To The Moon

On 26 Aug 2025, I have a post on then rising stock $CoreWeave, Inc.(CRWV)$. click here ! to read about it. Besides talking about CRWV, I had compared it to $NEBIUS(NBIS)$, that I still feel has a more compelling value proposition. Of course, at the end of the day, its really investors confidence over a stock when it comes to purchase as both stocks are still in the red. Fast forward 2½ months later, I came across below article that I feel is an unbiased account of CRWV. Sharing it here for all to read & learn at the same time, for one last time. Company Profile. CRWV is a data center company focused exclusively on AI infrastructu

“CoreWeave & Circle Breaking Below $70: Are We Heading Into the $50 Bear Zone? 🐻💥” Last night’s swing wasn’t just “volatility.” It was the market sending a message — loud, messy, and slightly rude. Both CoreWeave and Circle closing below $70 has officially opened the door to a much darker scenario investors have been whispering about: 👉 A potential slide into the $50s… or even lower. 😬 So the question today isn’t just: “Buy the dip?” It’s also: “Or am I catching a falling chainsaw?” 🪚😵‍💫 ⸻ 🔍 Why Some Investors Believe $50 Is Possible 1️⃣ Momentum Has Broken — Support Didn’t Hold Once stocks reject a big swing and close below a psychological floor… that’s not noise. That’s sentiment turning. A clean break under $70 creates a vacuum — and markets love filling empty spaces quickly and vio

$CoreWeave, Inc.(CRWV)$ AI Strength vs. Crypto Fragility in a Volatile Market Week Nvidia’s latest earnings report did more than just reaffirm the company’s dominance in artificial intelligence — it sent shockwaves across the entire AI-infrastructure ecosystem. And once again, CoreWeave emerged as one of the biggest downstream winners. Shares in the privately held GPU supercloud provider jumped roughly 10% in after-hours trading, reacting instantly to Nvidia’s revenue beat and optimistic forward guidance. But while one corner of the tech megacycle surged, another buckled. Circle, still widely regarded as a speculation-driven crypto-concept stock with no consistent profitability, dropped back below $70 as Bitcoin fell to an intraday low near $67K.

Coreweave is my pick for under $70

⚔️ CoreWeave vs. Circle: The Battle of "Digital Oil" vs. "Digital Cash" Yesterday proved one thing: In 2025, the market prefers Infrastructure over Speculation. If you looked at your watchlist yesterday, you saw a massive divergence. * The AI Engine: CoreWeave ($CoreWeave, Inc.(CRWV)$  ) ripped +10% to all-time highs. * The Crypto Rail: Circle ($Circle Internet Corp.(CRCL)$  ) crashed to $67, creating a "falling knife." Why the split? It’s not just about Nvidia or Bitcoin. It’s about Cash Flow Quality. We are witnessing a rotation from Speculative Assets (Circle/Crypto) to Tangible Assets (CoreWeave/GPUs). Here is the deep dive on why this is happening and how to trade it. 🥊 Tale of the Tape: Th

$Circle Internet Corp.(CRCL)$   $CoreWeave, Inc.(CRWV)$   $S&P 500(.SPX)$   $CME Bitcoin - main 2511(BTCmain)$   After cut rates from fed on  sept and oct last month, us market index downtrend momentum until today and bitcoin have gap point on performance from 126k in level line position to 90k. From on,  oct 7 bitcoin 126k, S&p 500 on 6699 in line position and now from bitcoin around 90k, S&p 500 back to 6688. Thats means for gap performance last month, not enough for us market index to loss point on crash momentum.  Stock market 

CRCL or CRWV 🤔.  I put my Horses 🐎 on CRCL [Duh] 🙄.If Dip again, I will Scoop 🪏 again [Chuckle]. @JC888 @Shyon @Barcode @Shernice軒嬣 2000 @Aqa @koolgal @DiAngel

Extremely tough one. Anyone to share any thoughts? 

