$CoreWeave, Inc.(CRWV)$ This is a company with real orders, and they can easily pay down debt. Demand is surging. Owning this one feels like a solid position.
$CoreWeave, Inc.(CRWV)$ I think I'd be a lot more worried if I were on the bear side. You always have to expect more chaos than you ever thought possible. But from where things stand now, after all this pressure, how much more can really be expected? Good luck to everyone.
$CoreWeave, Inc.(CRWV)$ Who is actually selling this at 60? The bankruptcy narrative feels like something spun up to push people into that kind of move, lol.
$NEBIUS(NBIS)$ It doesn't have a potential debt problem like $CoreWeave, Inc.(CRWV)$ , and I don't think they do either. If Nebius' competitor has an issue, doesn't that mean NBIS should be up? I think the market just doesn't understand what's going on.
$CoreWeave, Inc.(CRWV)$ Regulation remains relatively permissive and agentic AI adoption continues accelerating. Vera Rubin could strengthen CoreWeave's competitive position because it gives customers access to leading-edge infrastructure earlier than many alternatives.
$CoreWeave, Inc.(CRWV)$ Could be shorts or market makers selling fake shares, hard to say. But they hit that spike hard. All FTDs still have to be delivered, and the shorts will get squeezed.