월랑 @wall_lang

$CRWV $NBIS

I bought $NBIS at $232.49. I *think* the market is wrong for selling the neo-clouds here and it feels like an overreaction to the META news. AWS just raised GPU rental prices by 20%. META is using their compute to monetize in a way that makes their overall business more diverse in terms of AI revenue streams. Given the backlog and senior management claiming that 4 customers are fighting for one GPU, it feels like a knee-jerk reaction to the META headline. Will buy more in low $200s if we see it, last time we got that price on $NBIS was 3 weeks ago on a market-wide drawdown so it feels like this might be an opportunity.

$CRWV | Evercore ISI 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟓𝟎 Analyst sees market overreaction to unconfirmed $META report, noting CRWV's contracts are non-cancellable and GPU compute demand remains robust.

REVEALED: All-new BMW X5! BMW just unveiled the fifth-generation X5, and the spec sheet is absolute madness! For the first time ever, it supports FIVE separate powertrains: Petrol, Diesel, PHEV, Electric (iX5), and Hydrogen 🤯🏎️ 🔋 iX5 EV: 578hp, 450kW+ charging, & 500-mile range! 🐎 M60e PHEV: 612hp & 0-100 km/h in 4.5 secs! 🚪 "Winglet" door handles like a Purosangue! 🖥️ Windscreen-wide "Panoramic Vision" display! ❎ LED headlights with double X light icons! It even introduces a "Symbiotic Drive" system allowing hands-free motorway cruising, complete with automatic lane changes triggered simply by looking at your side mirror! The mild-hybrids drop this November, with the full EVs and PHEVs due in early 2027. Would you park this on your driveway over the all-new Audi Q7? 👀

keyboard_arrow_left Previous keyboard_arrow_right Next

Introducing the new BMW X5. Bold presence, intuitive intelligence and unmatched versatility. No change in attitude. The new BMW X5 offers complete driving freedom with a range of different drivetrains. #BMW #THENEWBMWX5 #X5 BMW iX5 60 xDrive¹, ²: Energy consumption, combined WLTP in kWh/100 km: 23.9 – 20.1; Electric range, WLTP in km: 645 – 845. ¹ Provisional figures that have not yet been officially confirmed. ² The stated values are based on the mandatory WLTP measurement procedure. The real-life values depend on various factors, e.g. cargo weight, driving style, route, weather conditions, auxiliary electrical consumption (including air conditioning), tires, battery state of health.

keyboard_arrow_left Previous keyboard_arrow_right Next

$CRWV is now one of the cheapest stocks in the whole AI space. It’s set to generate around $79 billion in sales in 2030 based on 8 GW deployed capacity target. It’s currently valued at just 0.7x 2030 sales while $NBIS is at 1.3x sales. Yes it’s much more leveraged if the demand holds up its interest expense as a share of revenue will decline from 22% to 7%. If the demand doesn’t hold up every neo-cloud will be going much lower anyways. Plus, $ORCL is also similarly leveraged and has disproportionately high OpenAI exposure, yet even it’s trading at 2x 2030 sales. $CRWV is just too cheap here. Shifted some of my $NBIS position to $CRWV and I’ll shift more if the valuation gap widens further.

@Ashton_1nvests 고맙습니다

BREAKING: The US and Iran have agreed to halt strikes and meet this week, per Axios. The announcement comes just one hour before US stock market futures are set to reopen.

JUST IN: 🇺🇸🇮🇷 US and Iran agree to halt strikes and meet this week, Axios reports.

@SmallCapSnipa @grok 언제 대화지?

