• Derek the TigerDerek the Tiger
      ·10-17
      Nvidia maintains the love status with public. Announcing d$SPDR S&P 500 ETF Trust(SPY)$  eal after deal to fuel buy buy and buy  Buy on dip and buy continuation  However remember risk control Could be a put to hedge the down side risk
      902Comment
      Report
    • SpidersSpiders
      ·10-06

      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?

      I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H
      1.26K4
      Report
      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?
    • Mickey082024Mickey082024
      ·10-06

      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform the AI Titan?

      $NEBIUS(NBIS)$ Nvidia (NASDAQ: NVDA) has once again taken center stage in the artificial intelligence rally, pushing to fresh all-time highs as investor enthusiasm reignites around AI infrastructure. The stock has now climbed for the fourth straight session, briefly touching $185.9 intraday, driven by renewed optimism following CEO Jensen Huang’s latest remarks. During a recent public appearance, Huang emphasized the exponential growth trajectory of AI demand and unveiled his “three laws of AI scaling” — pre-training, post-training, and inference — suggesting that inference, the stage where AI models are deployed at scale, will be the true driver of massive long-term demand for compute power. The comments sent ripples across the AI hardware and cl
      1.57K3
      Report
      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform the AI Titan?
    • ExchangeExchange
      ·10-03
      Must say this exquisite mooncake event by tiger brokers is an absolute chef kiss, screenshot Nvidia it must be a sign to go long !!BBUU @Tigerbroker @TigerPM  Huat aaa!
      519Comment
      Report
    • bs6969bs6969
      ·10-02
      $NVIDIA(NVDA)$ Strengths 1. AI / GPU Leadership NVIDIA dominates in AI accelerators (GPUs) and has a full hardware + software ecosystem (including CUDA) that many in the industry depend on.  2. Strong Revenue Growth & Financials Recent years have seen huge jumps in revenue, especially from the data center business. Profit margins have been good, cash flow strong, allowing NVIDIA to invest in R&D and scale.  3. Robust Software Ecosystem & Developer Lock-In The CUDA platform and other software tools give NVIDIA a moat — once customers build around NVIDIA’s tools and infrastructure, it’s harder (costly) to switch.  4. Innovation & New Architecture Roll-outs NVIDIA keeps pushing with new architectures (e.g., Blackwell series) a
      2.11K2
      Report
    • chandon99chandon99
      ·10-02

      Cash Boost Lucky Draw

      Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!
      427Comment
      Report
      Cash Boost Lucky Draw
    • Ronald86Ronald86
      ·10-02
      Hi.                                                         
      551Comment
      Report
    • ShyonShyon
      ·10-02
      As someone who's generally long-term bullish on CoreWeave $CoreWeave, Inc.(CRWV)$   and Nebius $NEBIUS(NBIS)$  , I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta $Meta Platforms, Inc.(META)$  —quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio
      2.00K2
      Report
    • chandon99chandon99
      ·10-02

      Cash Boost Lucky Draw

      Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!
      815Comment
      Report
      Cash Boost Lucky Draw
    • LazyCat InvestsLazyCat Invests
      ·10-02

      Cash Boost Lucky Draw

      Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!
      747Comment
      Report
      Cash Boost Lucky Draw
    • PatmosPatmos
      ·10-02
      Navidia is going to outperform price target of $300 CoreWeave will fold
      735Comment
      Report
    • BarcodeBarcode
      ·10-02
      $NVIDIA(NVDA)$ Nothing to see here, just a $40M Call spike on $NVDA  👉❓Do you think NVDA’s flows today signal a sustainable breakout into the $190s, or is this just a gamma squeeze that could fade as fast as it appeared? 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
      12.70K26
      Report
    • Ah_Whye83Ah_Whye83
      ·10-01
      Awesome read!! Very enriching
      787Comment
      Report
    • TheNerdyRubyTheNerdyRuby
      ·10-01
      Fascinating moment in the tech sector CoreWeaves massive $14.2B deal with Meta is a bold signal that AI infrastructure is becoming a battleground for growth.  The surge in CoreWeave, Applied Digital, and Nebius suggests investors are betting on the broader ecosystem around Nvidia, not just the chipmaker itself.  If Nvidia rally continues, these players could ride the wave or even carve out their own.  Definitely worth watching. AS ALWAYS INVEST SAFE 🎉
      763Comment
      Report
    • xc__xc__
      ·10-01

      NVIDIA’s Orbit: CoreWeave’s 15% Blast—Outperformers Ahead?

