Chris Ray — @oguzerkan One of the main reasons I felt comfortable starting a $CRWV position today.↗
Jun 4
Chris Ray — Just started a very small position in $CRWV today (<1% of my portfolio).
I’d like more AI infrastructure exposure and will probably add to this position over time if conviction gr…↗
Jun 4
mon — The big 3 - $IREN / $NBIS / $CRWV
If you do not have compute, you do not have revenue. It is that simple.
This is exactly why Leopold has gone all in on the Neocloud thesis. AI d…↗
Jun 3
Kevin Maro — @21mattsmith1998 @UncleAlpha007 @burningbushcap @GavinSBaker $BRUN had 1233% YoY growth… or are you talking about $CRWV↗
Jun 3
KawzInvests 🦑 — Selling $BRUN ahead of a lock-up risk I initially missed.
Early-release trigger fires if stock stays above $12 for 20-of-30 trading days that window hits this week (~June 5-9). I…↗
Jun 3
Mike Investing — I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…↗
Jun 3
KawzInvests 🦑 — $BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end
Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1.
$30M ARR in FY2…↗
Jun 3
Serenity — @BKCY314 Financing structure is much different, $CRWV is getting eaten alive by debt interest.
$IREN has little equity appreciation from excessive ATMs.
$NBIS is just right, and…↗
Jun 3
Serenity — Fun to see my highest conviction Neocloud pick in $NBIS age well.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebiu…↗
Jun 3
Antonio Costa — $RUM The Most Undervalued AI Infrastructure Play Right Now?
Look at this comparison from Rumble’s official investor deck (Nov 2025, post Northern Data combo announcement):
Rumble…↗
Jun 3
Dustin — $CRWV Jun 2, 2026 Global banking giant BNP Paribas officially initiated coverage on CoreWeave with a maximum "Outperform" (Buy) rating and set an aggressive, street-high price tar…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
Midas — If you missed the HUGE pump in AI data centre stocks like $NBIS at $20, $CRWV at $40, and $CIFR at $5.
Don't miss the Nuclear Armsrace.
Here are 5 stocks that could explode: ht…↗
Jun 2
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $CRWV at $40
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many others.
If you want to see the next trade…↗
Jun 2
Daave “3 and 30” Tepper — translation: anthropic and chat just put through a massive price increase
inures to the benefit of the cheapest model with capabilities for the job
running on nebius $NBIS
and…↗
Jun 2
Lando — $IREN
REMEMBER every day that passes without a deal means we are that much closer to a deal
It’s only a matter of time
> the stock is near ATHs
> AI trade stronger than…↗
Jose Najarro Stocks — $MRVL HOLY CHIP!! LETS GO
Jensen should go to a $CRWV keynote and share his thoughts there to :P lol https://t.co/3mr0x2nxrZ↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
Kevin Maro — I've initiated a position in $IREN in the overnight markets.
A few hours ago, Google just told the world something important:
Demand for AI compute infrastructure has reached a s…↗
Jun 2
Jose Najarro Stocks — $NVDA $CRWV $MU $AVGO $GOOG
GOOGLE JUST TOLD YOU THAT YOU ARE NOT BULLISH ENOUGH ABOUT AI!! https://t.co/fSYsyW1zOF↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 1
Mike Investing — I’ve said this before, & I’ll say it again one last final time…
If you missed $NOW at $82.
Missed $NBIS at $63.
Or even missed $ARM at $130…
Then you cannot miss out on $CRWV a…↗
Jun 1
Shay Boloor — @PolymarketMoney Incredibly bullish for $NBIS, $IREN, $CIFR and $CRWV↗
Jun 1
Midas — Leopold Aschenbrenner holds the following 10x AI stocks and I called them before he did:
- $HUT at $8 (+1447.56% gains)
- $NBIS at $20 (+1291.85% gains)
- $APLD at $5 (+833.65%)…↗
Jun 1
Midas — I outperformed Leopold Aschenbrenner by calling all of his AI stocks early:
$NBIS at $20
$CRWV at $40
$HIVE at $2
$TE at $4
$APLD at $5
One trade is all you need to retire your…↗
Jun 1
Midas — I called the following 10x AI stocks before Leopold Aschenbrenner:
$NBIS at $20
$HIVE at $2
$TE at $4
$CRWV at $40
$APLD at $5
I frontran the neocloud armsrace / AI bottlenecks…↗
Jun 1
Midas — I called $CRWV at $43.75 for a +186.95% gain.
Made generational wealth with one trade.
Posting my next trade on my FREE discord.
Join here:
https://t.co/RmuXXkPCj6 https://t.c…↗
Daniel Koss — @leginjo Ah I see. Then I'd probably pick shorts based on your longs. For example long $NBIS short $CRWV or $IREN always sounded good to me, but I won't do it cause I'm bullish the…↗
Jun 1
Chris — When you pair the price break with GEX confluence, that’s when the setup is A++
$CRWV reclaimed the $110 area, broke trendline resistance, and ran straight into the 117-120 magnet…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
Serenity — @Anon1pvi Not a fan of $CRWV, debt interest too high.
As for $IREN, infinite ATMs structurally caps upside.
$NBIS is the Goldilocks player in neoclouds.↗
Jun 1
Jason's Chips — Jason's Chips overly hated shitco picks all mooned today
$CRWV stupid levered Neocloud with a terrible management team and execution track record
$ARM dumb-hated CPU royalty com…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Jason's Chips — $NVDA likes neoclouds like $CRWV more than hyperscalers.
Apparently that was news to the markets.
(One literally develops ASICs to replace $NVDA the other a forever loyal custome…↗
Jun 1
CK Capital — INSANE BUY OMG. $CRWV https://t.co/jDLas3UXyX↗
Jun 1
Shay Boloor — $CRWV completed first system-level bring-up of $NVDA Vera Rubin NVL72 becoming the first AI cloud provider to deploy the next-gen rack-scale AI system.
Vera Rubin delivers up to 1…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
Jun 1
Kevin Maro — @coldharbor88 More in $NBIS , but both are great long-term investments IMO, I just think $CRWV has a very compelling "catch-up" trade for reasons listed above.↗
Jun 1
Kevin Maro — @coldharbor88 😂😂 Honestly, I didn't sell a share until about a month ago. Tempting, and depressing watching it go from 145 to 70, but the thesis is too strong.
$CRWV is the sam…↗
Kevin Maro — I've initiated a position in $CRWV in the overnight markets.
After being full-port $NBIS for a year, here's why I believe $CRWV is going to skyrocket in price over the next few mo…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
Jun 1
TheValueist — $NVDA $DELL $CRWV $ABBN SUPPLIER IDENTIFICATION SUMMARY
The photos and the post support 6 supplier/operator names with different confidence levels: Dell Technologies, NVIDIA, ABB,…↗
May 2026 · 156 mentions
May 31
Lando — Looks like they need somewhere to plug in all those chips right $IREN??
I’m sure most Neocloud/Colo will do well as well. Question is who will be the best?
$NBIS $CRWV $IREN got…↗
May 31
Chris — $CRWV setting up for a potential squeeze if it can reclaim/hold the $110 area
• 120 strike has the biggest near-term call wall
• 6/18 chain showing heavy upside positioning at 12…↗
May 31
Shay Boloor — $CRWV is on pace to a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to overwhelm available supply. https://t.co/0tdePkLOxQ↗
May 31
Jose Najarro Stocks — $DELL $CRWV $NVDA
Vera Rubins are about to have tokens go BRRRRRRRRRR
April 2026 · 69 mentions
Apr 30
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
mon — $IREN, $NBIS, $WULF, $CIFR, $CRWV
One thing that stood out to me after going through the latest earnings from Microsoft, Amazon, and Alphabet is that the constraint is "time to co…↗
Apr 30
Mike Investing — 2. CoreWeave ~ $CRWV
This company has also marked an impressive $88B, 5 year backlog consisting of:
- $21B from $META
- $11.9B from OpenAI
- $6B from Jane Street
- $5B from Anthr…↗
Dustin — $CRWV Bank of America adjusts to $100;
lots of financing at LOW RATES!👇
Like if you STILL believe $CRWV. https://t.co/nxUeEDrkgV↗
Mar 30
TheValueist — Most of the HPC/neoclouds are getting smoked today. This is not a good environment for them.
