For me, the most interesting call is definitely
$CoreWeave, Inc.(CRWV)$ . Rothschild & Co Redburn at $54 versus JPMorgan at $125 shows how divided Wall Street is on AI infrastructure. I am bullish long term, but I also see the risks from high capital requirements, valuation and execution. I would rather build gradually than chase a rally.
$Microsoft(MSFT)$ is another upgrade I find interesting. Azure, enterprise AI adoption and its broader ecosystem give Microsoft multiple ways to monetize AI. Still, I would watch valuation closely because even strong companies can pull back when expectations get too high.
For my own strategy, I do not treat every upgrade as a buy signal or downgrade as a sell signal. I focus on what changed in the analyst's assumptions and whether the long-term fundamentals remain intact. Patience, discipline and gradual accumulation remain my approach.
@TigerStars @TigerClub @Tiger_comments @WallStreet_Tiger
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