Wow thanks for inform. Didn't notice this. I think is a good chance to pick the dip

CoreWeave offers AI infrastructure to notable clients like OpenAI and Microsoft, while Circle is transforming payments for legacy financial businesses with dollar-pegged stablecoins. In the shorter term, coreweave will be able to see returns faster as market sentiment is up and the use cases along with the demand for AI infrastructure will be strong. On the other hand, circle requires a transformation on how payment is made and how businesses and consumers make this shift and might require some form of mindset shift before we see explosive growth. So, this might take longer before returns are more firmed up even with the genius act. Coreweave’s growth is driven in part by debt but with expected rate cuts, this shouldn’t be too much of an issue. I will wait for further pullback before

Circle has been on daily 5% fluctuation for the past several months and slowly declining to all time low of 64. At $80 it is quite a good risk reward punt for profit taking at $90 level 

Coreweave is my pick for under $80 a share

$CoreWeave, Inc.(CRWV)$ has higher growth potential relative to $Circle Internet Corp.(CRCL)$ however circle benefits more over the long term over increased need for internet services. Pick from these two is $CoreWeave, Inc.(CRWV)$ over circles due to high pricing of circles

Between $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ , I’m leaning more toward CoreWeave on this pullback. A 25% weekly drop feels oversold, especially since the earnings beat was solid and the selloff came mainly from a data center delay, not weakening demand. With a huge backlog and major clients like OpenAI and Meta, the long-term setup still looks strong to me. Circle’s decline is tied closely to Bitcoin dropping below $100,000, so its movement depends heavily on whether BTC can regain that level soon. With the stock now near its IPO price, it’s tempting, but it behaves more like a macro/crypto trade — strong if Bitcoin bounces, sluggish if the volatility continues. If I had to choose

thank

Both Circle (CRCL) and CoreWeave (CRWS) delivered strong Q3 results... yet both dropped more than 20% in a single week. Is this panic selling or the perfect setup for a rebound trade? After studying the price action, fundamentals, and macro catalysts, here's the most logical conclusion: 🔎 CRCL Is the Cleaner, More Predictable Rebound Setup. Yes, CoreWeave has long-term tailwinds — but Circle's price behaviour, sector correlation, and technical structure make it the more compelling short-term opportunity. 📌 1. CRCL Moves With Bitcoin — and BTC Is at a Decision Zone Circle’s drop this week wasn#t about earnings. It was about Bitcoin slipping below $100K, triggering broad crypto-linked selling. BTC is now near a strong demand zone where: ETF inflows remain positive Miner balances are rising a

A lot of market noise and not betting on pullbacks.

The RSIs of both are below 30, indicating BUY. However both are still trending downward. I'll wait for the reversal before going in. @Trade Feed Decoder @CGlow @DonT @rockets @lilyofvalley @TerenceD @Nicli @oOoJPoOo @JosC @LeoBoy

Both IPOs are exciting but risky, and a 20% slide within a week is not unusual for newly listed names. CoreWeave is tied to the AI infrastructure boom, but it carries concentration risk and high capital needs. A fast drop reflects the market re-pricing its rich valuation, not necessarily a collapse in fundamentals. Circle depends on stablecoin adoption and regulatory clarity. Its IPO hype cooled quickly because crypto sentiment remains fragile and earnings visibility is limited. These declines don’t mean the companies are doomed—but they show how violently sentiment can turn for fresh IPOs with lofty expectations. For most retail investors, the sensible approach is: Treat them as speculative positions only. Allocate small amounts you can afford to hold through sharp volatility. Wait for a

Still not really buying as I believe only investing in stocks with good foundations and strong track records. Maybe one day when one of these stocks becomes one with strong track records will I get in.

On 26 Aug 2025, I have a post on then rising stock $CoreWeave, Inc.(CRWV)$. click here ! to read about it. Besides talking about CRWV, I had compared it to $NEBIUS(NBIS)$, that I still feel has a more compelling value proposition. Of course, at the end of the day, its really investors confidence over a stock when it comes to purchase as both stocks are still in the red. Fast forward 2½ months later, I came across below article that I feel is an unbiased account of CRWV. Sharing it here for all to read & learn at the same time, for one last time. Company Profile. CRWV is a data center company focused exclusively on AI infrastructu

$CoreWeave, Inc.(CRWV)$ AI Strength vs. Crypto Fragility in a Volatile Market Week Nvidia’s latest earnings report did more than just reaffirm the company’s dominance in artificial intelligence — it sent shockwaves across the entire AI-infrastructure ecosystem. And once again, CoreWeave emerged as one of the biggest downstream winners. Shares in the privately held GPU supercloud provider jumped roughly 10% in after-hours trading, reacting instantly to Nvidia’s revenue beat and optimistic forward guidance. But while one corner of the tech megacycle surged, another buckled. Circle, still widely regarded as a speculation-driven crypto-concept stock with no consistent profitability, dropped back below $70 as Bitcoin fell to an intraday low near $67K.

