I’m leaning more toward $Circle Internet Corp.(CRCL)$ than $CoreWeave, Inc.(CRWV)$ at current levels. Both trade near $90, but Circle’s fundamentals look stronger — revenue up 66% YoY, profit up 202%, and solid execution across metrics. CoreWeave, though tied to Nvidia’s AI ecosystem, remains volatile after its data center delay and Nvidia’s $NVIDIA Corp(NVDA)$ sell-off. Its oversold RSI hints at a rebound, but sentiment is still shaky.

CoreWeave has long-term promise with major hyperscaler deals, yet Circle’s growth story feels more stable in the near term. The brief post-earnings pullback seems like profit-taking, not weakness. With crypto adoption rising and solid financial momentum, Circle has a clearer path to sustained growth.

If I had to choose, I’d pick Circle. It’s stronger fundamentally and better positioned for short-term upside. My prediction: “I think Circle will break above $100 this week.”

@Tiger_comments @TigerStars

# Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?

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