$CRWV $IREN $CIFR $HUT https://t.co/8wBUTr8iux↗
Mar 28
Serenity — @BelfortsTaxGuy If you have to think about almost not sinking for $CRWV... there's probably better longs out there in the market, just saying?↗
mon — $CRWV is taking down the whole sector.
-17.65% 💀
$IREN -5.98%
$CIFR -3.85%
$NBIS -5.89% (Back under $100)
$WULF -6.60% https://t.co/Vg9F0fwhfM↗
Feb 27
Dustin — $NBIS
I would have to say that I’m relieved that the market did not punish the entire sector for a change after Coreweave’s earnings release. It would appear that the street is hol…↗
Feb 26
TheValueist — $CRWV (Bloomberg) -- CoreWeave reported revenue for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
Revenue $1.57 billion, estimate $1.55 billion…
January 2026 · 37 mentions
Jan 31
The Future Investors — $CRWV Interesting interview with Mike Intrator, CEO of CoreWeave
On the "symbiotic but not equal" relationship with Nvidia and the future of the AI economy 🤖🎙️
https://t.co/ALBb…↗
Jan 28
Daave “3 and 30” Tepper — $msft impressive, but Sam making himself systemically important.
$orcl $crwv $corz $nvda https://t.co/IneVMivXDW↗
Jan 28
mon — Portfolio hit a new ATH today. 🎉
- $IREN continues to lead the data center space.
- $NBIS +2%, $CIFR +1% & $CRWV -2%.
- Opened a new position today.
- Down 7% so far, but I l…↗
Jan 28
Dustin — $IREN vs. $CRWV
1) Following news that Nvidia would increase its investment in CoreWeave, shares of Iren Limited initially sold off as investors worried that CoreWeave’s scale cou…
December 2025 · 7 mentions
Dec 23
Dustin — While everyone is crying about $CRWV, institutions have been quietly accumulating.
In the past month, institutional ownership of $CRWV has climbed from 220M to 255M.
• 704 long.…↗
Dec 21
Mike Investing — These 7 stocks are going to dominate the markets in 2026 and should be your top priorities…
1. $ONDS will be $35+
2. $TSLA will be $800+
3. $ASTS will be $150+
4. $RKLB will be $1…↗
Mike Investing — $CRWV has confirmed a strong double bottom and officially entered a wyckoff accumulation…
This breakout incoming will be the largest upward move that $CRWV has seen to date.
If y…
Dustin — $CRWV This is still playing through AH, other AI movers (excl. $NVDA) seem to have dropped off more in volume. Tomorrow should be fun! https://t.co/A485EkDorB↗
Nov 18
The Future Investors — AI compute demand is exploding 🚀
But 𝗡𝗲𝗼 𝗖𝗹𝗼𝘂𝗱𝘀 are crashing 📉😱
Is now the time to buy? 🤔
Which player is best positioned to win? 🥇
Discover it all here 👇
$CRWV $N…↗
Nov 17
The Future Investors — Here you go! 🔥👇
$CRWV $NBIS $IREN $APLD $CIFR
https://t.co/N3EZbf4IqP
October 2025 · 4 mentions
Oct 30
The Future Investors — $CORZ $CRWV Core Scientific investors rejected CoreWeave’s $9B takeover bid, saying it undervalued the company’s future. The failed deal is a blow to CoreWeave’s AI growth plans wi…↗
Oct 27
The Future Investors — The Neo Clouds. Which is your pick for the future? Choose your fighter🥊🚀
$CRWV $NBIS $IREN $APLD
Like this content?
You’ll ❤️ our newsletter 👇
https://t.co/SgsK5eYYCT https:/…↗
Oct 21
The Future Investors — $CRWV $CORZ ISS recommends shareholders reject CoreWeave’s $9B all-stock deal for Core Scientific, saying the offer may not reflect its full potential 🚫⚠️
What do you think — sho…↗
Daave “3 and 30” Tepper — Nebius has done exactly ONE hyperscaler deal. With Microsoft. 19bn. highest quality and most transparent deal done by either these cos. Why? The deal is so tight nebius can borrow…↗
Sep 30
Daave “3 and 30” Tepper — New $crwv deal with meta. No detail, low quality. Crwv growing as fast as possible to win big deals and run up the stock. Why? They have an upside down capital structure.↗
Sep 25
Kuppy — I’m old enough to remember when $CRWV would be green on a big OpenAI revenue pump…
These big flashy related party deals aren’t getting the traction that they used to. Is AI gettin…↗
Daave “3 and 30” Tepper — Nvidia might be overvalued, maybe not. No position $NVDA
But AI DC spend beneficiaries are telling you the spend goes on.
$vrt $nbis $mu $anet $gev $crwv https://t.co/7slLb9WW1…↗
Aug 10
Daave “3 and 30” Tepper — Nebius running at full capacity. Gunna need a bigger boat
$nvda $nbis $crwv↗
June 2025 · 4 mentions
Jun 27
Leveraged Cat — Seems like the $CRWV buyout of $CORZ marks the true start of the rotation to $NBIS
It holds up to fundamental logic, $NBIS doesn’t need acquisitions since they are vertically inte…↗
Jun 21
Puru Saxena — $CRWV was hated around IPO, stock is ~4.5x now!↗
Jun 20
Tech Fund — $CRWV's business model is v questionable - it all hinges on GPUs running for 5-6 years, and this is in an environment where GPUs remain in short supply. What happens when GPU renta…↗
Jun 12
Leveraged Cat — Been getting rate limited all day on Cursor for various model providers 🤔👀 $NBIS $CRWV
Michael | Hypermarkets — It's September 2026, stocks I bought under $20 and they exploded 1000%
1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Le…↗
May 31
Shay Boloor — $DELL delivered the world’s first $NVDA Vera Rubin NVL72 rack to $CRWV marking the first confirmed shipment of Nvidia’s next-gen AI rack system.
The system includes 72 Rubin GPUs,…↗
May 31
Ben Pouladian — The Neocloud Hypothesis Holds
Dell and CoreWeave have the first installed Vera Rubin NVL72 in the world!
Are you not entertained?
$crwv $dell $NVDA https://t.co/iGbz2SaiEC↗
May 30
InvestmentGuru — NEOCLOUD IS EMERGING STRONG
Neocloud stocks have become the purest public-market way to bet on the AI compute shortage — companies packaging GPUs, data centers, power, and cloud s…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 28
Daniel Koss — Why I Think $NBIS Nebius x Anthropic Is Happening
I believe Nebius and Anthropic will soon make a deal, or already have a deal and will soon announce it.
Quick disclaimer: this i…↗
May 28
The Future Investors — $CRWV CoreWeave launched unified agentic AI capabilities that connect training, inference, monitoring, and reinforcement learning into one continuous feedback loop 🤖🔄
AI agents…↗
May 28
Shay Boloor — $CRWV launched unified agentic AI tools that connect training, inference, observability and autonomous improvement.
Its Serverless RL service is designed to help agents learn from…↗
May 28
InvestmentGuru — THE NEOCLOUD SUPERCYCLE IS ACCELERATING
The smartest money in AI just made its move — and the signal is impossible to ignore.
Leopold Aschenbrenner’s Situational Awareness fund —…↗
May 27
amit — @AlphaOwlTrading Yeah honestly was confusing for him to have $CRWV and $IREN but not $NBIS, looks like he has the big 3 for neoclouds now↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
Shay Boloor — Neocloud revenue is forecast to grow at a ~60% CAGR reaching nearly $400B by 2031 across cloud, SaaS and data centers.
The winners will be the companies that control the physical…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
Shay Boloor — $IREN CEO Dan Roberts just explained why vertical integration is the edge in AI cloud:
• Framed IREN in three layers: physical infrastructure, compute infrastructure & software/op…↗
May 22
AlmaCap — Galaxy is an interesting one. 35% off ATH and in the AI sector, very rare in this market.