$Circle Internet Corp.(CRCL)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$  🎯 Executive Summary I’m extremely confident the market is punishing the wrong variable today. Circle Internet Group ($CRCL) delivered a blockbuster Q3-25: total revenue and reserve income of $740M, up 66% year over year from $447M, and GAAP EPS of $0.64 that crushed estimates near $0.18 to $0.22. Net income hit $214M, up 202% year over year. USDC in circulation ended the quarter at $73.7B, up 108% year over year, with average USDC in circulation at $67.8B, up 97%. On-chain USDC transaction volume surged 580% to $9.6T. Shares still slid roughly 10% intraday as traders fixated on lower forwa

Both Circle (CRCL) and CoreWeave (CRWS) delivered strong Q3 results... yet both dropped more than 20% in a single week. Is this panic selling or the perfect setup for a rebound trade? After studying the price action, fundamentals, and macro catalysts, here's the most logical conclusion: 🔎 CRCL Is the Cleaner, More Predictable Rebound Setup. Yes, CoreWeave has long-term tailwinds — but Circle's price behaviour, sector correlation, and technical structure make it the more compelling short-term opportunity. 📌 1. CRCL Moves With Bitcoin — and BTC Is at a Decision Zone Circle’s drop this week wasn#t about earnings. It was about Bitcoin slipping below $100K, triggering broad crypto-linked selling. BTC is now near a strong demand zone where: ETF inflows remain positive Miner balances are rising a

⚔️ CoreWeave vs. Circle: The Battle of "Digital Oil" vs. "Digital Cash" Yesterday proved one thing: In 2025, the market prefers Infrastructure over Speculation. If you looked at your watchlist yesterday, you saw a massive divergence. * The AI Engine: CoreWeave ($CoreWeave, Inc.(CRWV)$  ) ripped +10% to all-time highs. * The Crypto Rail: Circle ($Circle Internet Corp.(CRCL)$  ) crashed to $67, creating a "falling knife." Why the split? It’s not just about Nvidia or Bitcoin. It’s about Cash Flow Quality. We are witnessing a rotation from Speculative Assets (Circle/Crypto) to Tangible Assets (CoreWeave/GPUs). Here is the deep dive on why this is happening and how to trade it. 🥊 Tale of the Tape: Th

“CoreWeave & Circle Breaking Below $70: Are We Heading Into the $50 Bear Zone? 🐻💥” Last night’s swing wasn’t just “volatility.” It was the market sending a message — loud, messy, and slightly rude. Both CoreWeave and Circle closing below $70 has officially opened the door to a much darker scenario investors have been whispering about: 👉 A potential slide into the $50s… or even lower. 😬 So the question today isn’t just: “Buy the dip?” It’s also: “Or am I catching a falling chainsaw?” 🪚😵‍💫 ⸻ 🔍 Why Some Investors Believe $50 Is Possible 1️⃣ Momentum Has Broken — Support Didn’t Hold Once stocks reject a big swing and close below a psychological floor… that’s not noise. That’s sentiment turning. A clean break under $70 creates a vacuum — and markets love filling empty spaces quickly and vio

After earnings, both $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ posted strong beats, yet their stocks still dropped afterward.CoreWeave’s decline was somewhat predictable due to the data center delay — but is a 25% drop in one week a bit oversold? Q3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day selloff. Compass Point initiated coverage with a Buy and a $150 PT, citing strong demand backlog and a durable multi-year growth outlook. The analyst highlighted a $55.6B revenue backlog, major clients such as OpenAI and Meta, and strong visibility supporting sustained growth.Circle, on the other hand, fell in tandem with Bitcoin. BTC dipped below $100,000

Circle Earnings Review: Profits Up 202%, Stock Down 12%, Cathie Wood Buys The Dip $Circle Internet Corp.(CRCL)$  reported record net profits in the third quarter of 2025, but its stock price subsequently experienced a dramatic plunge, falling by over 12.21%. This market anomaly reveals profound investor concerns regarding the high investment costs required for the company's long-term growth strategy. Core Financial Indicators Circle's quarterly operational performance was robust, with figures far exceeding general market expectations, particularly in profitability. ~Total Revenue: $740 million (up 108% YoY) ~Net Profit: $214 million (up 202% YoY) ~USDC Circulation: $73.7 billion (record high) ~Total Distribution & Transaction Costs: $448

