To The Moon

All the best.  Always buy the deep.

$CoreWeave, Inc.(CRWV)$ hope so.

CoreWeave’s drop really caught my eye. The company actually beat on earnings, but the lowered full-year guidance clearly scared the market. The stock basically fell off a cliff straight into the high-80s. Here’s how I see it: The revised guidance isn’t ideal, but it doesn’t change the bigger picture — CoreWeave is still one of the fastest-growing names in the AI infrastructure space. Demand for compute isn’t slowing, and CoreWeave still sits in a sweet spot with cloud GPU capacity, especially with how crazy AI workloads are getting. What worries me a bit is the volatility. When expectations are sky-high, even a slight guidance cut can send the stock into a freefall like this. So the question is: is this a real warning sign, or just the market overreacting (again)? Personally, dips like thi

“Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi

“Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi

If Burry is right on book cooking GPU lifespan, we can expect $70 very soon after Nov25

This stock cannot buy the dip unless there is a technical setup. It's a none profitable company so I would be weary.  As possible setup is when it breaches the previous low at ~84 to take out the stop losses and bounces back up. If it drops below the previous lowest low, there's no indication how low it will go. So be careful.

Dive into the chaos shaking CoreWeave ( $CoreWeave, Inc.(CRWV)$ ) as shares nosedived to a nail-biting $91 low after a mixed earnings bombshell! 😱 They smashed Q3 revenue expectations with a whopping $1.36 billion haul, fueled by exploding AI demand and killer partnerships. But hold your horses – the full-year outlook got slashed to $5.05-$5.15 billion due to pesky data center delays, sparking a market meltdown and 16% drop in one wild session. Is this a screaming buy-the-dip moment in the red-hot AI infrastructure game, or a red flag signaling rough roads ahead? Let's break it down with fresh insights up to November 12, 2025. 📈🔥 First off, the wins are massive: Revenue backlog skyrocketed from $30 billion to a jaw-dropping $56 billion in just one

CoreWeave's potential to bounce back depends on several factors, including its financial health, market positioning, and broader industry trends. Here’s a structured analysis: 1. Financial Performance Revenue Growth: If CoreWeave reports strong revenue growth, particularly from its cloud and AI infrastructure services, it could signal a rebound. Profitability: Improving margins or narrowing losses would be a positive indicator. Funding & Liquidity: Securing additional funding or demonstrating strong cash flow management could restore investor confidence. 2. Market Positioning AI & Cloud Demand: CoreWeave specializes in GPU cloud services, which are critical for AI workloads. Continued demand in AI could drive its recovery. Competitive Edge: Differentiating itself from giants like A

$CoreWeave, Inc.(CRWV)$ $NVIDIA(NVDA)$ $IREN Ltd(IREN)$  November’s Embedded Edge November seasonality remains one of the strongest structural trends in markets. Ten-year averages show the following ETF leaders: • SMH +8.01%, positive in 90% of Novembers • ITB +6.94%, positive in 100% • XBI +6.73%, positive in 80% • XLK +4.59%, positive in 90% • SPY +4.33%, positive in 90% This pattern consistently coincides with cyclical rotations and liquidity chases into growth. Semiconductors, housing, and biotech funds dominate the statistical edge, signalling that capital systematically tilts toward compute and innovation sectors into year-end. Flow Backdrop Locks In T

I’ve never bought CoreWeave (CRWV). And with it currently hovering around $91—a key support level—I still won’t. Watching the stock bounce around like a pinball can be entertaining, but I prefer my investments a little less… vertiginous. CoreWeave, Inc. (CRWV) Sure, the company beat earnings expectations this quarter. But they also revised down full-year guidance and lowered their 2025 revenue forecast. Despite securing several major cloud deals in the third quarter, CoreWeave has raised concerns among investors due to data-center delay. It’s like being told, “Great job on this test, but your final grade might still tank.” That’s not exactly the kind of confidence booster I want before opening my wallet. That’s the kind of mixed signal that makes me pause. Beating numbers is nice, but if t

$NBIS can certainly break the trend but we are not sure yet , Q4 will reveal all.