SOTP below puts equity value at ~$17.8bn vs. a current market cap of ~$11.5bn. Significan…↗
May 22
InvestmentGuru — NeoCloud is another strong sector today as AI infrastructure names continue to attract buyers, strong AI demand and growing need for compute power are keeping momentum alive in dat…↗
May 21
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
May 21
IvanaSPEAR — Neo-cloud investors liked the SpaceX S1!
Maybe GPU rentals are not the worst business model?
$APLD +22%
$NBIS +15%
$IREN +10%
$WULF +6%
$CRWV +6%
Great post on the Anthropic/Co…↗
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Jukan @COMPUTEX — GF Overseas Electronics & Communications
CoreWeave Initiation: Riding the AI Infrastructure Supercycle
We initiate coverage with a Buy rating and a US$162 target price. Leveragin…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 21
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5.…↗
May 20
Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.
That makes contracted capacity at $CRWV, $N…↗
May 20
Jose Najarro Stocks — THE $NVDA DIVIDEND RAISE AND BUYBACK ANNOUNCEMENT MIGHT BE THE MOST BULLISH AI SIGNAL OF THE NIGHT. LET ME EXPLAIN.
For years, Jensen invested Nvidia's cash into AI labs, neocloud…↗
May 20
SandemanStocks — This is kinda cool…
This is an app @stephan_lucka made. Though I don’t own $CRWV and sold my $HIMS a few weeks ago.
Pretty cool to be #3 globally with the best hit rate…and me…↗
May 20
Wayne Liang — Institutions are focused on $SPCX. Retail should be focused on the proxies surrounding it.
You aren't going to get a good entry on $SPCX but you can absolutely print money using i…↗
May 20
Daave “3 and 30” Tepper — @BeantownHQ canceled order yesterday to add $nbis.. prob exit goog to fund . but want the cash bc bonds.
market doesn't get how superior nebius is to every neocloud inc $crwv. ev…↗
May 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
May 20
InvestmentGuru — AI infrastructure
$NBIS
$IREN
$CIFR
$CRWV
$WYFI
$HIVE
$KEEL
$DGXX
$SLNH
$BTDR
AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” stor…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
mon — "data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later."
The demand is no…↗
May 19
Midas — THE STOCK MARKET CRASH HAS BEGUN.
$IREN down 7%
$CRWV down 8%
$NBIS down 7%
This is why you don’t invest in high beta stocks in a bear market.
Few understand why it’s happenin…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Shay Boloor — $CRWV closed a $3.1B GPU-backed loan facility to fund AI infrastructure tied to two major customer contracts.
The oversubscribed deal brings CoreWeave’s capital raised this year t…↗
CK Capital — Data center stocks just hit The Rug.
$NBIS down 7%
$IREN down 5%
$CRWV down 5%
$CIFR down 6%
Buying opportunities.↗
May 18
Jason's Chips — Leopold Update.
Now that I thought about it more, I actually think that this 13F may be a bit misleading. Puts reflect the market value of the shares controlled and not the market…↗
May 18
Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure)
$SNDK NAND storage is the new bottleneck
$CRWV GPU cloud, 8GW target by 2030
$APLD HPC data centers, $7.5B lease sig…↗
May 18
InvestmentGuru — Neocloud / AI Hosting
$CRWV (CoreWeave) — 18.2%, held via calls. Added +672% in Q4 alone.
$CORZ (Core Scientific) — 9.8%. Added +42%.
$IREN — 7.7%. Added +21%.
$APLD (Applied…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
InvestmentGuru — $NBIS $IREN $CIFR $CRWV $KEEL $SLNG $DGXX $BTDR
NeoCloud / AI infrastructure could be the next massive sector to concentrate on. Everyone talks about AI software, but the real bot…↗
May 18
Black Panther Capital — 🚨Leopolds 13F is out now:
It’s obvious that data centers, AI and energy is still the theme here.
With AI Datacenters as the core theme:
He added to $IREN $KEEL $CLSK $APLD $CRW…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 18
Dustin — $CRWV 11% NVDA stake. Enough said https://t.co/CXNCazo1C2↗
May 17
Daave “3 and 30” Tepper — @CaesarCapitalz Whoa whoa whoa
Gotta include coreweave lease liabilities another $30bn
And nebius has $9bn cash on hand vs $crwv at $1
Nebius operates on a premium level↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 16
Jason's Chips — And $CRWV has degen levels of leverage
(a very good thing)↗
May 15
Daave “3 and 30” Tepper — listen to @benthompson and @andrewsharp discuss the inference demand of agentic workflows
If you don’t see how nebius $nbis is 3 steps ahead of competitors - and 180 degrees diff…↗
May 15
Shay Boloor — $NVDA nearly doubled its $CRWV stake last quarter. https://t.co/FQEtNLBcIj↗
May 15
KawzInvests 🦑 — Leopold Aschenbrenner's Q1 13F drops today.
His last disclosed holdings vs. current prices:
$BE avg cost $96 → $290 (+202%)
$LITE avg cost $232 → $1,002 (+331%)
$SNDK avg cost $…↗
May 15
Jason's Chips — It's really quite underrated. The worse something looks optically, the higher the c o n v e x i t y
And bc AI lets numbers get revised up 150% in a week something that's unprofit…↗
May 15
Mike Investing — If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $…↗
May 15
InvestmentGuru — $NBIS $CIFR $IREN $CRWV $VIVO $SLNH $KEEL
NeoCloud has quietly become one of the strongest sectors in the market over the last 2 days. The amount of bullish call flow printed tod…↗
May 14
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
mon — $IREN, $NBIS, $CRWV, $CIFR
It is estimated that roughly 30% to 50% of data center projects planned for 2026 in the United States are facing cancellation or significant delays.
A…↗
May 14
Jose Najarro Stocks — $AMD $NVDA $MU $NBIS $CRWV AI SEMICONDUCTOR INVESTORS THIS IS A CRUCIAL MESSAGE!
If you are serious about AI and Semiconductor Investing, I 100% would recommend @fiscal_ai. It's a…↗
May 14
Dustin — $CRWV Remeber what CEO said a couple of weeks ago, "We could be profitable in 3 months." Insinuating if they downsized their plans. CRWV is going for total domination in the space…↗
May 13
Mike Investing — Over the last few weeks generational wealth has been made for many.
Some of my most notable callouts include:
$NBIS at $68 & ran to $217+
$RKLB at $37 & ran to $127+
$C…↗
May 13
The AI Investor — $CRWV vs $NBIS - last reported earnings https://t.co/4BA25Yk5DF↗
May 13
The AI Investor — $NBIS is almost as big as $CRWV
Does it make sense? https://t.co/wN8WozmVPF↗
May 13
pennyether — A year ago: @edzitron whining that $CRWV can't grow because $CORZ is "unproven" and "formerly bankrupt" etc etc. ~250MWs delivered and latest guidance was 450MWs by this summer..…↗
May 13
InvestmentGuru — $NBIS
$CRWV
$SLNH
$KEEL
Neocloud look good https://t.co/TCV0dTbQ0b↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch dude you’re blinded by your position
youre suggesting the IG rating on debt implies the borrower is IG or something approximating it
I’m telling you the debt is…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch ser you dont own IG debt w liens on gpu-which are portable! you own the holdco equity; deeply subordinated.
metaphor for noobs: airlines issue EETC IG bonds all d…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch intrator scared
https://t.co/S6iMOxce3Q
there will be ai infra casualties
$crwv and $iren will be among them↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch you hallucinating?
$nbis '26 arr guide $8bn vs. $crwv at $18bn. 2.3x the rev.
$crwv $90bn net debt and operating leases forecast end '26
nebius $10bn net
same…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch dude, based on what? nebius has more contracted power and owns 75% of theirs. coreweave leases it all.
built different
$nbis is 0% net debt / market cap
$crwv is…↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 13
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
May 13
Daave “3 and 30” Tepper — nebius great quarter
If you think $nbis is remotely similar to $crwv $iren https://t.co/lMWTatNpWW lambda or any other trashco neoclouds, watch this interview
Different level↗
May 12
Shay Boloor — $NVDA disclosed that Jensen Huang’s foundation entered a deal with $CRWV to buy GPU compute time for universities and nonprofit research institutes.
