To The Moon

The recent $6.3 billion order from NVIDIA has completely reinforced my conviction in CoreWeave. Seeing NVIDIA commit to purchasing CoreWeave's unsold compute capacity all the way through 2032 is not just a short-term catalyst—it's a validation of CoreWeave's long-term relevance in the AI infrastructure space. This deal essentially gives CoreWeave a predictable demand pipeline for years to come, and that's rare in such a fast-changing industry.

For me, this is more than just a headline number. It signals trust. If a giant like NVIDIA $NVIDIA Corp(NVDA)$   is willing to lock in capacity from CoreWeave $CoreWeave, Inc.(CRWV)$   for nearly a decade, it means they see CoreWeave as a critical partner in scaling AI compute. That kind of endorsement is something you just don't ignore, and it gives CoreWeave an edge over smaller players who might not have the same credibility.

From a stock perspective, I do think CoreWeave has the potential to keep breaking levels like $140 and beyond. The momentum from this deal is strong, and with growth expectations tied to AI demand, I see this as the start of a bigger upward trend rather than a one-off spike. The fundamentals and story are aligning at the right time.

Investors should definitely view this as the early innings of a bigger growth story. AI workloads are exploding, and compute infrastructure is going to be one of the biggest bottlenecks. CoreWeave is positioning itself right in the middle of that trend, offering the kind of cloud-based compute solutions that every AI developer, from startups to enterprises, will need.

Am I bullish on CoreWeave becoming an AI giant? Absolutely. This NVIDIA deal is like a launchpad—it doesn't guarantee dominance, but it massively boosts CoreWeave's credibility and visibility. With steady execution, I believe CoreWeave can grow into one of the most important names in AI infrastructure, potentially rivaling some of today's more established cloud providers in niche areas.

Of course, execution remains key. CoreWeave will need to deliver on scaling capacity, keeping costs competitive, and ensuring reliability. But with NVIDIA essentially backing them up, they're in a much stronger position than they were before. This reduces a lot of downside risk in my view, while keeping the upside story very compelling.

In short, I'm very bullish on CoreWeave $CoreWeave, Inc.(CRWV)$  . This deal is a game changer, and I believe it puts them on a fast track toward becoming a central player in the AI ecosystem. For me, this is not just a short-term trade—it's an investment in a long-term growth story that is only starting to unfold.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, a$CoreWeave, Inc.(CRWV)$  nd making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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