$CoreWeave, Inc.(CRWV)$ AI compute price hikes of around 25% seem to be sticking, with no demand destruction reported. Contribution margins on new deals are 5 to 10 percentage points higher. Capacity is effectively sold out, and CRWV energized roughly 450 MW last quarter, more than double its nearest competitor. Analysts have been revising targets upward, with JPMorgan at $120, Cantor at $176, and Rosenblatt at $250. That creates a supportive sentiment floor.
$CoreWeave, Inc.(CRWV)$ CRWV always wins. No stress, no actual losses — just my own opinion and my own experience so far. Here's a look at the ROI from IPO to today, and out to some 2030 targets. From the $40 IPO price, the stock is at $106.29 today. That's a return of 165.7%. If CRWV reaches $700 by 2030, the ROI from the IPO would be 1650%. If it hits $1000 by 2030, that would be 2400%. So if you bought at the $40 IPO and just held, you'd be up 165.7% right now. From there, the path to $700 or $1000 by 2030 would take the total return to 1650% or 2400% — a progression from 2.66x today to 17x or 25x depending on where the stock lands.
$SPDR S&P 500 ETF Trust(SPY)$ SPY call wall shifted to 780 from 775, nice. QQQ is already on fire and seems set for a steeper upside, with SNDK, SOXL, and SOXX likely helping push it along.