The foundation has already don…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
CK Capital — Bloody day for the markets.
Stocks i’m looking to add on this dip.
$ASTS down 13%
$NBIS down 5%
$CRWV down 9%
$DGXX down 6%
$PENG down 6%
$HOOD down 5%
All seem like good discou…↗
May 12
CK Capital — $CRWV is down over 20% in the last three trading days and this is starting to look like a very interesting entry.
The earnings call is what sent this stock lower but seems like an…↗
May 12
Mike Investing — If you’re looking to create generational wealth in 2026 then you must have these 8 stocks in your portfolio…
1. Rocket Lab ~ $RKLB
2. Nebius ~ $NBIS
3. Tesla ~ $TSLA
4. Nokia ~ $N…↗
May 11
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
May 11
Shay Boloor — $CRWV is on track to grow revenue nearly 7x in two years because it sits directly on the binding constraint of the AI cycle.
Demand for AI compute is still eating every credible s…↗
May 11
Dustin — $CRWV Attached is page 1 of a Wells Fargo analyst report regarding CRWV issued 5.7.26. https://t.co/GDtYVzcgdT↗
May 10
BULL OF BRITAIN — $DGXX just signed $1.1B with $CBRS for 10% of its power pipeline. Market cap is $475M.
The math doesn't add up.
> $1.1B base contract, $2.5B with renewals (10yr term)
> 40MW Cere…↗
May 10
Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone:
• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 10
Wayne Liang — $CBRS (Cerebras) IPOs on Thursday at ~$26B, raising up to $3.5B. Largest IPO of the year so far (in the US).
$CBRS builds wafer-scale AI chips, an alternative architecture to GPU…↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
Jason's Chips — $CRWV missed investor expectations but still forced sell-side to raise… this perfect demonstration of how behind the street is on AI in general. If even the street is bullish, that…↗
May 9
Jason's Chips — $CRWV earnings review
In this article we get into:
1. The reasons behind the miss. Including capacity bring up speed, memory pricing, and margins/timing.
2. Three mitigants to th…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
mon — Great day overall.
> $IREN ended the day +7.65%. +100M volume. 🔥
> While $CRWV -11%. $NBIS -4%. $WULF -2%.
> Trump just said - "Go out and buy a $DELL ". 🧐
> $RKLB +34% Congrats…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Jason's Chips — I spent the last 2 weeks covering $INTC $BE $AIXA $LITE $ARM $CRWV earnings instead of studying for my finals and now I might be cooked for my exam (it is 3pm today and I haven't s…↗
May 8
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
Dustin — $CRWV Quick thoughts on CRWV earnings.
CoreWeave: this was a thesis-defining quarter
Forget the EPS noise. The one number that matters is backlog: $66.8B → $99.4B in 90 days. T…↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 8
Jason Luongo — @WheelieInvestor @ZeekTyt My man @jiahanjimliu explains it perfectly.
“Takeaway 3 - Nvidia Option to Invest Instead of Immediate Investment
Market sees this the reason to sell $I…↗
May 8
InvestmentGuru — NEOCLOUD EARNINGS
$CRWV — Revenue $2.08B ✅ (beat), backlog hits $99.4B 🔥, crossed 1 GW active power. But Q2 guide midpoint missed street → stock -10% AH. Priced for perfection p…↗
May 7
Wayne Liang — Pretty close with the $CRWV thesis.
Missed EPS, beat revenue. Closest comparison would be scenario 1, with the guidance raise being backlog and long-term ARR rather than near-term…↗
May 7
TheValueist — $CRWV KEY READ-THROUGHS FROM COREWEAVE Q1 2026 EARNINGS CALL
CoreWeave’s Q1 2026 call was one of the clearest public confirmations that AI infrastructure demand remains supply-con…↗
May 7
SandemanStocks — $NBIS had a $20+ swing from top to bottom today. I have about 65,000 shares. Do you think I felt an ounce of emotion?
Nope. I literally felt nothing.
-We just had ATH
-$CR…↗
May 7
amit — @mi20483980476 $CRWV down 9% afterhours doesn’t help the neoclouds either…hurting all of them including $ORCL↗
May 7
SandemanStocks — For the $NBIS newbs, $CRWV earnings takes us down almost every time without fail. It’s just part of the process.↗
May 7
amit — @thetabbq yup, kinda hit every pump after hours including $RKLB and $CRWV↗
May 7
amit — $IREN $NVDA
IREN PARTNERS WITH NVIDIA.
Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.
I am not a huge $IREN investor, but…↗
May 7
Shay Boloor — @RetailKingsETF The 5 GW commitment puts $IREN in the same operational tier as $NBIS & $CRWV now↗
May 7
tae kim — CoreWeave $CRWV call: "The demand environment is intensifying" "We have reached hyper scale with more than 3.5GW of contracted power, up more than 400MW this quarter alone. With th…↗
May 7
TheValueist — $CRWV (Bloomberg) -- CoreWeave reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Revenue $2.08 billion vs. $981.6 million y/y, e…↗
May 7
Shay Boloor — $CRWV Q1 EARNINGS
• Revenue $2.08B vs Est. $1.97B
• EPS ($1.40) vs Est. ($0.92)
• EBITDA $1.16B vs Est. $1.14B
• Backlog: $99.4B
• Total Contracted Power: ~3.5 GW
• Active Power:…↗
May 7
Jose Najarro Stocks — $CRWV Revenue backlog was $99.4 billion as of March 31, 2026!!!
$NVDA https://t.co/m8e51PH5PB↗
May 7
Jason's Chips — Down like 8% today and I don't feel a thing. $CRWV will either send me to the moon or Wendy's (I have calls)↗
May 7
TheValueist — GAI CDS is now meaningfully tightening, adding support to the long ORCL HPC/neocloud trade.
$CRWV $ORCL $STX $AMKR https://t.co/CkPStEkHpu↗
May 7
Wayne Liang — Neocloud sector pulling back today (so far)... nothing unexpected and completely reasonable.
The entire sector has had a massive run over the past two weeks. Good to let it breath…↗
May 7
SandemanStocks — I wish $IREN and $CRWV all the best today. Don’t want them bringing down my $NBIS with them. BUT, if that happens, I’ll just roll my 240 calls to something higher.
I see $NBIS…↗
May 7
The AI Investor — My portfolio just hit a new all-time high today.
YTD: +49.32%
1Y: +191.96%
The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
CK Capital — After the huge run up from many of these stocks, $KEEL is still insanely undervalued compared to peers.
$KEEL is up 35% this week and is still the cheapest AI infrastructure play…↗
May 7
InvestmentGuru — NeoCloud another strong day
$IREN +11%
$DGXX +22%
$CRWV +8%
$NBIS +10%↗
May 6
Mike Investing — I’ve warned everybody once & I’ll say it again, one last final time…
AI infrastructure is the next theme to breakout in 2026:
$NBIS will be $330+
$CRWV will be $360+
$CIFR wi…↗
May 6
Wayne Liang — Elaborating on $CRWV a bit more.
Earnings tomorrow after close.
Historically, they've missed EPS (but beat revenue). Wouldn't expect anything different tomorrow (might be priced…↗
May 6
Shay Boloor — $NVDA is up over 5% today as the market finally rewards Jensen’s AI infrastructure dealmaking.
These deals are basically a roadmap for where shortages are getting worse and which…↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
May 6
Daave “3 and 30” Tepper — 10,000%
who does the recurring profit margin and efficiency gains accrue to?
