@Shyon:
$CoreWeave, Inc.(CRWV)$ During this round of market turbulence, I've taken the opportunity to accumulate more shares of CoreWeave following its post-earnings selloff. While the company's latest quarterly results fell short of expectations, my conviction in its long-term potential remains intact. In fact, I view this dip as a chance to strengthen my position in a company that stands at the forefront of the AI infrastructure revolution. The earnings miss was largely due to near-term challenges — mainly capacity expansion delays and higher operational expenses from scaling its data centers. These short-term headwinds, while disappointing to the market, don't change the underlying growth story. CoreWeave continues to play a pivotal role in provid