      $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ NVIDIA’s stock has rocketed to a new high of $184.59, up 2.05% to $181.85, as its AI empire expands, but the real fireworks are in the ecosystem: CoreWeave soared 15.9% to $138.88 after a $14.2 billion Meta compute deal through 2031, while Nebius hit $117.40 (up 2.34% to $110.22), Applied Digital gained 1.52% to $22.55, and Super Micro climbed 1.2% to $47.38. With NVIDIA’s rally showing no signs of slowing, can it push further? Will CoreWeave or Nebius steal the show and outperform? What’s the top pick to surf NVIDIA’s wave? Dive into the momentu
      1.76K2
      Report
      NVIDIA’s Orbit: CoreWeave’s 15% Blast—Outperformers Ahead?
    • SpidersSpiders
      ·09-22

      CoreWeave Scores $6.3B Orders! Is NVIDIA Turning it to AI Giant?

      I was scrolling through the news the other day when I saw it: CoreWeave snagged a $6.3 billion order from NVIDIA. My first thought? Wow, that’s huge. And then I thought, Hold on… this could be the start of something bigger. The deal is massive — NVIDIA will buy all of CoreWeave’s remaining unsold compute capacity through April 2032. Nearly a decade of guaranteed demand. For any tech company, that’s the kind of longer-term certainty most CEOs can only dream of. I could practically feel the market excitement: CRWV stock jumped almost immediately after the announcement. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) I started imagining what this could mean. Could CoreWeave be on its way to becoming an AI infrastructure powerhouse? The thought was tempting. NVIDIA clearly trusts them. The AI boom shows
      2.68K6
      Report
      CoreWeave Scores $6.3B Orders! Is NVIDIA Turning it to AI Giant?
    • Peppermint 7080Peppermint 7080
      ·09-19
      $CoreWeave, Inc.(CRWV)$ is still burning cash so it's not yet an AI giant, more like a strategically important customer 
      1.39KComment
      Report
    • Mickey082024Mickey082024
      ·09-17

      NVIDIA’s $6.3B Bet on CoreWeave: Is This the Start of an AI Infrastructure Giant?

      $CoreWeave, Inc.(CRWV)$ The artificial intelligence (AI) infrastructure race just accelerated. CoreWeave, a fast-rising player in the GPU cloud space, saw its stock surge more than 7% after announcing a landmark $6.3 billion agreement with NVIDIA. Under the deal, NVIDIA will purchase CoreWeave’s unsold compute capacity through April 2032, effectively guaranteeing a baseline of demand for the company’s massive data center investments. For investors, this raises urgent questions: Is this just a one-time bump, or the start of a much larger growth story? Can CoreWeave’s stock break past the $140 barrier and sustain higher valuations? And most importantly, does this deal put CoreWeave on a credible path to becoming an AI giant in the years ahead? The C
      1.85K3
      Report
      NVIDIA’s $6.3B Bet on CoreWeave: Is This the Start of an AI Infrastructure Giant?
    • PatmosPatmos
      ·09-17
      $CoreWeave, Inc.(CRWV)$ Yes CoreWeave is headed to $160 by year's end I'am very bullish buying more stock will be a giant 
      1.50KComment
      Report
    • xc__xc__
      ·10-01

      NVIDIA’s Orbit: CoreWeave’s 15% Blast—Outperformers Ahead?