First order installed compute
$nbis $crwv $orcl $msft $goog anthro and oai
second order the companie…↗
May 5
Mike Investing — Over these last few weeks generational wealth for many has been made…
I’ve called out here on X:
$NBIS at $68 & ran to $179+
$AMD at $188 & ran to $404+
$CIFR at $11 &a…↗
May 5
Wayne Liang — @shah_jacob_nyc Leaning towards an EPS miss and likely beat revenue, and the guidance/backlog numbers are what should actually move $CRWV. If they raise full-year guidance, it rall…↗
May 5
Wayne Liang — Nailed it on $AMD. Watch the rest of my thesis play out now. You can learn so much from just following the right people.
Now let me breakdown what sector I'm most focused on at th…↗
May 5
CK Capital — March 30th really gave us some generation dip opportunities.
$BE was $120 and is now $300
$CIFR was $12 and is now $22
$NBIS was $70 and is mow $175
$CRWV was $70 and is mow $130…↗
Mike Investing — @amitisinvesting + Neo clouds ($NBIS, $CRWV, $CIFR)↗
May 5
InvestmentGuru — Nice move across this play today
$IREN +8%
$NBIS +14%
$CRWV +5%
$CIFR +5%
$KEEL +5 %↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Mike Investing — While everyone has been sleeping on the neo-cloud sector, I’ve been warning everyone to aggressively load…
These names are already up massively since my post just 4 days ago:
$NB…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
May 2
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
May 1
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Ondas ~ $ONDS
4. One Stop Sys ~ $OSS
5.…↗
May 1
Daniel Koss — @Orangeman1992 @ClickHouseDB $CRWV already has Anthropic as a customer and someone always knows. I think $NBIS has very high chance of getting a deal from Anthropic, as they want t…↗
May 1
Daniel Koss — Guys, how do I tell you this.
$NBIS is probably NOT up 12% because of the acquisition they announced today.
The most likely reason is the leak of Anthropic -> $44B ARR.
Anthropi…↗
May 1
Jason's Chips — Neoclouds are soooooo undervalued. You're telling me that they can charge approximately two times H100 rental rates for VR and still earn a 15% IRR? When VR is an order of magnitud…↗
— Your next chance to get rich is here…
If you missed the recent squeeze in Photonics or Memory names then pay close attention to this sector.
AI infrastructure is next.
This brea…
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
mon — Very impressive numbers from AWS/Azure/Google.
But it is worth remembering they are still capacity constrained. The core bottleneck is still power and land.
Google - “Our cloud r…↗
Apr 29
mon — - $GOOGL Cloud +63% YoY
- $MSFT Azure +40% YoY
- $AMZN AWS +28% YoY
More demand drives more capex.
More capex unlocks more capacity.
More capacity enables new use cases.
And th…↗
Apr 29
Mike Investing — I’ve said this before, & I’ll say it again…
If you missed the squeeze on names like $MU, $SNDK, or even $AMD then keep a close eye on $CRWV.
Positioned with a prolonged base all…↗
Apr 29
mon — Nearly half of US data centers planned for 2026 canceled or delayed.
With an estimated 12-16GW of planned capacity, only 5GW is currently under construction and many projects rema…↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
Dustin — $CRWV CoreWeave price target raised to $150 from $140 at Oppenheimer
Oppenheimer raised the firm's price target on CoreWeave to $150 from $140 and keeps an Outperform rating o…↗
Apr 29
Wayne Liang — $APLD is worth watching...
Same AI infrastructure thesis as $IREN and $CIFR... just larger contracts and a longer runway.
> ~$23B in total contracted revenue backlog... at a ~$9.…↗
Apr 29
Daave “3 and 30” Tepper — don’t own nebius or coreweave at the moment but this is bullish installed xpu’s
$nbis $crwv↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 27
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Apr 26
Black Panther Capital — I don’t expect a deal from $IREN around the corner or at earnings.
On the other hand I expect some kind of delays. I also expect to see the a drawdown in the stock due to sentimen…↗
Apr 26
Mike Investing — Famous words from the most renowned hedge fund billionaire Stanley Druckenmiller…
"You don't get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymm…↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Apr 26
Daniel Koss — $NBIS with another amazing hire, this time from $CRWV!
I believe a lot of the big CoreWeave customers want to a) compare CoreWeave with other providers
b) become less dependent on…↗
Apr 26
Mike Investing — The $NVDA CEO quite literally has been telling you what to buy…
In 2025 Jenson called:
$NBIS at $21 & is now up 680%
$APLD at $3 & is now up 1,200%
$TSM at $180 & is now up 130%…↗
Apr 25
Mike Investing — $CRWV will be one of those generational wealth making investment opportunities.
Maintaining 167% YoY revenue growth, $3.6B in cash on hand, & a $6.3B contract signed by $NVDA you…↗
Apr 25
Mike Investing — If you missed $AMD at $67.
Missed $NBIS at $68.
Or even missed $INTC at $32…
Then I’m telling you here first that you do NOT want to miss $CRWV.
Within the next 5 years $CRWV w…↗
Apr 24
Daave “3 and 30” Tepper — if true, why are $nbis and $crwv down? i'm genuinely confused. feels technical - fast money selling to buy semis hardware....
have to revisit my economics book, but expect this al…↗
Apr 22
Mike Investing — You can create generational wealth simply by scrolling on X…
Over the last few weeks I’ve calls out:
$NBIS at $68 & ran to $170+
$CRWV at $63 & ran to $125+
$LUNR at $1…↗
Apr 22
mon — $IREN, $CIFR, $NBIS & $CRWV
So OpenAI targeting 30GW of compute by 2030.
Add in demand from Anthropic, Google, Microsoft, Meta, Amazon, and Tesla, and total required capacity mov…↗
Apr 22
Daniel Koss — So many absolute noobs posting the dumbest takes about this.
This is completely normal language to disclose every single risk and minimize all legal risks.
It has exactly 0 meani…↗
Apr 21
Jason's Chips — YES I’ve been waiting for this.
Also Irrational long Memory and $CRWV LETS GO↗
Apr 21
Jason's Chips — Yall don't understand how unbelievably bullish this is for $CRWV↗
Apr 20
mon — SemiAnalysis published new rankings.
Platinum: $CRWV
Gold: $NBIS
Not Recommended: $IREN
Not even Silver or Bronze. 😂 https://t.co/ghW7Z90Vma↗
Apr 20
Jason's Chips — A quick non-consensus take on why corporate debt is a BLESSING for thematic investors. $CRWV $SFTBY
Consensus says debt is always bad. “Net cash” and “fortress balance sheet” are…↗
Apr 20
Daniel Koss — Honestly? If you're a $NBIS or $IREN investor I think you should take 10min to read both sides. It will help you a ton to understand which thesis you want to underwrite and what th…↗
Apr 20
Dustin — $CRWV CoreWeave (CRWV) Price Target Raised to $156.
“CRWV is one of the 10 Best Data Center Stocks to Buy for the Long Term. The stock’s price more than doubled from a year ago, u…↗
Apr 19
Mike Investing — 2026 is your turn to become a millionaire…
Over the last few weeks I’ve called out many generational opportunities like:
~ $PL at $17 & ran to $40+
~ $LUNR at $14 & ran to $28+…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
mon — @grok @JoeGreenUSF @TheTechInvest @grok what about $NBIS & $CRWV?↗
Apr 15
TheValueist — $CRWV $NVDA DIRECT ANSWER
Yes. A firm can, in principle, be a major commercial customer of a company and also establish short exposure to that company’s stock. The $6b compute com…↗
Apr 15
TheValueist — $CRWV $NVDA Jane Street-CoreWeave: A High-Quality Rubin Demand Signal for AI Infrastructure
https://t.co/OEl7wKxoWS
Bottom Line: The Jane Street-CoreWeave transaction is material…↗
TheValueist — My updated GAI CDS Dashboard is attached. Renewed chatter regarding HPC/Neocloud buildouts warrants a look. Tightening in lots of your favorite names.
$CRWV $ORCL $STX $AMKR https…↗
Raging Capital Ventures — This might shoot down some $CRWV bear theses
https://t.co/WcT4P2Tqal https://t.co/QiEP2TMYSL↗
Apr 15
mon — $BIRD is selling off the footwear business and raising $50M in convertibles to buy GPUs and move into AI infrastructure.
