I don’t think CoreWeave can be

I don’t think CoreWeave can become the next Nvidia. It is with strategic foresight that allowed it to get Nvidia chips at a steal, allowing it to power the AI cloud and the various AI and OpenAI projects. However, Nvidia is continually improving on its chips and the current GPUs that CoreWeave is sitting on can be a huge legacy pain. Nvidia doesn’t have to keep backing it. There are many waiting to get their hands on the chips. It is price point and geopolitics that will dictate who gets the chips. I would give CoreWeave another year to keep rising till another player does better. This is a fast paced industry. Anyone who can get the chips and with the right technology can upend CoreWeave. I believe the rally is based on market optimism and may soon die down. No one knows how much and how long market can go insane for, so I have no target price for it. I definitely favour Nvidia more, as its market demand will be greater and can easily determine the downfall of CoreWeave.

AI, Quantum, Then Nuclear: Are Meme Sector Swaps New Alpha?

Just a few days ago, the market darling was CRWV, Nvidia’s favored pick. Now, the spotlight has shifted to nuclear energy and quantum computing. Jensen stated that quantum computing is reaching a critical inflection point. Nuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska. With the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?

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Now, the spotlight has shifted to nuclear energy and quantum computing. \nJensen stated that quantum computing is reaching a critical inflection point. \nNuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska. \nWith the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?\n","image":"https://community-static.tradeup.com/news/3c2975065ab8974e0d800f00fb6bbc16"}],"images":[],"coverImages":[],"html":"<html><head></head><body>I don’t think CoreWeave can become the next Nvidia. It is with strategic foresight that allowed it to get Nvidia chips at a steal, allowing it to power the AI cloud and the various AI and OpenAI projects. However, Nvidia is continually improving on its chips and the current GPUs that CoreWeave is sitting on can be a huge legacy pain. Nvidia doesn’t have to keep backing it. There are many waiting to get their hands on the chips. It is price point and geopolitics that will dictate who gets the chips. I would give CoreWeave another year to keep rising till another player does better. This is a fast paced industry. Anyone who can get the chips and with the right technology can upend CoreWeave. I believe the rally is based on market optimism and may soon die down. No one knows how much and how long market can go insane for, so I have no target price for it. I definitely favour Nvidia more, as its market demand will be greater and can easily determine the downfall of CoreWeave.</body></html>","htmlText":"<html><head></head><body>I don’t think CoreWeave can become the next Nvidia. It is with strategic foresight that allowed it to get Nvidia chips at a steal, allowing it to power the AI cloud and the various AI and OpenAI projects. However, Nvidia is continually improving on its chips and the current GPUs that CoreWeave is sitting on can be a huge legacy pain. Nvidia doesn’t have to keep backing it. There are many waiting to get their hands on the chips. It is price point and geopolitics that will dictate who gets the chips. I would give CoreWeave another year to keep rising till another player does better. This is a fast paced industry. Anyone who can get the chips and with the right technology can upend CoreWeave. I believe the rally is based on market optimism and may soon die down. No one knows how much and how long market can go insane for, so I have no target price for it. I definitely favour Nvidia more, as its market demand will be greater and can easily determine the downfall of CoreWeave.</body></html>","text":"I don’t think CoreWeave can become the next Nvidia. It is with strategic foresight that allowed it to get Nvidia chips at a steal, allowing it to power the AI cloud and the various AI and OpenAI projects. However, Nvidia is continually improving on its chips and the current GPUs that CoreWeave is sitting on can be a huge legacy pain. Nvidia doesn’t have to keep backing it. There are many waiting to get their hands on the chips. It is price point and geopolitics that will dictate who gets the chips. I would give CoreWeave another year to keep rising till another player does better. This is a fast paced industry. Anyone who can get the chips and with the right technology can upend CoreWeave. I believe the rally is based on market optimism and may soon die down. No one knows how much and how long market can go insane for, so I have no target price for it. I definitely favour Nvidia more, as its market demand will be greater and can easily determine the downfall of CoreWeave.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/442642612388256","repostId":0,"isVote":1,"tweetType":1,"viewCount":495,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":806,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/442642612388256"}