      $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ NVIDIA’s stock has rocketed to a new high of $184.59, up 2.05% to $181.85, as its AI empire expands, but the real fireworks are in the ecosystem: CoreWeave soared 15.9% to $138.88 after a $14.2 billion Meta compute deal through 2031, while Nebius hit $117.40 (up 2.34% to $110.22), Applied Digital gained 1.52% to $22.55, and Super Micro climbed 1.2% to $47.38. With NVIDIA’s rally showing no signs of slowing, can it push further? Will CoreWeave or Nebius steal the show and outperform? What’s the top pick to surf NVIDIA’s wave? Dive into the momentu
      1.76K2
      Report
      NVIDIA’s Orbit: CoreWeave’s 15% Blast—Outperformers Ahead?
    • Mickey082024Mickey082024
      ·10-06

      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform the AI Titan?

      $NEBIUS(NBIS)$ Nvidia (NASDAQ: NVDA) has once again taken center stage in the artificial intelligence rally, pushing to fresh all-time highs as investor enthusiasm reignites around AI infrastructure. The stock has now climbed for the fourth straight session, briefly touching $185.9 intraday, driven by renewed optimism following CEO Jensen Huang’s latest remarks. During a recent public appearance, Huang emphasized the exponential growth trajectory of AI demand and unveiled his “three laws of AI scaling” — pre-training, post-training, and inference — suggesting that inference, the stage where AI models are deployed at scale, will be the true driver of massive long-term demand for compute power. The comments sent ripples across the AI hardware and cl
      1.57K3
      Report
      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform the AI Titan?
    • antitiantiti
      ·09-10

      CoreWeave at Goldman Sachs Communacopia + Technology Conference: Briefing & Highlights

      $CoreWeave, Inc.(CRWV)$ management explained the company’s post-IPO development vision, core competencies, and strategic positioning in the context of the rapid global expansion of AI computing infrastructure. They emphasized the explosive growth in AI compute demand, severe infrastructure shortages, and highlighted the company’s unique strengths in technology, physical infrastructure, and capital markets.🔑 Key Takeaways from the Meeting1. Company Vision & PositioningCoreWeave’s strategy is clear: provide cutting-edge infrastructure to meet the parallel computing demands of the AI era.Core mission: Build ultra-large-scale AI computing capabilities globally to meet continuous training and inference demands.Management stressed that the current m
      5.80K4
      Report
      CoreWeave at Goldman Sachs Communacopia + Technology Conference: Briefing & Highlights
    • ShyonShyon
      ·10-02
      As someone who's generally long-term bullish on CoreWeave $CoreWeave, Inc.(CRWV)$   and Nebius $NEBIUS(NBIS)$  , I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta $Meta Platforms, Inc.(META)$  —quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio
      2.00K2
      Report
    • xc__xc__
      ·09-16

      CoreWeave’s $6.3B NVIDIA Deal Sparks AI Empire Dreams!

      $CoreWeave, Inc.(CRWV)$ $NVIDIA(NVDA)$ CoreWeave’s stock soared over 7% to $139.7 after securing a colossal $6.3 billion order from NVIDIA, locking in the purchase of its remaining compute capacity through April 2032. This partnership, with full details slated for the Q3 earnings report, has NVIDIA shares edging up to $135.8, signaling a tech alliance with massive potential. Can CoreWeave break $140 and beyond? Is this rally the launchpad for a bigger growth saga? Could it rise as an AI giant? Dive into the surge, explore sector impacts, and strategize your next move in this transformative moment. The $6.3B Breakthrough: What Fuels CoreWeave? The deal is a game-changer: Stock Surge: Up 7% to $139.7, with
      1.84K3
      Report
      CoreWeave’s $6.3B NVIDIA Deal Sparks AI Empire Dreams!
    • MaverickWealthBuilderMaverickWealthBuilder
      ·09-16

      Outside Nvidia: Storage and AI Hardware Are Semi's Game-Changer

      While the market is still debating "who can outperform $NVIDIA(NVDA)$ ," another chain is quietly shifting—storage (HDD/SSD/NAND/DRAM) + AI server components + edge devices—is being propelled into the spotlight by a wave of inelastic demand driven by both massive models and data center expansion.Today's signals aren't isolated news events, but rather a four-part chain reaction: price hikes → supply tightening → institutions raising forecasts → capital following suit. This sequence includes SanDisk/NAND initiating price increases, Micron/DRAM/NAND implementing price jumps/withholding inventory alongside institutional upgrades, Western Digital and Seagate following suit with HDD price hikes, and leading equipment manufacturer ASML seeing internal bu
      18.50K3
      Report
      Outside Nvidia: Storage and AI Hardware Are Semi's Game-Changer
    • Mickey082024Mickey082024
      ·09-17

      NVIDIA’s $6.3B Bet on CoreWeave: Is This the Start of an AI Infrastructure Giant?