That’s the level of demand in the space right now, even a…↗
Apr 15
Mike Investing — Over the last few weeks generational wealth has been made…
I’ve called the bottoms on:
$NBIS at $73 & ran to $166+
$CRWV at $63 & ran to $119+
$PL at $20 & ran to $…↗
Apr 14
Mike Investing — Index funds are made for you to stay wealthy, but not create generational wealth…
If you’re looking for aggressive 10x growth stock investment opportunities then you should focus…↗
Apr 14
Jason Luongo — The companies building AI data centers, ranked by market cap:
$CRWV $115.25 - ~$55B
CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company o…↗
Apr 14
Jason's Chips — My $CRWV leaps are up almost 100%. GPUs rents ripping, claude code, openclaws, and the market was in the corner still talking about OAI concentration and debt lol.
Best timed trad…↗
Apr 13
Jason's Chips — I published my neocloud economics and part 1 of my $CRWV thesis last week.
Since then, $CRWV has signed net new deals with Meta and Anthropic and rallied over 35%.
I believe ther…↗
Apr 12
mon — If you are investing in companies like $IREN, $CRWV, or $NBIS, your entire thesis sits on capturing part of this hyperscaler-driven expansion.
The Big Four (Amazon, Google, Meta a…↗
Apr 12
mon — JUST last year, $IREN was being compared to $CLSK, $MARA, and $RIOT, which made sense when the market viewed it as just another Bitcoin miner.
As the market started to understand…↗
Apr 11
Mike Investing — These stocks are expected to over 3X their revenues within the next 5 years:
$NBIS - Nebius: +6400%
$ASTS - AST SpaceMobile: +5471+
$ONDS - Ondas: +3188%
$IREN - Iren: +1547%
$CRW…↗
Apr 10
Jason's Chips — My new article explores the bull case for $CRWV — a name so widely shorted that nearly 25% of the float is short, yet held as a THE top long by a prominent AI hedge fund.
$CRWV is…↗
Apr 10
Dustin — $CRWV CoreWeave Strikes Deal With Anthropic. Another Big Name Is Using Its Cloud Platform.↗
Apr 10
mon — CoreWeave $CRWV is on a roll.
First $META increases CoreWeave partnership with a $21 billion agreement.
Now CoreWeave secures multi-year deal with Anthropic to power Claude AI mo…↗
Apr 10
The Future Investors — $CRWV Anthropic signed a multi-year deal to rent AI data center capacity from CoreWeave to support surging demand for Claude 🤝
The infrastructure will use Nvidia chips and helps…↗
Apr 9
mon — $META commits to spending additional $21 billion with CoreWeave $CRWV as AI costs keep rising.
CoreWeave announced an expanded long-term agreement with Meta Platforms to provide A…↗
Apr 9
The Future Investors — $CRWV $META CoreWeave and Meta Platforms expanded their partnership with a $21B deal through 2032 💰 🤝
Meta will use CoreWeave’s AI cloud (incl. new NVIDIA Vera Rubin systems) to…↗
Apr 9
InvestmentGuru — $CRWV Shares Jump 8% Premarket After Co Announces $21 Billion Expanded AI Infrastructure Deal With $META Platforms↗
Apr 8
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Apr 8
Jason's Chips — My new article explores the economics of neoclouds through a microeconomics lens rather than the usual equity-research framing. I thoroughly enjoyed writing this one (possibly my f…↗
Apr 8
Daave “3 and 30” Tepper — Who GPU prices were lifting off BEFORE Anthropic released Mythos
May see price wars for installed compute
OAI and Google will be fast follows
NVL72 ftw
$nbis $crwv $nvda $asml↗
Apr 6
Serenity — I’ve been thinking about this report more from last month…
It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think.
Because o…↗
Apr 5
Daave “3 and 30” Tepper — Within the GPU cloud the answer is Nebius , although in the TPU cloud it’s Fluidstack.
Will be interesting if OAI comes knocking at Nebius’ door bc CoreWeave is…. well CoreWeave…↗
Apr 2
mon — 🚨: IRGC attacking Amazon cloud computing center in Bahrain, Iran's ISNA reports.
$IREN, $NBIS, $CRWV, $CIFR.↗
Apr 2
Dustin — $CRWV Bernstein target released yesterday was $56.
Bernstein maintains Underperform rating and $56 price target.
Nothing has changed. https://t.co/oR1UygCWhJ↗
Apr 1
mon — Almost half of the US data centers planned for this year are expected to be delayed or canceled.
One big reason is the shortage of electrical equipment, such as transformers, swit…↗
Apr 1
TheValueist — $CRWV $HUT $CIFR $NVDA OVERVIEW
CoreWeave’s 3/30/2026 DDTL 4.0 is more important as a financing prototype than as a standalone capital raise. On paper, it is an $8.5 billion delay…↗
Serenity — OpenAI is the tech equivalent of Iran.
They would have caused so much contagion - like Iran sending drones to all their neighbors - with funding they didn’t have….
From $MSFT co…↗
Mar 28
Serenity — @Leaf0Q1 Sure, I have a lot of respect for the Aschenbrenner, vast majority of his longs like $BE and $LITE are stellar. I haven't really seen a fund like Situational Awareness in…↗
Mar 28
Serenity — My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market.
One of them ends up as the next AWS in 5 years:
My guess it’s Nebius.
It's not winner takes all (DigitalOce…↗
Mar 26
mon — What a start.
🔴 $IREN -7.19%
🔴 $NBIS -6.09%
🔴 $CIFR -8.06%
🔴 $CRWV -3.85%
🔴 $WULF -6.29%
+ $MARA is up 8% after dumping about $1B of BTC to pay down debt, all while Bitcoin…↗
Mar 25
Daave “3 and 30” Tepper — $NBIS- Benefits directly given less long-term contracted
$CRWV - Long-term contracted, no benefit.
$IREN- who the fk cares, it's a scam↗
Mar 23
KaizenInvestor — This really is a great listen. Here are some of my key takeaways:
$CRWV CEO - Michael Intrator:
- on the longevity of GPU shelf life: “The concept that a GPU is no longer relevan…↗
Mar 23
Dustin — $CRWV Still weak on the year. No real strength in either direction at the moment. At least the month had some strength up. Will reset in April. https://t.co/bOQII3noSB↗
Mar 22
Mike Investing — This kind of pullback within the markets is exactly how generational wealth is made.
Instead of panicking, you should be taking advantage of the dip, & loading these 8 names:
1.…↗
Mar 21
mon — going from generative to reasoning requires about 100x more compute, and going from reasoning to agentic is another 100x. That puts total compute demand up roughly 10,000x in just…↗
Mar 19
Michael Sikand 🦑 — This GTC panel had the TOP brass in AI networking.
SVPs from $NVDA, $META, $CRWV, $MSFT
Takeaway: Co-Packaged Optics is the holy grail and the "biggest" shift over 5 years.
I th…↗
Mar 18
Kevin Maro — @owoNine Bought $CRWV puts maybe! $CRWV will just go bankrupt from defaulted loans in 2027.↗
Mar 17
Kevin Maro — @CaesarCapitalz 🤣🤣🤣🤣 the only good news is it's bringing $CRWV and $IREN down too↗
Mar 17
mon — $NVDA The entire tech world, from big names like OpenAI/Anthropic to young startups, feels like they could grow revenue and their AI "if they could just get more capacity" Huang.…↗
Mar 17
Dustin — $CRWV People will soon realize the difference between $CRWV and $NBIS https://t.co/mPfb7Px3Es↗
Mar 16
Daave “3 and 30” Tepper — Meta and Nebius deepening
Nebius on track to effectively become an IG borrower to fund capex for non-IG AI services
Built different than coreweave
$nbis $crwv
https://t.co/4X…↗
Mar 16
mon — 🚨: $NBIS +14% signs new AI infrastructure agreement with $META.
Total contract worth up to $27bn. 👏
Pre-market:
$IREN +6%
$CIFR +5%
$CRWV +6%
Great news.