CoreWeave Reports Better-Than-Expected Third Quarter Loss, Revenue Beats Estimates $CoreWeave, Inc.(CRWV)$   reported better-than-expected loss for the third quarter, while revenue exceeded analysts' average estimate. Shares swung between gains and losses in extended trading Monday. Revenue totaled $1.36 billion, higher than the $1.26 billion Wall Street consensus. Loss reached 22 cents a share, better than the 57 cents expected by analysts, according to estimates compiled by Bloomberg.  CEO Michael Intrator said the company's revenue backlog, including the remaining performance obligations, almost doubled to $55.6 billion as of the send of September. "CoreWeave's position as the essential cloud for AI has never been stronger as we

CoreWeave Q3 Review: Strong Demand, Mixed Results CoreWeave's Q3 results topped expectations but full-year guidance was revised down. Combined with disclosures about delays at third-party data centers, the stock fell more than 6% after hours. Core Financial Indicators ~Q3 revenue: $1.36B, up 134% year over year, above company guidance and Street expectations. ~Q4 revenue guide: $1.54B, implying growth decelerating to 106% year over year. Partly due to slower-than-expected progress at third-party data centers. ~Revenue backlog beat expectations. It reached $55.6B at Q3 end, with more than $25B added in the quarter. Nearly doubled versus Q2, about 4x year to date. Customer concentration fell quickly. The largest customer(OpenAI)'s share of backlog dropped from roughly 85% at the start of the

No Sam from Open A1 is giving used chips away 

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ After a rough November ride, AI powerhouse stocks are teetering on the edge of a turnaround. Nvidia's shares dipped from a high of $206.88 early in the month to $188.15 by last close, shedding nearly 9% in value amid broader market jitters. But eyes are locked on two key players—Nebius Group ( $NEBIUS(NBIS)$ ) and CoreWeave ( $CoreWeave, Inc.(CRWV)$ )—whose earnings could light the fuse for a mini rally. Both have Nvidia ties through GPU cloud services and AI infrastructure, and their reports might signal fresh demand for chips

Business as usual.⭐🐯

$NEBIUS(NBIS)$ earnings are scheduled to be released on Tuesday, November 11, 2025, before market open. Nebius Group (NBIS) Q3 2025 Earnings Analysis Nebius Group's primary driver is its AI-native cloud platform and its role in the booming AI infrastructure market. The company has recently garnered significant investor attention due to its high growth rates and major contract wins. Analyst Expectations (Consensus) Based on analyst forecasts, the consensus for the fiscal Q3 2025 (ending September 2025) is: The company is currently focused on aggressive expansion and capital expenditure, which is why an EPS loss is expected, despite rapid revenue growth. Nebius Group (NBIS) Fiscal Q2 2025 Earnings Summary The Nebius Group (NBIS) fiscal Q2 2025 (ende

🧠 Beyond “Dream Stocks”: Inside the Rise of Neoclouds, CoreWeave, and Nebius The recent market correction has stripped the shine off many once-glamorous names. Share prices have tumbled, especially for so-called “dream stocks” — companies rich in narrative but light on near-term fundamentals, their success hinging entirely on future execution. In this climate, investors naturally wonder: are some of these names being unfairly punished? In my view, Neoclouds — the new generation of AI-focused cloud providers — are not just dream stocks. Their ascent is grounded in something very real: the explosive, sustained demand for AI computing power. These firms hold genuine technical moats and scarce physical assets — namely, top-tier NVIDIA GPUs. More importantly, leading players such as CoreWeave a

🧠 Beyond “Dream Stocks”: Inside the Rise of Neoclouds, CoreWeave, and Nebius The recent market correction has stripped the shine off many once-glamorous names. Share prices have tumbled, especially for so-called “dream stocks” — companies rich in narrative but light on near-term fundamentals, their success hinging entirely on future execution. In this climate, investors naturally wonder: are some of these names being unfairly punished? In my view, Neoclouds — the new generation of AI-focused cloud providers — are not just dream stocks. Their ascent is grounded in something very real: the explosive, sustained demand for AI computing power. These firms hold genuine technical moats and scarce physical assets — namely, top-tier NVIDIA GPUs. More importantly, leading players such as CoreWeave a

$CoreWeave, Inc.(CRWV)$ $NVIDIA(NVDA)$ $IREN Ltd(IREN)$  November’s Embedded Edge November seasonality remains one of the strongest structural trends in markets. Ten-year averages show the following ETF leaders: • SMH +8.01%, positive in 90% of Novembers • ITB +6.94%, positive in 100% • XBI +6.73%, positive in 80% • XLK +4.59%, positive in 90% • SPY +4.33%, positive in 90% This pattern consistently coincides with cyclical rotations and liquidity chases into growth. Semiconductors, housing, and biotech funds dominate the statistical edge, signalling that capital systematically tilts toward compute and innovation sectors into year-end. Flow Backdrop Locks In T