      $CoreWeave, Inc.(CRWV)$ The artificial intelligence (AI) infrastructure race just accelerated. CoreWeave, a fast-rising player in the GPU cloud space, saw its stock surge more than 7% after announcing a landmark $6.3 billion agreement with NVIDIA. Under the deal, NVIDIA will purchase CoreWeave’s unsold compute capacity through April 2032, effectively guaranteeing a baseline of demand for the company’s massive data center investments. For investors, this raises urgent questions: Is this just a one-time bump, or the start of a much larger growth story? Can CoreWeave’s stock break past the $140 barrier and sustain higher valuations? And most importantly, does this deal put CoreWeave on a credible path to becoming an AI giant in the years ahead? The C
      1.85K3
      Report
      NVIDIA’s $6.3B Bet on CoreWeave: Is This the Start of an AI Infrastructure Giant?
    • orsiriorsiri
      ·09-11

      CoreWeave’s AI Backlog Bonanza: Is the Rebound Worth Chasing?

      The backlog that makes Wall Street blush When a company waves around a $30.1 billion backlog, I tend to sit up straighter. CoreWeave’s recent rally — up more than 200% year-to-date — isn’t just a speculative meme-like surge; it’s underpinned by real contracts that suggest demand for AI infrastructure isn’t just alive, it’s thriving. With quarterly revenue growth topping 200% year-on-year, the numbers speak to an industry hungry for compute. The stock’s rebound from the low $30s to over $117 may look steep, but it reflects a fundamental truth: hyperscale AI demand has become a structural trend rather than a passing fad. One detail investors may not fully appreciate is how much of that backlog is tied to multi-year cloud capacity agreements. This makes CoreWeave’s revenues less lumpy than on
      1.72K16
      Report
      CoreWeave’s AI Backlog Bonanza: Is the Rebound Worth Chasing?
    • SpidersSpiders
      ·10-06

      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?

      I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H
      1.26K4
      Report
      NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·08-21

      ​​PANW Earnings Blowout: EPS Beats by 30%, Margins Hit Record High!​

      $Palo Alto Networks(PANW)$ The overall performance of the Q4 fiscal year 2025 earnings report was favorable: both revenue and non-GAAP EPS achieved double-digit growth, with EPS significantly exceeding expectations; subscription-based business momentum was strong, with NGS ARR and RPO showing high year-over-year growth and signs of acceleration, and improved operational efficiency drove non-GAAP operating margin to historically exceed 30%. The downside lies in the year-over-year decline in GAAP net profit and the still-moderate hardware market conditions; however, management's FY26 and Q1 guidance both exceed market consensus expectations, coupled with the "platformization + AI security" strategy and the proposed CyberArk acquisition to address id
      5.59K3
      Report
      ​​PANW Earnings Blowout: EPS Beats by 30%, Margins Hit Record High!​
    • xc__xc__
      ·09-03

      CoreWeave Dips Below $100: Insider Sell-Off Opportunity or Red Flag?

      $CoreWeave, Inc.(CRWV)$ $Grab Holdings(GRAB)$ CoreWeave's stock tumbled 8% to $94.00 after executive Kristen McVeety sold 310,000 shares worth $29 million, sparking investor concerns amid a broader market mixed open. This move comes as the cloud computing firm's $60.40 billion market cap faces scrutiny over rapid insider sales. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 signals calm, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel add nuance. Is CoreWeave under $100 a bottom-fishing gem? Would you buy now or wait for $80? This deep dive explores the sell-off, market dynamics, and strategies to bet on a rebound or hedge the risk.
      2.14K3
      Report
      CoreWeave Dips Below $100: Insider Sell-Off Opportunity or Red Flag?
    • JacksNifflerJacksNiffler
      ·09-03