Very positive to the…↗
Mar 12
Kuppy — If $CRWV doesn’t start buying $OWL stock, funded by cheap $NVDA loans, things are gonna unwind…🤣↗
Mar 12
Dustin — $CRWV $NBIS $IREN Jump as Oracle Earnings Ignite AI Cloud Infrastructure Rally
AI cloud infrastructure companies surged Wednesday, with NBIS jumping more than 17%, CRWV rising ab…↗
Mar 11
Daave “3 and 30” Tepper — interesting
$nvda could build their own open source models and serve on $crwv and $nbis since a) they have interests and b) their hyperscale clients admonish them building their o…↗
Mar 11
Michael Sikand 🦑 — The Neocloud winner was already obvious based on their CEOs.
$IREN Aussie banker bro backtracking from BTC.
$CRWV Gas trader turned ETH miner who got wiped + then had spare GPUs…↗
Mar 11
KaizenInvestor — @LandoInvests I trust $NBIS more than $CRWV to be honest. Trust them to be up and running by 2030.↗
Mar 11
The Future Investors — 🔵 𝗟𝗮𝘆𝗲𝗿 𝟯: 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
AI runs inside massive data centers.
These systems connect, cool, and power thousands of chips.
Key companies:
$VRT | Vertiv
$ANET…↗
Mar 10
mon — $ORCL - "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have r…↗
Mar 3
Mike Investing — $NVDA isn’t just building chips, but rather buying the entire AI stack…
Below are some of Nividia’s most notable investments:
~ $5B in $INTC (Intel)
~ $2B in $CRWV (CoreWeave)
~…↗
Mar 1
Mike Investing — These 8 stocks lead in terms of highest projected revenue growth for 2026:
1. $NBIS | +540%
2. $ASTS | +278%
2. $CRWV | +140%
4. $IREN | +128%
5. $PLTR | +61%
6. $NVDA | +58%
7. $…↗
Mar 1
Dustin — $IREN surprisingly btc is running hot over weekend after news of iran leaders death. While Monday is expected to be volatile….just feels like a green day scenario is now a possibil…↗
mon — $IREN, $CIFR, $CRWV & $NBIS
The Trump administration has been pushing a policy where hyperscalers must bear the cost of powering their AI data centers themselves, rather than pass…↗
Kevin Maro — @HyperAICapital Lmaooo no one cares about $CRWV outside how it effects $NBIS stock↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
Feb 20
mon — Fake news again.
$CRWV CEO told CNBC that the data center in question is “fully funded, financed, and on schedule.”↗
Feb 20
mon — $CRWV dropped 12% after lenders reportedly passed on financing a $4 billion Blue Owl data center project in Pennsylvania, citing concerns around CoreWeave’s credit profile.
In a b…↗
Vulture trades 🦅 — I found the next $CRCL IPO
Mark my words…
I found the next $CRWV $CRCL $MDLN type play
1000x ipo play. Fully under the radar
Like + comment “ipo” and ill send it to you
(M…↗
Feb 9
mon — Anthropic is quietly laying the groundwork for one of the largest AI infrastructure expansions to date, with internal plans to secure up to 10 gigawatts of computing power.
Very b…↗
Feb 9
mon — Intraday Performance:
$IREN +3.83% to +12.36%
$CIFR +7.26% to +14.46%
$NBIS +4.09% to +8.54%
$CRWV +5.33% to +7.75%
$WULF +11.51% to +17.11%
IREN had the best intraday performance…↗
Feb 9
mon — Great start to the day for AI data center stocks.
$IREN +3.83%
$CIFR +7.26%
$NBIS +4.09%
$CRWV +5.33%
$WULF +11.51%
WULF is leading the way.
NBIS earnings this week. https://t.co…↗
Feb 7
Mike Investing — These 8 picks are going to create millionaires heading into 2027:
1. Rocket Labs ~ $RKLB
2. ServiceNow ~ $NOW
3. AST SpaceMobile ~ $ASTS
4. Ishares Bitcoin ~ $IBIT
5. CoreWeave ~…↗
Feb 6
Mike Investing — Yesterday was your opportunity to take advantage of the pullback like said.
These 8 names are seeing notable upside take place today:
$CRWV +22%
$NBIS +18%
$ONDS +12%
$LUNR +16%…↗
Feb 6
mon — Data center stocks are on fire today. 💥
$IREN +7.49%
$CIFR +14.12%
$NBIS +14.93%
$CRWV +18.14%
Very happy to see IREN recover from -25% After Hours yesterday to +7.49% today. ht…↗
Feb 5
Mike Investing — This current market pullback has now officially entered April 2025 levels in terms of downside in growth stocks…
$BMNR -73%
$IONQ -65%
$ONDS -53%
$IREN -39%
$CIFR -56%
$ASTS -31%…↗
Feb 5
Puru Saxena — Jeff Bezos doesn't see data centres in space for at least 10 years. Until then, the hyperscalers + neoclouds will have to do the heavy lifting.
$AMZN $CRWV $GOOG $MSFT $NBIS $ORCL…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
Mike Investing — It only takes a few solid picks to become a multimillionaire in 2026…
Here are the top 10 picks for this year that can fulfill that potential:
1. Ondas Holdings ~ $ONDS
2. AST Sp…↗
Jan 27
mon — What an incredible day. 🤯
- $IREN hit $60. Ended the day at $59.99.
- $CIFR +13.55% $NBIS +7.01% & $CRWV +10.71%.
- Not bad across the AI data center stocks.
- $NUAI +19.87%.…↗
Jan 27
Puru Saxena — Inference is exploding!
Previously, Dell forecast that inference would drive 1 quadrillion tokens by '28. Today, we've already reached 57 quadrillion.
Inference already accounts…↗
Jan 27
Puru Saxena — NVIDIA invests $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share. The investment reflects NVIDIA’s confidence in CoreWeave’s business, team and g…↗
Jan 26
mon — Spending on data centers has TRIPLED since the ChatGPT launch in November 2022.
$IREN, $CIFR, $NBIS & $CRWV. 👀↗
Jan 26
mon — $NVDA invests $2bn in $CRWV.
NVDA CEO - "CoreWeave’s deep AI factory expertise, platform software and unmatched execution velocity are recognised across the industry."
Bullish f…↗
Jan 26
JC Investing — CoreWeave up almost 13%
Nvidia announced they’re investing $2B into CoreWeave
$CRWV https://t.co/gHAWEdnEUf↗
Jan 26
The Future Investors — $NVDA $CRWV Nvidia and CoreWeave expanded their partnership to accelerate the buildout of 5+ gigawatts of AI factories by 2030 ⚡🏭
Nvidia will invest $2B in CoreWeave, while CoreW…↗
Jan 26
Lawrence McDonald — $CRWV Coreweave
Equity Market Cap: $47B
Cash: $2B
Debt $19B
*$8B debt comes due 2029-2031.↗
Jan 26
Lawrence McDonald — *NVIDIA INVESTS $2B IN COREWEAVE CLASS A COMMON STOCK - Bloomberg
$CRWV FCF (Deep Red Free Cash Flow, or incineration)
2026: -$18.7B
2025: -$11.4B
2024: -$5.9B
2023: -$1.1B
*CRW…↗
Jan 24
mon — Bullish for the entire sector.
$IREN, $CIFR, $NBIS & $CRWV.↗
Jan 24
Daave “3 and 30” Tepper — value of tokens rising faster than tsmc can produce chips and datacenters can bring them online
$nbis $crwv interesting trading vehicles if they can bring capacity online
Nebiu…↗
Jan 24
Mike Investing — These 12 growth stocks lead in terms of 2026 projected revenue growth:
- $NBIS +441%
- $ASTS +350%
- $EOSE +200%
- $CRWV +135%
- $IREN +125%
- $MU +98%
- $CIFR +55%
- $OKLO +53%
-…↗
Jan 23
mon — $IREN has clearly split off from the group.
+8.65%. 🟢
$CIFR, $NBIS & $CRWV are clustered together, while IREN broke higher and is leading by a wide margin, up 8.65%. https:/…↗
Jan 21
Puru Saxena — GPU depreciation cycles holding at 5-6 years despite new generation GPUs coming to market on a 1-2 year cadence.
