Shyon
07-17

I've been keeping an eye on the recent buzz around CoreWeave $CoreWeave, Inc.(CRWV)$  and Navitas $Navitas Semiconductor Corp(NVTS)$  , especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS $NEBIUS(NBIS)$   as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominate the AI and semiconductor space. The stock's focus on innovative technology and its potential to benefit from the growing demand for AI-driven solutions caught my attention, giving me exposure to Nvidia's success without directly investing in the parent company.

The news about CoreWeave committing six billion dollars to a Pennsylvania data center, amid a Trump AI push, is quite significant. It shows the kind of investment and ambition these companies are bringing to the table. I find it intriguing how they're positioning themselves in the market, and it makes me wonder about their potential to grow. For now, though, I'm just observing and noting how this might play out. Another reason I picked NBIS is its promising growth trajectory, which I believe offers a solid long-term opportunity. I've always leaned toward investments with strong fundamentals and future potential, and NBIS fits that profile with its advancements in related technologies, reflecting my cautious yet optimistic approach.

As for being on the board of CoreWeave or Navitas, I can assure you that's not the case. I'm not involved in any official capacity with these companies. My interest is purely as an investor looking for opportunities. The idea of them catching up to bigger players like Nvidia is something I'm curious about, but I don't have enough insight yet to say if they're truly gaining ground. I also appreciate NBIS for its relative undervaluation compared to some other Nvidia-themed stocks, which makes it an attractive entry point. Having watched market trends and considered waiting for dips, as I've done with other stocks, I felt NBIS offered a balanced risk-reward ratio that suits my preference for strategic, patient investing.

My investment portfolio does include a Nvidia-themed stock, though. I've put my money into NBIS, which I see as a solid play in that space. It's been a part of my strategy, and I'm keeping track of how it performs alongside the broader Nvidia ecosystem. This gives me a foothold in the sector while I evaluate other options like CoreWeave and Navitas. Additionally, NBIS's role in supporting data-intensive applications resonates with the trends I've observed, such as the massive investments in data centers like CoreWeave's recent move. This connection reinforces my confidence in its growth potential, especially as AI and computing demands surge.

The question of whether CoreWeave or Navitas are catching up is tough to answer definitively without more data. I suspect they're making moves to strengthen their positions, especially with investments like the data center. However, Nvidia remains a powerhouse, and it's hard to tell if they can close the gap anytime soon. I'll need to dig deeper into their financials and market trends before forming a firm opinion. Finally, I chose NBIS because it allows me to stay flexible while I monitor other opportunities, like CoreWeave and Navitas. It's a piece of the puzzle that complements my watchlist and keeps my portfolio dynamic yet grounded.

For now, I'm content to watch and learn. Having CoreWeave and Navitas on my watchlist keeps me informed, and I might consider investing if the right opportunity arises. My focus remains on NBIS, but I'm open to expanding my exposure to this sector if the numbers start to align. My decision reflects a thoughtful balance between current holdings and future possibilities, ensuring I'm prepared for how things might develop in this exciting space.

In the meantime, I'll keep monitoring the situation. The Nvidia $NVIDIA Corp(NVDA)$   trade is a hot topic, and with companies like CoreWeave and Navitas making headlines, it's an engaging space to be watching. 

@TigerStars  @Tiger_comments  @CaptainTiger  @Daily_Discussion  

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?
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