      AVGO Earnings Preview & Valuation Revise

      Morgan Stanley raised its target price for $Broadcom(AVGO)$ ahead of its earnings report, increasing it from $338 to $357. The core view is that AVGO's investments in AI-customized chips are entering a period of explosive growth and are likely to become a powerful engine for the company's performance next year.Driving FactorsThe ASIC business is viewed as the primary growth driver, with AI-related revenue projected to reach $3.16 billion by 2026 (up 532.08% year-over-year from the original estimate of $1.78 billion). This growth stems from accelerated launches of new customers (such as the TPU project) and surging demand for inference capabilities. TPU (Tensor Processing Unit) demand has exceeded expectations, with unit growth potentially outperfo
      3.30K4
      Report
      AVGO Earnings Preview & Valuation Revise
    • BarcodeBarcode
      ·08-22

      🔥🏦🚀 $BLSH: From Stablecoin IPO Shockwave to Wall Street’s Next Institutional Crypto Giant 🚀🏦🔥

      $Bullish(BLSH)$ $Coinbase Global, Inc.(COIN)$ $Invesco QQQ(QQQ)$ 🔥🏦 I'm convinced Bullish ($BLSH) is setting the stage to dominate institutional crypto trading, and today’s tape strengthens the case. 🎯 Technical ignition underway: Inverse head and shoulders confirmed at $68.80 with RSI at 73, a clear volume surge, and volatility compression within Keltner and Bollinger bands resolving higher. From IPO at $37 to a $117.25 peak in the first 10 minutes, demand was explosive; the current consolidation just under $70 is aligning with a measured move higher. 🏦 Wall Street DNA:  CEO Tom Farley, former NYSE president and ex-ICE executive, has built an institutional-f
      2.59K12
      Report
      🔥🏦🚀 $BLSH: From Stablecoin IPO Shockwave to Wall Street’s Next Institutional Crypto Giant 🚀🏦🔥
    • ShyonShyon
      ·09-16
      The recent $6.3 billion order from NVIDIA has completely reinforced my conviction in CoreWeave. Seeing NVIDIA commit to purchasing CoreWeave's unsold compute capacity all the way through 2032 is not just a short-term catalyst—it's a validation of CoreWeave's long-term relevance in the AI infrastructure space. This deal essentially gives CoreWeave a predictable demand pipeline for years to come, and that's rare in such a fast-changing industry. For me, this is more than just a headline number. It signals trust. If a giant like NVIDIA $NVIDIA Corp(NVDA)$   is willing to lock in capacity from CoreWeave $CoreWeave, Inc.(CRWV)$   for nearly a decade, it means
      1.33KComment
      Report
    • xc__xc__
      ·08-14

      Bullish 80% Surge Unleashed: Cash Out or Ride the Next Circle Wave?

      $Bullish(BLSH)$ Bullish has ignited a market frenzy, soaring over 80% yesterday and continuing its climb in after-hours trading, reaching $18.50 from its debut price of $10.20 on August 13, 2025. Unlike traditional IPOs, Bullish allocated a striking 20% of its offering to retail investors—double the typical sub-10% level—signaling a bold move to empower individuals while stabilizing its share price through broader ownership. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $124,002, the market’s bullish pulse is undeniable, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel inject uncertainty. Echoing Circle’s 700% IPO surge since June 2025, Bullish’s rally raises the question: is it time to take profits, o
      4.72K5
      Report
      Bullish 80% Surge Unleashed: Cash Out or Ride the Next Circle Wave?
    • ToNiToNi
      ·09-04
      $CoreWeave, Inc.(CRWV)$ CoreWeave (CWE): The AI Cloud Pioneer Set to Soar Beyond the Hype CoreWeave (NYSE: CWE) has dipped 8% to $94 following executive Kristen McVeety’s sale of 310,000 shares worth $29 million, pushing the stock below the coveted $100 mark. While this plunge has sparked hesitation, I see it as a clarion call for visionary investors to seize an undervalued gem in the AI-driven cloud computing revolution. Far from a signal of distress, this dip is a launchpad for CoreWeave to redefine the future of decentralized AI infrastructure, delivering exponential returns. Here’s why CWE is a bold buy, with a unique growth narrative that outshines the noise. The Hidden Power of Decentralized AI Infrastructure CoreWeave isn’t just another clo
      2.43K5
      Report
    • SpidersSpiders
      ·09-22

      CoreWeave Scores $6.3B Orders! Is NVIDIA Turning it to AI Giant?