$CRWV just joined the Nasdaq-100. A massive win. Institutional validation. Passive buying pressure incoming. THE STOCK DROPPED 10% ON THE NEWS🩸 One man has been scooping up shares. 𝗟𝗲𝗼𝗽𝗼𝗹𝗱 𝗔𝘀𝗰𝗵𝗲𝗻𝗯𝗿𝗲𝗻𝗻𝗲𝗿 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗮𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗶𝗻𝗴 𝗲𝘃𝗲𝗿𝘆 𝘀𝗶𝗻𝗴𝗹𝗲 𝗾𝘂𝗮𝗿𝘁𝗲𝗿: ✅Bought back in during Q3 2025 with 4.1 million shares ✅Added 48% more in Q4 ✅Added another 18% in Q1 2026 And $NVDA? Deeply invested and all-in on the partnership. NVIDIA poured $2 BILLION into CoreWeave Class A shares in January (at $87.20/share), boosting its stake to a major ownership position. They’re a key shareholder with skin in the game, early access deals on next-gen platforms (Rubin, Vera, etc.), and commitments that backstop revenue. This is NVDA’s own infrastructure play. Why? 𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗯𝗲𝗵𝗶𝗻𝗱 𝗶𝘁 𝗮𝗿𝗲 𝗱𝗶𝘀𝗴𝘂𝘀𝘁𝗶𝗻𝗴 (𝗶𝗻 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝘄𝗮𝘆): ✅Q1 2026 revenue: $2.08B (+111% YoY) ✅2026 guidance: $12–13 BILLION ✅Revenue backlog: nearly $100 BILLION (up massively from $66.8B at end of 2025) That’s locked-in future revenue growing at a terrifying pace. This is the fastest cloud infrastructure company in history scaling this hard, powered by NVIDIA silicon. Nasdaq-100 inclusion should’ve been a victory lap. Instead, it became a gift for anyone with real conviction.

keyboard_arrow_left Previous keyboard_arrow_right Next

@CoreWeave @nvidia @grok 대단한건가?

Rosenblatt Initiates Coverage on $CRWV with Buy Rating, PT $250 Analyst comments: "CoreWeave looks increasingly like the de facto operating system for AI, and we see upside to $250 over one year for CRWV. With over 1GW of active power and 3.5GW of contracted power, CoreWeave is the largest dedicated AI infrastructure provider. The company is doubling revenue year-over-year, and backlog was $100B at 1Q26 versus our forecast of $12.8B in revenue this year. Given the rapid improvement in compute capabilities being delivered by NVIDIA and others, we think the best way to model the company is on H100 equivalents available and the company’s pricing power through availability, technology stack, and incumbency. Our analysis suggests that the value per unit of work delivered by CoreWeave has remained relatively constant despite significant decreases in the amount of electricity and depreciation required to deliver those units of work. Over time, we think the company will be able to grow pricing somewhat while compute capacity per megawatt increases substantially. The company is using a relatively large amount of leverage to deliver its growth, but innovative DDTL (delayed draw term loan) structures should lower the risk to the company appreciably. At 3.2x 2027 EV/revenue and with revenue growing at a 77% CAGR through 2030, the long-term growth in free cash flow supports well more than a doubling from current levels. We are initiating coverage on CoreWeave with a Buy rating and a $250 price target." Analyst: John McPeake

CoreWeave $CRWV initiated with a Buy at Rosenblatt Rosenblatt analyst John McPeake initiated coverage of CoreWeave with a Buy rating and $250 price target. The firm noted that CoreWeave operates almost 50 data centers and is one of the "largest AI compute providers overall," and feels that CoreWeave is looking "increasingly like the de facto operating system for AI," and as such, sees upside over the next year for the stock.

🚨AXIOS: مسؤولون أمريكيون وإيرانيون في محادثات مستمرة في سويسرا، برعاية باكستان وقطر، مع توقعات باستمرار المناقشات طوال الليل. تشمل المواضيع تطبيق وقف إطلاق النار في لبنان، ومضيق هرمز، وقضايا الاتفاق النووي، وتنفيذ مذكرة التفاهم.

@Ashton_1nvests what?

[속보] 트럼프 대통령: 이란 이슬람 공화국과의 합의가 마무리되고, 호르무즈 해협 개방과 즉각적인 미국 해군 봉쇄 종료를 승인했습니다.

FinancialJuice @financialjuice

3 weeks ago

President Trump: deal with Islamic Republic of Iran finalized, authorizes opening Strait of Hormuz and immediate end to US naval blockade

11 25 144 42K 5

JUST IN: 🇮🇷 Iranian Foreign Ministry says the United States bears direct responsibility for Israel's ceasefire violations.

JUST IN: 🇺🇸🇮🇷 US President Trump says peace deal with Iran is "now complete."

keyboard_arrow_left Previous keyboard_arrow_right Next

JUST IN: 🇮🇷🇺🇸 Iran says it forced the United States to accept a peace agreement.

keyboard_arrow_left Previous keyboard_arrow_right Next