$NEBIUS(NBIS)$ earnings are scheduled to be released on Tuesday, November 11, 2025, before market open. Nebius Group (NBIS) Q3 2025 Earnings Analysis Nebius Group's primary driver is its AI-native cloud platform and its role in the booming AI infrastructure market. The company has recently garnered significant investor attention due to its high growth rates and major contract wins. Analyst Expectations (Consensus) Based on analyst forecasts, the consensus for the fiscal Q3 2025 (ending September 2025) is: The company is currently focused on aggressive expansion and capital expenditure, which is why an EPS loss is expected, despite rapid revenue growth. Nebius Group (NBIS) Fiscal Q2 2025 Earnings Summary The Nebius Group (NBIS) fiscal Q2 2025 (ende

Dive into the chaos shaking CoreWeave ( $CoreWeave, Inc.(CRWV)$ ) as shares nosedived to a nail-biting $91 low after a mixed earnings bombshell! 😱 They smashed Q3 revenue expectations with a whopping $1.36 billion haul, fueled by exploding AI demand and killer partnerships. But hold your horses – the full-year outlook got slashed to $5.05-$5.15 billion due to pesky data center delays, sparking a market meltdown and 16% drop in one wild session. Is this a screaming buy-the-dip moment in the red-hot AI infrastructure game, or a red flag signaling rough roads ahead? Let's break it down with fresh insights up to November 12, 2025. 📈🔥 First off, the wins are massive: Revenue backlog skyrocketed from $30 billion to a jaw-dropping $56 billion in just one

CoreWeave Q3 Review: Strong Demand, Mixed Results CoreWeave's Q3 results topped expectations but full-year guidance was revised down. Combined with disclosures about delays at third-party data centers, the stock fell more than 6% after hours. Core Financial Indicators ~Q3 revenue: $1.36B, up 134% year over year, above company guidance and Street expectations. ~Q4 revenue guide: $1.54B, implying growth decelerating to 106% year over year. Partly due to slower-than-expected progress at third-party data centers. ~Revenue backlog beat expectations. It reached $55.6B at Q3 end, with more than $25B added in the quarter. Nearly doubled versus Q2, about 4x year to date. Customer concentration fell quickly. The largest customer(OpenAI)'s share of backlog dropped from roughly 85% at the start of the

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ After a rough November ride, AI powerhouse stocks are teetering on the edge of a turnaround. Nvidia's shares dipped from a high of $206.88 early in the month to $188.15 by last close, shedding nearly 9% in value amid broader market jitters. But eyes are locked on two key players—Nebius Group ( $NEBIUS(NBIS)$ ) and CoreWeave ( $CoreWeave, Inc.(CRWV)$ )—whose earnings could light the fuse for a mini rally. Both have Nvidia ties through GPU cloud services and AI infrastructure, and their reports might signal fresh demand for chips

🧠 Beyond “Dream Stocks”: Inside the Rise of Neoclouds, CoreWeave, and Nebius The recent market correction has stripped the shine off many once-glamorous names. Share prices have tumbled, especially for so-called “dream stocks” — companies rich in narrative but light on near-term fundamentals, their success hinging entirely on future execution. In this climate, investors naturally wonder: are some of these names being unfairly punished? In my view, Neoclouds — the new generation of AI-focused cloud providers — are not just dream stocks. Their ascent is grounded in something very real: the explosive, sustained demand for AI computing power. These firms hold genuine technical moats and scarce physical assets — namely, top-tier NVIDIA GPUs. More importantly, leading players such as CoreWeave a

CoreWeave Reports Better-Than-Expected Third Quarter Loss, Revenue Beats Estimates $CoreWeave, Inc.(CRWV)$   reported better-than-expected loss for the third quarter, while revenue exceeded analysts' average estimate. Shares swung between gains and losses in extended trading Monday. Revenue totaled $1.36 billion, higher than the $1.26 billion Wall Street consensus. Loss reached 22 cents a share, better than the 57 cents expected by analysts, according to estimates compiled by Bloomberg.  CEO Michael Intrator said the company's revenue backlog, including the remaining performance obligations, almost doubled to $55.6 billion as of the send of September. "CoreWeave's position as the essential cloud for AI has never been stronger as we

