$CoreWeave, Inc.(CRWV)$ I did some research on Meta's need for CRWV. It seems Meta will keep expanding its CRWV contract from here. Here's why: Meta is launching AI tools for all its 3B+ users, not just developers or early testers. The rollout is already underway across Meta's entire ecosystem, with a standalone app expanding access even further.
$SanDisk Corp.(SNDK)$ Wall Street appears positioned for all AI stocks to decline, under the assumption the trade is over. I don't quite share that view. I tend to think they could face significant losses as AI stocks move considerably higher.