To The Moon

Why I'm Bullish on CoreWeave and Collecting Now

I've started building a position in CoreWeave because I see it as one of the most important infrastructure plays in the AI-driven economy. Unlike general cloud providers, CoreWeave is purpose-built for GPU-intensive workloads. Demand for AI training and inference is exploding, and CoreWeave has established itself as a key partner to both startups and major enterprises looking for scalable, high-performance compute. That specialization gives it a moat that the hyperscalers can't easily replicate.

What excites me most is the growth runway. As AI adoption spreads across industries — from finance to healthcare to entertainment — the need for GPU cloud capacity will only increase. CoreWeave has been aggressive in expanding data centers and securing long-term contracts, which signals durable revenue visibility. Investors often underestimate how critical reliable compute supply is to AI companies; CoreWeave is positioning itself as the "arms dealer"  of this revolution.

Of course, the stock won't move in a straight line. It's still early, and valuation could feel stretched at times. But I'd rather accumulate on pullbacks than chase later once the market fully prices in its potential. To me, CoreWeave represents a high-conviction growth story with infrastructure-like stability — the kind of play I want to own for the next wave of the AI cycle.

@TigerStars  @Tiger_comments