I’ve never bought CoreWeave (CRWV). And with it currently hovering around $91—a key support level—I still won’t. Watching the stock bounce around like a pinball can be entertaining, but I prefer my investments a little less… vertiginous. CoreWeave, Inc. (CRWV) Sure, the company beat earnings expectations this quarter. But they also revised down full-year guidance and lowered their 2025 revenue forecast. Despite securing several major cloud deals in the third quarter, CoreWeave has raised concerns among investors due to data-center delay. It’s like being told, “Great job on this test, but your final grade might still tank.” That’s not exactly the kind of confidence booster I want before opening my wallet. That’s the kind of mixed signal that makes me pause. Beating numbers is nice, but if t

Buckle up, investors – the NeoCloud arena is getting hammered, with CRWV tanking hard and NBIS not far behind amid swirling fears over META's massive self-built data empire slashing third-party needs, Oracle's borrowing woes jacking up everyone's costs, and that looming Nebius share unlock ready to unleash a flood of sellers. But is this carnage your cue to dive in for epic rebounds, or a siren call to more pain? Let's dissect the mess, crunch the numbers, and spotlight where the real plays hide. First off, the downside drama for CRWV and NBIS looks real and relentless. CoreWeave's wild ride has it shedding value like confetti, with overflow deals potentially drying up as giants like META pour billions into their own setups – that $30B Louisiana beast alone could siphon away capacity hunge

CoreWeave's potential to bounce back depends on several factors, including its financial health, market positioning, and broader industry trends. Here’s a structured analysis: 1. Financial Performance Revenue Growth: If CoreWeave reports strong revenue growth, particularly from its cloud and AI infrastructure services, it could signal a rebound. Profitability: Improving margins or narrowing losses would be a positive indicator. Funding & Liquidity: Securing additional funding or demonstrating strong cash flow management could restore investor confidence. 2. Market Positioning AI & Cloud Demand: CoreWeave specializes in GPU cloud services, which are critical for AI workloads. Continued demand in AI could drive its recovery. Competitive Edge: Differentiating itself from giants like A

🧠 Beyond “Dream Stocks”: Inside the Rise of Neoclouds, CoreWeave, and Nebius The recent market correction has stripped the shine off many once-glamorous names. Share prices have tumbled, especially for so-called “dream stocks” — companies rich in narrative but light on near-term fundamentals, their success hinging entirely on future execution. In this climate, investors naturally wonder: are some of these names being unfairly punished? In my view, Neoclouds — the new generation of AI-focused cloud providers — are not just dream stocks. Their ascent is grounded in something very real: the explosive, sustained demand for AI computing power. These firms hold genuine technical moats and scarce physical assets — namely, top-tier NVIDIA GPUs. More importantly, leading players such as CoreWeave a

CoreWeave’s drop really caught my eye. The company actually beat on earnings, but the lowered full-year guidance clearly scared the market. The stock basically fell off a cliff straight into the high-80s. Here’s how I see it: The revised guidance isn’t ideal, but it doesn’t change the bigger picture — CoreWeave is still one of the fastest-growing names in the AI infrastructure space. Demand for compute isn’t slowing, and CoreWeave still sits in a sweet spot with cloud GPU capacity, especially with how crazy AI workloads are getting. What worries me a bit is the volatility. When expectations are sky-high, even a slight guidance cut can send the stock into a freefall like this. So the question is: is this a real warning sign, or just the market overreacting (again)? Personally, dips like thi

Neoclouds Stumble: Inside the Slide in Oracle, CoreWeave, and Nebius Over the past few days, several Neoclouds names have clearly underperformed the broader market. Each company has its own specific drivers, but there's also a noticeable spillover effect from sentiment within the same segment. Oracle Oracle initially rallied after last Thursday's analyst day, then reversed hard—down about 7% on Friday and another 4.8% yesterday. Oracle raised its FY2030 OCI revenue target to $166B (+~15% vs. Sep-9's $144B), said AI server “leasing” runs 30–40% gross margin over the contract life (countering The Information's ~14% in-period), and set FY2030 company targets of $225B revenue (5-yr CAGR ~31%) and $21 EPS (CAGR ~28%). The problem for the stock, however, is ~Nearer-term profit elasticity and the

“Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi

“Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi

$CoreWeave, Inc.(CRWV)$ hope so.

All the best.  Always buy the deep.

This stock cannot buy the dip unless there is a technical setup. It's a none profitable company so I would be weary.  As possible setup is when it breaches the previous low at ~84 to take out the stop losses and bounces back up. If it drops below the previous lowest low, there's no indication how low it will go. So be careful.

If Burry is right on book cooking GPU lifespan, we can expect $70 very soon after Nov25

$NBIS can certainly break the trend but we are not sure yet , Q4 will reveal all.