In Q3 '25, $CRWV renewed a H100 contract ~5% of its original pr…↗
Jan 20
mon — Notice the divergence. 🧐
$IREN & $CIFR recovering very well.
$NBIS & $CRWV starting to recover. https://t.co/6KIhWbSMeJ↗
Jan 20
mon — We could see green by the end of the day. 🧐
Nice recovery from the overnight/pre-market price.
I believe IREN was down 10% overnight.
$IREN, $CIFR, $NBIS & $CRWV https://…↗
Jan 20
mon — Market is open and $IREN is holding up better than $CRWV, $NBIS, and $CIFR.
IREN: -6.09%
CIFR: -7.37%
NBIS: -7.34%
CRWV: -7.32%
Let’s see how the day plays out. https://t.co/PV8M…↗
Jan 17
Mike Investing — Over the last few months my callouts have created many millionaires.
Many doubted me on…
$TSLA at $210 & ran to $499+
$IREN at $33 & ran to $59+
$ASTS at $35 & ran to $120+
$RKLB…↗
Jan 16
mon — What a great day. 💥
- $IREN smashed it. +11%.
- Outperformed the next 4 popular AI stocks.
- $NBIS +4%, $CIFR +7%, $CRWV +6%, $WULF 🟢
- $ONDS started of great but ended the day r…↗
Jan 16
mon — Market cap comparison:
> $IREN: ~$19B
> $NBIS: ~$27B
> $CRWV: ~$50B
Only a matter of time. 🧐↗
Jan 14
mon — Not a good start.
- Supreme Court will not issue a ruling on President Trump's tariffs today.
- Bitcoin rises above $97,000.
- Silver reaches new all-time high.
- Trump still wan…↗
Jan 13
mon — The divergence is starting to show now. $CRWV and $NBIS ended the day in the red, while $IREN, $CIFR, and $WULF closed green, and it’s pretty easy to see the split when you line th…↗
Jan 13
mon — Great day today.
Data-center stocks performed exceptionally well today.
- $IREN +9.34%, ended the day above $50.
- $NBIS +9.60% l $CRWV +12.22% I $CIFR 6.31%.
Meta just valida…↗
Jan 12
mon — Biggest news of the day for AI infrastructure stocks.
$IREN, $NBIS, $CIFR, and $CRWV.
Mark Zuckerberg announced Meta Compute and said Meta plans to build tens of gigawatts this d…↗
Jan 12
mon — $IREN +3.19%. I’m expecting the week to be very volatile. Expectations are very high.
$CRWV - Goldman Sachs initiated coverage and set a price target of $86. The stock is up 8%.…↗
Jan 8
mon — The data center stocks opened strong, pushed higher through mid-day, and held on for most of the day.
$IREN: +6.59% → +4.60%
$CIFR: +2.39% → +2.89%
$NBIS: +4.55% → +1.09%
$CRWV:…↗
Jan 8
mon — AI data centers are expected to quadruple electricity demand over the next decade.
$IREN, $CIFR, $NBIS, $CRWV https://t.co/BtGACslH85↗
Jan 7
mon — At the open, all 5 names sold off together.
By mid-day, you could start to see the divergence. CRWV actually had a pretty good day relative to the rest.
$IREN −1.87% ▶ −4.73%
$CI…↗
Jan 7
mon — 🚨 "We wish we had more energy." - Jensen Huang
AI scales on electricity, and right now that’s still the main bottleneck.
$IREN, $NBIS, $CIFR, $CRWV↗
Jan 6
mon — What a recovery. 🧐
$NBIS +0.60% ▶ +7.07%
$CRWV −1.69% ▶ +1.18%
$CIFR −4.65% ▶ −2.62%
$WULF −6.28% ▶ −2.68%
$IREN −6.56% ▶ −4.91%
Before and after. 👇 https://t.co/JTDemJRoSt↗
Jan 5
mon — Great start to the day for data center stocks.
$CIFR +6.88%
$IREN +5.91%
$WULF +5.30%
$NBUS +1.72%
$CRWV +1.44% https://t.co/uadGrKCGsy↗
Jan 4
Mike Investing — These 5 sectors are going to lead the markets in 2026, and should be your primary focus…
1. Space ~ $ASTS, $RKLB, $PL
2. AI Infrastructure ~ $NBIS, $IREN, $CRWV
3. AI chips & Te…↗
Dustin — $CRWV while today’s run was amazing, just to put it in perspective, it was around $90 last week. So it hasn’t even made up to last weeks price which was already ridiculously low. H…↗
Dylan Patel — Our team is so cracked
Jeremie, Nick, Doug, Wei put out a banger piece on OpenAI's Abeline Texas Stargate delay 2 weeks ago
We called the -11.5% move in $ORCL stock today
We also c…↗
Lawrence McDonald — These CoreWeave $CRWV guys need to do a convert (raise capital by selling a convertible bond) like yesterday. Their insane capex (data center overdosing, spending) puts FCF (free c…↗
Nov 14
The Future Investors — The Neo Clouds are getting hammered 😱🩸
Massive drops from their ATH's 📉👇
$CRWV –60%
$NBIS –40%
$IREN –41%
$APLD –47%
Which one has the best long-term upside from here? Choos…↗
Nov 11
Ray Wang — Important. Nice post by @firstadopter
$CRWV CEO Michael Intrator tells me A100s are sold out across the space. He says when a large cluster of H100s came off contract, they were…↗
Nov 8
The Future Investors — After a volatile week, here’s what’s coming up next in earnings 📊
Monday: $CRWV, $ASTS, $B
Tuesday: $NBIS, $SE
Thursday: $DIS, $NU
Which earnings are you most excited for next w…↗
The Future Investors — $CRWV $CRWD CrowdStrike and CoreWeave join forces to build a secure AI cloud for the next generation of intelligent systems, combining CoreWeave’s AI power with CrowdStrike’s cyber…↗
Nov 1
Zephyr — CoreWeave $CRWV has done a pretty good job of bolstering its cloud offerings
They have made 4 solid acquisitions this year: Weights & Biases, OpenPipe, Marimo, MonolithAI
The…↗
Nov 1
Raging Capital Ventures — Who’s Fabulous in 2025? $CRWV $IREN $APLD $PLTR $RGTI $QBTS $BE $CRDO $MSTR $OPEN ??↗
— CoreWeave's IPO almost never happened.
But when it did, its CEO got richer than Robert Kraft.
This is the story of how 3 oil traders accidentally stockpiled billions worth of Nvi…
— Deutsche buy thesis on $CRWV:
" Spending intentions being signaled by those in industry and the scale of some of the recent contract announcements make demand for AI infrastruct…
Kerrisdale Capital — 80%+ margins, zero cost of equity, and residuals on 5-year-old GPUs. A former $CRWV engineer called it “utopian.” These numbers exist for one reason: to distract from unit economic…↗
Sep 15
Kerrisdale Capital — $CRWV is boxed in with biz model that revolves around hyperscalers signing multi-year deals to backstop expensive debt. That keeps it out of the mid-market, kills flexibility, and…↗
Sep 15
Kerrisdale Capital — $CRWV shareholders only benefit from whatever’s left when the chips are no longer under long term contract. Nvidia’s annual cadence means today’s GPUs are obsolete not too long aft…↗
Sep 15
Kerrisdale Capital — Growth means nothing if returns don’t cover the cost of capital. For $CRWV, they don’t even come close. Every dollar borrowed to spend on GPUs and leasing datacenters just deepens…↗
Sep 15
Kerrisdale Capital — Stock is up 30% since last week’s $MSFT–$NBIS deal and $ORCL’s all OpenAI backlog surprise. Bulls are missing the full story: $CRWV anchor customers are signing bigger deals elsewh…↗
Sep 15
Kerrisdale Capital — We're short $CRWV. Report at https://t.co/sqX8rDCkf6. $CRWV has shot to a $75B valuation on technicals and hype, but strip away the noise and it’s just a levered GPU rental shop wi…↗