Shyon
11-15

Between $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ , I’m leaning more toward CoreWeave on this pullback. A 25% weekly drop feels oversold, especially since the earnings beat was solid and the selloff came mainly from a data center delay, not weakening demand. With a huge backlog and major clients like OpenAI and Meta, the long-term setup still looks strong to me.

Circle’s decline is tied closely to Bitcoin dropping below $100,000, so its movement depends heavily on whether BTC can regain that level soon. With the stock now near its IPO price, it’s tempting, but it behaves more like a macro/crypto trade — strong if Bitcoin bounces, sluggish if the volatility continues.

If I had to choose on this dip, I’d still pick CoreWeave as the cleaner opportunity, since its drop looks more sentiment-driven than fundamental. But I’ll keep watching Circle, because a quick BTC rebound could flip its risk–reward very quickly.

@Tiger_comments @TigerStars

# CoreWeave & Circle: Bearish Scenario to $50?

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