$CoreWeave, Inc.(CRWV)$ Seagate crushed earnings due to surging demand from AI datacenters. This is a strong tailwind for CoreWeave. The OpenAI panic has nothing to do with CoreWeave.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ As long as Trump doesn't do anything really stupid, and they keep building data centers—which is creating insane demand for semiconductors from all sorts of companies—this one's a hold. It's a diversified 3x bull ETF, so it kind of resists logical profit-taking reasoning.
$CoreWeave, Inc.(CRWV)$ Strong finish today and finally broke past 120. The next level is to break 125 and hold that. Things look very promising, especially with earnings in a couple of weeks and most likely strong guidance given the $80+ billion backlog and more deals on the way.
$CoreWeave, Inc.(CRWV)$ Vast data is valued at about 30 billion for 2-3 billion in revenue today... Think about it: Coreweave is expected to do 13-14 billion this year and 23-30 billion next year. Both Nebius and Vast are valued at much higher multiples, so based on that, this should be 220-250 right now.
$SanDisk Corp.(SNDK)$ This stock, everyone's been saying it topped out at $250, but it's held the $900 line so well. Honestly, just one catalyst is all it needs to rocket to $1200.
$CoreWeave, Inc.(CRWV)$ Revenue backlog estimates currently range from $66.8B to $90B+, depending on the analyst's methodology. CoreWeave continues to expand its financing capacity: $3.5B in convertible notes, $1.75B in senior notes, and an $8.5B GPU-backed facility. These moves reinforce its ability to fund over $30B in capex for 2026. Bullish. The stock at $300, and then the path looks more open.