$CoreWeave, Inc.(CRWV)$  CoreWeave just posted monster Q1 revenue ($982M vs est. $853M) and raised guidance to $5.1B—but the stock is sliding 🤯 Why? 📉 Analyst downgrades (Barclays says “too expensive”) 📊 Debt-heavy balance sheet + widening losses ⚠️ Altman Z-Score < 1 = bankruptcy risk warning BUT... 💡 CoreWeave powers AI clouds for OpenAI, Nvidia, MSFT 📈 AI demand isn't cooling down—neither is long-term conviction 🗺️ US-China easing + tech recovery could fuel rebound 🔮 Near-Term Prediction and Possible Scenarios: Bullish 🚀 AI reacceleration + tech rally $180–200 Neutral ➖ Sideways market, steady guidance $150–165 Bearish 🔻 Fed hawkish + more downgrades $120–135 🎯 Trading Plan 🔍 Entry: $140–150 on weakness 🎯 Target: $165–200 🛡️ Stop-loss:

The AI revolution is in full swing, and the hunt is on for the next stock to capture Nvidia’s meme-stock magic. Three contenders—CoreWeave (CRWV), Applied Digital (APLD), and NEBIUS (NBIS)—are making waves in the cloud computing and AI infrastructure space. CoreWeave’s stock is shattering ceilings after a blockbuster deal with Applied Digital, while NEBIUS rides a 57% surge fueled by its Nvidia partnership. But who’s got the spark to ignite retail traders and claim the meme throne? Let’s dive into the contenders, their plays, and who’s poised to rule. CoreWeave (CRWV): The GPU Juggernaut CoreWeave is flexing its muscles as a cloud computing titan, laser-focused on GPU-powered AI workloads. Its latest coup? A massive infrastructure pact with Applied Digital, featuring two 15-year leases for

Over the past 5 days, two breakout stars have taken center stage in the market:$Circle Internet Corp.(CRCL)$ soared 271.77% following its IPO and the stablecoin buzz.$NEBIUS(NBIS)$ jumped 45.97%, powered by AI hype and Nvidia-backed momentum.Both stocks are riding massive tailwinds — one on stablecoins and crypto infrastructure, the other on AI and cloud computing. But only one can claim the crown of Meme King.Meanwhile, some savvy investors in our community have already capitalized on the action:🎉 Huge congrats to @Meowvin for locking in $2280 in profits on $Circle Internet Corp.(CRCL)$.🎉 Huge congrats to

$NuScale Power(SMR)$  Joined the wagon on the Nuclear ride~ Top companies like Vanguard, Mirae Asset and BlackRock are holding more than 5% which makes me have the sentiment of still going bullish. With the slight dip from $36 plus to $34, I am pretty optimistic it'll continue to soar higher! Recent Q1 earnings took a positive turn hence the surged in value. It is lightly to retest $36.45, if price breaks it, likely heading for $42.40. Looking forward to their Q2 earnings this Aug! 😎

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Technical analysis shows CRAV’s share price already hit the ceiling this round. CRAV is clearly not the next Nvidia. The market still favor NVDA.

$CoreWeave, Inc.(CRWV)$ Bullish$NVIDIA(NVDA)$   PCT = CRWV Is Next NVDA v1.0 : PCT = Pandas Coffee Talk. Someone says: CRWV is next NVDA. See Seeking Alpha screenshot. +200% CRWV gains vs +16% CRWV gains. It seems that way.

I am not sure, with the world nowadays who knows

yes

CoreWeave, once a crypto mining startup, is now emerging as a serious contender in the AI infrastructure race. With a valuation crossing $19 billion and backing from Nvidia itself, CoreWeave is rapidly expanding its GPU cloud business. In fact, some analysts view it as a “mini-Nvidia” — unlocking value not from designing chips, but from powering the AI revolution using Nvidia’s hardware. CoreWeave’s strategy is unique. Unlike traditional cloud providers like AWS or Azure, it offers GPU-as-a-service that is specifically optimized for AI workloads, such as training large language models. With demand for GPUs surging, CoreWeave’s close ties with Nvidia give it early access to cutting-edge chips like the H100, a key advantage in the AI arms race. But how far can it go? The risk lies in concent

Cloud computing provider CoreWeave is making waves, shattering ceilings with its stock hitting new highs. The company recently inked a massive long-term infrastructure deal with Applied Digital, locking in two 15-year leases for up to 250 megawatts of critical IT load. Since its IPO, CoreWeave’s share price has exploded by 248%, fueled by this deal and Nvidia’s powerful backing. But with its valuation now eclipsing even Nvidia’s, investors are left wondering: is this the next big tech titan, or a bubble about to burst? Let’s break it down and figure out where CoreWeave might land—and what it means for your portfolio. The Applied Digital Deal: Powering Up for the Future CoreWeave’s agreement with Applied Digital is no small feat. Securing 250 megawatts of IT capacity over 15 years gives the

$CoreWeave Inc. has experienced a remarkable surge since its IPO in March 2025, with its stock price climbing from $40 to over $150, marking a 276% increase. This growth has been fueled by significant developments, including a $7 billion data center leasing agreement with Applied Digital and a 420% year-over-year revenue increase in Q1 2025, reaching $981 million . The company's strategic partnerships with industry leaders like Nvidia, Microsoft, and OpenAI, along with its aggressive expansion plans—such as the acquisition of Weights & Biases for $1.7 billion—position it as a formidable player in the AI cloud infrastructure sector . However, potential investors should consider several factors: Valuation Concerns: Analysts have expressed concerns about CoreWeave's current valuation. The

Company profile seem good to invest. But u will KIV first

i don't think it ever will be ...it is comparing a grape to a durian!

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

LOAD UP CDL  $CityDev(C09.SI)$  

Navida is the Puppet Master bear in mind only 30% of Corweave shares on the market once rest of shares available will bring prices back to reality 

 @koolgal @LMSunshine @rL @GoodLife99 @Universe宇宙 @Shyon @Aqa @HelenJanet @SPACE ROCKET interesting... perhaps a stock worth monitoring [Thinking]  [Thinking]  [Thinking]  In 2020, CoreWeave became one of Nvidia’s Preferred Cloud Partners, then upgraded to its first Elite Clo