Yes a good company and ai is the future 

This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea

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 dominat

$CoreWeave, Inc.(CRWV)$ CoreWeave and Navitas $NAVITAS PETE LTD.(NVPTF)$ Semiconductor are riding the AI wave, with CoreWeave surging 8% and Navitas jumping 6% after major announcements tied to the “Nvidia Trade.” CoreWeave’s $6 billion commitment to a new AI data center in Pennsylvania, announced on July 15, 2025, aligns with President Trump’s push to bolster U.S. AI infrastructure, while Navitas’s collaboration with Nvidia on power-efficient gallium nitride (GaN) semiconductors for AI data centers fuels its rally. With Nvidia’s $4 trillion market cap setting the pace, investors are asking: Are CoreWeave and Navitas catching up to the AI giant, or are they high-risk bets? This report dives into their su

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  📉🌀📉🚨 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

🚀 CRWV + Dell AI Cloud Goes Live! ATH Coming? Big tech just got a new contender. CRWV’s official launch of its GB300-powered AI cloud service, in collaboration with Dell, could be the first real challenger to hyperscaler dominance — and the market is finally paying attention. 📈 🧠 CRWV x Dell: The Launch That Turned Heads CRWV surged 8% on launch day, while Dell also saw a modest pop as news spread that they’re powering the first-ever commercial cloud access to NVIDIA’s NVL72 (GB300). This isn’t just another AI chip story. CRWV is the first to offer public GB300 cloud access, and that unlocks serious upside in enterprise AI infrastructure. 🤖 What Is GB300 & Why It Matters NVIDIA’s GB300 architecture — with NVL72 racks — is the next-gen leap in AI training and inference performance. It’s

🚀 CRWV Surges 8% on GB300 Launch — Is This Nvidia's Best Kept Secret? While $NVIDIA(NVDA)$   grabs the spotlight with every chip drop, it's the enablers quietly gaining ground. Case in point: CRWV jumped 8% Thursday after launching a new AI cloud platform powered by Nvidia’s GB300 — in partnership with Dell. So… is this a breakout worth chasing? Or just another flash in the AI hype pan? $CoreWeave, Inc.(CRWV)$   Explained in Plain English 🧠 CRWV isn’t trying to out-chip Nvidia or out-hardware Dell. Instead, it’s positioning itself as a “compute arms dealer” — offering cloud access to cutting-edge AI systems for businesses that want the power but not the o

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Cloud computing trailblazer CRWV $CoreWeave, Inc.(CRWV)$ , often called the “compute arms dealer,” has just dropped a bombshell: in partnership with Dell, it’s launched the world’s first cloud services powered by NVIDIA’s GB300 NVL72 AI systems, now open to customers. The market didn’t waste a second reacting—CRWV shares skyrocketed 8.85% by Thursday’s close, dwarfing Dell’s quieter 1.41% uptick. With NVIDIA’s stock also climbing, the big question is: can CRWV ride this wave to smash through all-time highs? Let’s dive into what’s fueling this surge and what lies ahead. Why CRWV Is Stealing the Spotlight This isn’t just another t

To the moon Sure Wins

$CoreWeave, Inc.(CRWV)$ 🚨💅📈 $CRWV IS DOING THE MOST 📈💅🚨 Okay besties, we need to talk about this CoreWeave chart because it’s giving EXPLOSIVE. Panel 1? Blue candles blasting through resistance like it’s leg day. Those horizontal bars? Major support zones that just got smoked. And when that happens? Momentum doesn’t walk, it RUNS. Now here’s the tea 🍵… we just cleared the top of the volatility hole at $140, and historically that means a 10% to 20% surge. I literally went through this with my Patreon crew, and it’s like clockwork ⏰. It’s also aligning with whale accumulation spiking to 89.11%, which is giving “institutions know something we don’t” energy. And yes, the RSI is at 83.76, which technically screams overbought, but let’s be real… overbou

Nvidia Supplier Navitas Sees Shares Outperform Semiconductor Index After Bruising Sell-Off $NVIDIA Corp(NVDA)$   supplier $Navitas Semiconductor Corp(NVTS)$   saw its shares rebound Monday morning after an almost 22% slump over the past three days. Navitas, the fifth most active stock over the past week, advanced 2.7%, outpacing a 0.8% gain for the $PHLX Semiconductor Index (.SOX.US)$, while the broader $S&P 500 Index (.SPX.US)$ slipped. Navitas ranked behind $Tesla (TSLA.US)$, $NVIDIA (NVDA.US)$, $Palantir (PLTR.US)$ and $UnitedHealth (UNH.US)$ among the stocks with the biggest trading volume on the app. Shares of the company that develops gallium ni

Navitas Semiconductor and CoreWeave’s massive 150% surge in May has definitely caught the market’s attention, showing strong momentum and investor enthusiasm. Such rapid gains often reflect high growth expectations, especially in sectors tied to cutting-edge tech like semiconductors and cloud computing. However, the recent pullback triggered by Jensen Huang’s Nvidia share sale news suggests some caution might be warranted. Big moves like that can shake investor confidence and cause short-term volatility, especially after a sharp rally. It’s common for stocks to retrace some gains after such explosive runs as traders take profits or reassess valuations. For now, whether to go long or short depends on your risk appetite and belief in the fundamentals. If you trust the companies’ growth stori

Dangerous to buy into $CoreWeave, Inc.(CRWV)$ now. Do you guys know that this company is actually a crypto mining company? So why did it change trajectory? Were they not profitable? Did they have issues with management? If so, how are they gonna take this new company forward? Do you know that CRWV also had trouble garnering interest during the IPO stage if not for NVDA's backing? With these in mind, is CRWV as solid as everyone thinks? Or a recipe for disaster? A storm in the making? Lemme know in the comments below what you guys think! @LULU ROCKET  @JiaDeName  @nomad

TIME FOR A PULLBACK. WAY OVERPRICED. Will only consider after a few ER are released. Never know what teething issues this company has. 

As an investor deeply interested in the AI infrastructure sector, I've been closely monitoring $CoreWeave, Inc.(CRWV)$ since its IPO in March 2025. The company's rapid ascent in the market is impressive, but it's essential to analyze whether its current valuation is justified and if recent developments, like the $APPLIED DIGITAL CORP(APLD)$ partnership, enhance its investment appeal. CoreWeave's revenue skyrocketed from $228.9 million in 2023 to $1.9 billion in 2024, a 737% increase. Projections estimate revenue to reach $8 billion in 2025. This growth is fueled by partnerships with industry leaders like $Microsoft(MSFT)$, OpenAI, and

Come and comment for coins @JiaDeName  @BABY SPACEROCK  @JANE  @Tom