$Circle Internet Corp.(CRCL)$ is scheduled to report its Q3 2025 financial results on Wednesday, November 12, 2025, before market open (BMO). Circle Internet Group (CRCL) is the issuer of the USDC stablecoin, and its performance is closely tied to the broader digital currency and stablecoin ecosystem. Consensus Estimates Consensus EPS (Earnings Per Share) Forecast: $0.17 per share. (Note: Estimates have been revised upward recently). Consensus Revenue Forecast: Approximately $708.92 million to $709.90 million. Pre-Earnings Sentiment and Context Prior Quarter Performance (Q2 2025): CRCL significantly beat the consensus EPS estimate, reporting adjusted earnings of $1.02 per share against an estimate of $0.29. Earnings ESP: The company currently has

Circle Q3 Earnings Preview: USDC Yields, GENIUS Act Implementation, 50% Coinbase Cost $Circle Internet Corp.(CRCL)$ is set to release its Q3 FY 2025 earnings report on Wednesday, November 12, 2025 at 8:00 AM Eastern Time (ET). The market is keenly watching to see if the "Stablecoin King" can demonstrate clear and sustainable GAAP (Generally Accepted Accounting Principles) profitability, building upon the expansion of its core business, USDC. Core Financial Indicators $Circle (CRCL.US)$'s revenue is expected to be $709 Million for 2025Q3, up 7.74% QoQ (Quarter-over-Quarter, a clear increase); YoY (Year-over-Year) growth is not calculated directly as the company was not listed in Q3 2024. $Circle (CRCL.US)$'s EPS (Earnings Per Share) is estimated t

Buckle up, investors – the market's about to get wild with a flood of quarterly reports from powerhouse names in tech, energy, space, and beyond. With economic vibes still buzzing from recent Fed moves, these reveals could spark massive swings and golden opportunities. Let's break it down day by day, spotlighting why each one's a must-watch, plus potential impacts on sectors like AI, quantum tech, and global entertainment. 🤑🌐 Monday's Power Plays: Tech and Energy Unleashed! ⚡🛢️ CoreWeave is dropping numbers as the go-to for high-powered GPU cloud services, fueling AI booms – watch for revenue spikes from data center expansions amid exploding demand. Occidental Petroleum, the oil titan, might shake energy markets with insights on production amid volatile crude prices; strong results could b

$Circle Internet Corp.(CRCL)$ Here is my assessment of Circle Internet Group, Inc. (ticker CRCL) ahead of its Q3 results. This is not investment advice; rather a structured review to help you decide whether it makes sense given your preference for affordable, relatively stable exposure. --- ✅ What looks promising Circle issues the stablecoin USDC and related products, placing it in a high-growth thematic area (digital currencies, blockchain payments). It reports Q3 on 12 November 2025.  According to summary data: estimates for Q3 are revenue ≈ US$699.6 million and EPS of about US$0.175.  Analysts’ commentary highlights the potential of its business model expanding beyond interest-income from stable-coin reserves to more diversified prod

Circle Internet Group ( $Circle Internet Corp.(CRCL)$ ), the powerhouse behind USDC, is gearing up for its Q3 2025 earnings drop tomorrow, and the buzz is electric! 📈 With shares hovering near $104 today, down from recent peaks but still commanding attention after a wild ride since its June IPO at $31, investors are eyeing whether this stablecoin giant is undervalued or overhyped. 😎 Let's dive deep into the numbers, growth drivers, and why this could be a portfolio game-changer. First off, the earnings spotlight: Analysts are projecting revenue to hit around $700 million for Q3, fueled by booming USDC adoption across blockchains and fresh products like tokenized funds and payment networks. That's a solid jump from prior quarters, showcasing Circle

$Circle Internet Corp.(CRCL)$  Circle’s next earnings report might be one of the most watched in the digital finance world this quarter, and not just because of the numbers. It’s a test of whether the company behind one of the world’s biggest stablecoins can convince Wall Street that it deserves a place among serious fintech leaders. Scheduled to report before the market opens on November 12, Circle is expected to post $699.6 million in revenue and earnings per share of about $0.175 for the third quarter of 2025. At its current trading level near $100, investors are asking the question that matters most: is this still a fair price, or is the market already pricing in too much optimism? Circle’s story has always been tied to trust. As the issu

