How do you guys honestly feel watching NBIS stock keep climbing while ours barely moves?
Not trying to start drama — genuinely curious how long-term holders are processing the difference in momentum.
Coreweave got the call out on hitting a golden cross! Now that it's pulled back to the average price, do we think it's a good time for entry? Keeping an eye on the news has definitely helped raise my confidence level. Exciting!
Analyst sees AI compute demand remaining robust, with CoreWeave well-positioned despite Google/Blackstone JV concerns.
Source: https://x.com/AIStockSavvy/status/2056820329067274355?s=20
They keep announcing massive AI demand, huge backlog, partnerships, NVIDIA backing, etc. Revenue growth looks insane, but the stock keeps getting crushed every time momentum starts building.
Is this just:
- valuation concerns?
- dilution/capex fears?
- debt?
- lockup/sell pressure?
- data center power constraints?
- or are people worried the AI demand narrative is peaking already?
Trying to understand what the market is pricing in here because fundamentals/news flow seem disconnected from price action.
Please, share your thoughts.
Stay focus this week on the Nvda earnings ... Puts are still cheap for CRWV today 😀. A weak guidance could be fatal to CRWV... 🙁
Added 1,079,107 Crwv shares (+17.69%), now ranked #3 in his portfolio.
Not the AI compute part, but the operations in a data center that support 24/7 power and cooling at this scale? Do you understand how sticky these deployments are, that once $Ms are spent on deployment they are never changing their provider?
I am in the industry and have my own views on the future of CRWV, but wondering how familiar this thread is with what it takes to deploy and maintain this infrastructure at scale?
Latest 13F released yesterday
So I've been considering investing in CRWV for a long time. However, considering how overbought the marked is now, and how I've basically managed to not earn any money this year due to holding shat software stock (also sold RKLB and AMPX way to early fml), I'm hesitant to buying anything now.
But I've noticed (depending) on the time fram, that the 50 day MA is close to crossing the 200 day MA, at least on the YTD and 1 year graph.
Anyone using that as a signal to buy now?
I'm an intern and we're currently looking into the company, specifically the customer satisfaction as well as the dissatisfaction. If anyone could give me context behind this or point me to someone who has used Core Weave before, please let me know.
Honestly, I only wanted to see if my indicators still worked, so I casually picked up 32 contracts of the CRW MAY 22 ’26 113C calls. Didn’t expect much from it at all.
But when I closed the position today, it went from 8.6 to 14.06 locked in about $6,692 profit.
Not life-changing money, but the best part is the signal was accurate. That feeling of “just testing the waters and the fish jumps onto the boat itself” honestly feels even better than a carefully planned trade. At least now I know the strategy still works.
Anyone else watching CRW lately? The volatility has been pretty fun for short-term trades
This is a signal that should be taken seriously.
What is the price target?
"Kimi K2.6 is Moonshot AI’s flagship open-source model, released on April 20, 2026. It is one of the most widely used open-weight models, ranking #2 on OpenRouter’s leaderboards."
Everyone pulling out today.
But watch. It will explode tomorrow
