NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?

CoreWeave surged 15% after striking a $14.2B compute deal with Meta, while Applied Digital, Nebius gained 6%, and Super Micro jumped over 3%. 1. Can Nvidia’s rally extend even further? 2. With Nvidia hitting new highs, can Coreweave or Nebius outperform? 3. What's the best choice to catch Nvidia's wave?

avatarXaddy_Analyst
2025-10-01

NVIDIA’s Orbit: CoreWeave’s 15% Blast—Outperformers Ahead?

$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ NVIDIA’s stock has rocketed to a new high of $184.59, up 2.05% to $181.85, as its AI empire expands, but the real fireworks are in the ecosystem: CoreWeave soared 15.9% to $138.88 after a $14.2 billion Meta compute deal through 2031, while Nebius hit $117.40 (up 2.34% to $110.22), Applied Digital gained 1.52% to $22.55, and Super Micro climbed 1.2% to $47.38. With NVIDIA’s rally showing no signs of slowing, can it push further? Will CoreWeave or Nebius steal the show and outperform? What’s the top pick to surf NVIDIA’s wave? Dive into the momentu
NVIDIA’s Orbit: CoreWeave’s 15% Blast—Outperformers Ahead?
avatarMickey082024
2025-10-06

NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform the AI Titan?

$NEBIUS(NBIS)$ Nvidia (NASDAQ: NVDA) has once again taken center stage in the artificial intelligence rally, pushing to fresh all-time highs as investor enthusiasm reignites around AI infrastructure. The stock has now climbed for the fourth straight session, briefly touching $185.9 intraday, driven by renewed optimism following CEO Jensen Huang’s latest remarks. During a recent public appearance, Huang emphasized the exponential growth trajectory of AI demand and unveiled his “three laws of AI scaling” — pre-training, post-training, and inference — suggesting that inference, the stage where AI models are deployed at scale, will be the true driver of massive long-term demand for compute power. The comments sent ripples across the AI hardware and cl
NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform the AI Titan?
avatarShyon
2025-10-02
As someone who's generally long-term bullish on CoreWeave $CoreWeave, Inc.(CRWV)$   and Nebius $NEBIUS(NBIS)$  , I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta $Meta Platforms, Inc.(META)$  —quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio
avatarSpiders
2025-10-06

NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?

I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H
NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?
avatarBarcode
2025-10-02
$NVIDIA(NVDA)$ Nothing to see here, just a $40M Call spike on $NVDA  👉❓Do you think NVDA’s flows today signal a sustainable breakout into the $190s, or is this just a gamma squeeze that could fade as fast as it appeared? 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
avatarbs6969
2025-10-02
$NVIDIA(NVDA)$ Strengths 1. AI / GPU Leadership NVIDIA dominates in AI accelerators (GPUs) and has a full hardware + software ecosystem (including CUDA) that many in the industry depend on.  2. Strong Revenue Growth & Financials Recent years have seen huge jumps in revenue, especially from the data center business. Profit margins have been good, cash flow strong, allowing NVIDIA to invest in R&D and scale.  3. Robust Software Ecosystem & Developer Lock-In The CUDA platform and other software tools give NVIDIA a moat — once customers build around NVIDIA’s tools and infrastructure, it’s harder (costly) to switch.  4. Innovation & New Architecture Roll-outs NVIDIA keeps pushing with new architectures (e.g., Blackwell series) a
Fascinating moment in the tech sector CoreWeaves massive $14.2B deal with Meta is a bold signal that AI infrastructure is becoming a battleground for growth.  The surge in CoreWeave, Applied Digital, and Nebius suggests investors are betting on the broader ecosystem around Nvidia, not just the chipmaker itself.  If Nvidia rally continues, these players could ride the wave or even carve out their own.  Definitely worth watching. AS ALWAYS INVEST SAFE 🎉
avatarExchange
2025-10-03
Must say this exquisite mooncake event by tiger brokers is an absolute chef kiss, screenshot Nvidia it must be a sign to go long !!BBUU @Tigerbroker @TigerPM  Huat aaa!
avatarDerek the Tiger
2025-10-17
Nvidia maintains the love status with public. Announcing d$SPDR S&P 500 ETF Trust(SPY)$  eal after deal to fuel buy buy and buy  Buy on dip and buy continuation  However remember risk control Could be a put to hedge the down side risk
avatarLazyCat Invests
2025-10-02

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avatarPatmos
2025-10-02
Navidia is going to outperform price target of $300 CoreWeave will fold
avatarAh_Whye83
2025-10-01
Awesome read!! Very enriching
avatarRonald86
2025-10-02
Hi.