$CoreWeave, Inc.(CRWV)$ $Circle Internet Corp.(CRCL)$ Bulls, this is not a drill. 🐂 Two absolute monsters are both sitting in the $80s right now and the market is handing you the opportunity on a silver platter. Let’s rip the band-aid off with the fresh ink: Circle Q3 (just dropped) → Total revenue + reserve income: $740M ↑ 66% YoY → Net income: $214M ↑ 202% YoY 😱😱😱 That’s not growth. That’s a license to print money while everyone else is bleeding. USDC reserves are massive, interest rates still juicy, crypto adoption going parabolic — Circle is the profitable king right now. Straight cash flow monster. 👑 CoreWeave → Beat the quarter hard ✅ → Then lowered full-year guidance → Stock instantly sent to the

With Circle's $Circle Internet Corp.(CRCL)$   Q3 earnings just around the corner, I'm quite curious to see how the market will react to its second public report. The company is still in the early phase of proving itself beyond being a "stablecoin issuer" — it's positioning as an infrastructure play in digital payments and tokenized finance. Analysts'estimates of around $699 million in revenue and EPS of $0.175 suggest solid growth, but the key will be whether Circle can show meaningful progress in scaling USDC adoption and expanding beyond crypto-native use cases. At around $100, I'd say Circle looks fairly valued based on its fundamentals and market potential, though it's not cheap. The stock already prices in a premium for its leadersh

$Circle Internet Corp.(CRCL)$ $103.14 (+3.13%): First bounce at round-number $100; downtrend intact—watch $109/$118 for validationMarket RecapCircle Internet Group closed $103.14, up 3.13%, after trading $96.10–103.33 on ~9.9M shares (vs ~11.3M avg). Shares are still ~65% below the summer peak (~$299) but +49% YTD. Drivers today: (1) round-number support at $100 drew dip buyers; (2) crypto beta stabilized intraday, easing pressure on stablecoin-ecosystem equities; (3) pre-earnings positioning into Nov 12 encouraged short covering. Fundamentally, TTM EPS ~–1.74 implies no meaningful P/E (loss-making), so sentiment and crypto-market tone dominate near-term flows.Indicators & 1-week outlookTechnicals remain fragile: price sits well below the 2h E

1.Since April, the S&P 500 $S&P 500(.SPX)$ has only had 2 consecutive red weeks once, and that was in June. Good week coming? 🤔📈A financial chart displaying the S&P 500 index with weekly candlestick bars in green and red indicating price movements from May to October. The y-axis shows price levels from 4000 to 6000. The x-axis lists months and dates. Blue circles highlight specific points of interest in the price action. 2.Energy Stocks $Energy Select Sector SPDR Fund(XLE)$ have been getting annihilated by the S&P 500 over the last 3 years 🚨🚨A candlestick chart displays the S&P 500 Energy Sector SPDR ETF price movements in green and red bars over time from October 2021 to October 2024 o

$Circle Internet Corp.(CRCL)$   $CoreWeave, Inc.(CRWV)$   $S&P 500(.SPX)$   $CME Bitcoin - main 2511(BTCmain)$   After cut rates from fed on  sept and oct last month, us market index downtrend momentum until today and bitcoin have gap point on performance from 126k in level line position to 90k. From on,  oct 7 bitcoin 126k, S&p 500 on 6699 in line position and now from bitcoin around 90k, S&p 500 back to 6688. Thats means for gap performance last month, not enough for us market index to loss point on crash momentum.  Stock market 

Between $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ , I’m leaning more toward CoreWeave on this pullback. A 25% weekly drop feels oversold, especially since the earnings beat was solid and the selloff came mainly from a data center delay, not weakening demand. With a huge backlog and major clients like OpenAI and Meta, the long-term setup still looks strong to me. Circle’s decline is tied closely to Bitcoin dropping below $100,000, so its movement depends heavily on whether BTC can regain that level soon. With the stock now near its IPO price, it’s tempting, but it behaves more like a macro/crypto trade — strong if Bitcoin bounces, sluggish if the volatility continues. If I had to choose