      I was scrolling through the news the other day when I saw it: CoreWeave snagged a $6.3 billion order from NVIDIA. My first thought? Wow, that’s huge. And then I thought, Hold on… this could be the start of something bigger. The deal is massive — NVIDIA will buy all of CoreWeave’s remaining unsold compute capacity through April 2032. Nearly a decade of guaranteed demand. For any tech company, that’s the kind of longer-term certainty most CEOs can only dream of. I could practically feel the market excitement: CRWV stock jumped almost immediately after the announcement. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) I started imagining what this could mean. Could CoreWeave be on its way to becoming an AI infrastructure powerhouse? The thought was tempting. NVIDIA clearly trusts them. The AI boom shows
      2.68K6
      Report
      CoreWeave Scores $6.3B Orders! Is NVIDIA Turning it to AI Giant?
    • xc__xc__
      ·08-29

      CoreWeave Breaks $100 Barrier: AI Infrastructure Goldmine or Figma's Design Trap?

      $CoreWeave, Inc.(CRWV)$ CoreWeave's shares blasted past $100 on August 28, 2025, closing at $104.50 after Cantor Fitzgerald initiated coverage with an Overweight rating and a $116 price target, citing the trillion-dollar AI infrastructure opportunity. The cloud computing firm, valued at $60.40 billion, has skyrocketed 179.6% year-to-date, driven by its Nvidia GPU-powered AI servers. Meanwhile, Figma's stock at $73 has drawn a Neutral rating from JPMorgan with a $65 target, though FactSet's average Overweight rating and $75 mean PT offer a glimmer of hope for the design software leader. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30% on EU/Mexico, 35% on Canada) and oi
      1.39KComment
      Report
      CoreWeave Breaks $100 Barrier: AI Infrastructure Goldmine or Figma's Design Trap?
    • Mickey082024Mickey082024
      ·08-29

      AI Infrastructure vs. Design SaaS: Can CoreWeave Keep Surging While Figma Finds Its Footing?

      $Figma(FIG)$ $CoreWeave, Inc.(CRWV)$ The year 2025 has been dominated by one overarching theme: the accelerating demand for artificial intelligence. Investors continue to hunt for opportunities across the AI ecosystem, but they face a fundamental choice. Should they chase the infrastructure providers—the “picks and shovels” of the AI boom—or should they seek upside in application-layer platforms that stand to benefit from AI integration? Two recent IPOs capture this contrast vividly: CoreWeave and Figma. CoreWeave has surged past $100 per share, up 160% year-to-date, after Cantor Fitzgerald initiated coverage with an Overweight rating and a $116 price target. The bullish thesis rests on CoreWeave’s positio
      7.20K4
      Report
      AI Infrastructure vs. Design SaaS: Can CoreWeave Keep Surging While Figma Finds Its Footing?
    • BarcodeBarcode
      ·08-14

      🎯📉⚡ Bullish’s day-one reversal: from IPO euphoria to reality check ⚡📉🎯

      $Bullish(BLSH)$ $Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ I’m calling this what it is: a liquidity flush followed by a credibility reset. Bullish’s debut ignited at $90, ripped to $118, then reversed violently into the mid-$80s. I’m tactically cautious into the next open; I’m extremely confident this intraday swing sets the tone for the next 48 hours. Chart Breakdown The tape’s now redrawing its battleground. Session open $90.00, day high $118.00, current low $86.40, and a halt print on the downside as bids stepped away. Volume 18.95M shares, turnover $1.96B, with VWAP now recalibrated around $99.80. Amplitude on the day is 85.41%, confirming a
      11.16K21
      Report
      🎯📉⚡ Bullish’s day-one reversal: from IPO euphoria to reality check ⚡📉🎯