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07-08

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  πŸ“‰πŸŒ€πŸ“‰πŸš¨ Stifel Downgrades $CRWV to Hold from Buy, Raises PT to $115 from $75

Analyst comments: "CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $20.40 per diluted share, funded via all stock through a 0.1235 fixed exchange ratio. The transaction size is to be determined at close, but is estimated at approximately $9 billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly 1.3 GW of gross power post-close and with a potential 1 GW+ of potential incremental power available for expansion, longer term.

While we are positive on the longer-term benefits from the acquisition, we think there are key near-term overhangs for CRWV to pass. Consequently, we move to the sidelines on the name for now, as we downgrade CRWV to Hold. We raise our target price to $115 from $75."

It's holding above the 20-day moving average and going sideways!

Just had a tight inside candle today.

I'm not sure how I feel about this setup, this definitely isn't a fat pitch IMO

Looking for a break out out of this range.

$NBIS is expected to grow way faster than $CRWV over the next 2 yearsβœ…

β€’ $CRWV had an incredible growth trajectory in 2023 and 2024. However over the next two years $NBIS' growth is expected to surpass $CRWV.

β€’ We should pay businesses only for their financials prospects and not their glorious past. Therefore, $NBIS looks more attractive in terms of growth.

πŸ“’ Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets πŸš€πŸ“ˆ I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! πŸ€

Trade like a boss! Happy trading ahead, Cheers, BC πŸ“ˆπŸš€πŸ€πŸ€πŸ€

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CoreWeave Below $100?! Oversold on Lock-up Expiration?
CoreWeave will face its first major post-IPO share unlock on Friday, with approximately 84% of its Class A shares becoming tradable. These shares are primarily held by company insiders and key supplier Nvidia. The large influx of shares into the market could trigger further selling pressure. The stock fell below $100 yesterday and rebounded a little in the overnight trading. Questions: Is it oversold on lock-up expiration news? Is it a buy under $100?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • JackQuant
    07-09
    JackQuant
    Thanks for sharing! Wait for a nice chance to buy in.
    • Barcode:Β 
      A good opportunity to buy the dip
    • Barcode:Β 
      Thanks for reading JackQuant πŸ€
  • wimpy
    07-09
    wimpy
    Love the insights! Exciting times ahead! [Wow]
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