosC @LeoBoy

Both IPOs are exciting but risky, and a 20% slide within a week is not unusual for newly listed names. CoreWeave is tied to the AI infrastructure boom, but it carries concentration risk and high capital needs. A fast drop reflects the market re-pricing its rich valuation, not necessarily a collapse in fundamentals. Circle depends on stablecoin adoption and regulatory clarity. Its IPO hype cooled quickly because crypto sentiment remains fragile and earnings visibility is limited. These declines don’t mean the companies are doomed—but they show how violently sentiment can turn for fresh IPOs with lofty expectations. For most retail investors, the sensible approach is: Treat them as speculative positions only. Allocate small amounts you can afford to hold through sharp volatility. Wait for a