To The Moon

As someone who's generally long-term bullish on CoreWeave $CoreWeave, Inc.(CRWV)$   and Nebius $NEBIUS(NBIS)$  , I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta $Meta Platforms, Inc.(META)$  —quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures.

When it comes to the first question—can NVIDIA's $NVIDIA Corp(NVDA)$   rally extend even further?—I think it's possible, given their dominant position in GPUs and the ongoing demand for AI computing power. However, as a long-term investor, I'm more focused on how companies like CoreWeave and Nebius can ride this wave. NVIDIA's success is partly due to the ecosystem it supports, and I see CoreWeave's massive deal as evidence that they're well-positioned to benefit from that momentum. Their growth could complement NVIDIA's rise rather than compete directly.

The second question asks if CoreWeave or Nebius can outperform NVIDIA as it hits new highs. While NVIDIA's scale and innovation are hard to match, I'm inclined to believe that CoreWeave, with its strategic partnerships, and Nebius, with its steady gains, have room to shine in their own right. I'm particularly impressed by CoreWeave's ability to secure such a significant deal, which could propel it ahead in the long term. Nebius, too, shows promise, and I see both as undervalued players that could outpace expectations over time, even if they don't surpass NVIDIA's overall market dominance.

As for the best choice to catch NVIDIA's wave, I'd lean toward CoreWeave given its recent performance and the Meta deal, which could open more doors in the future. That said, I'm also keeping an eye on Nebius for its consistent growth and potential in the AI infrastructure market. My long-term bullish stance on both leads me to think diversifying across these two could be a smart play to capitalize on the sector's upward trend. It's less about picking one winner and more about betting on the ecosystem NVIDIA is driving, where I believe both companies will thrive.

Overall, I'm encouraged by the current market dynamics and see this as a great opportunity to hold onto my investments in CoreWeave and Nebius. While I can't predict short-term fluctuations, my confidence in their long-term potential remains strong, especially as they align with the AI revolution NVIDIA is leading. 

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

@Tiger_comments  @TigerStars  @MillionaireTiger  $NEBIUS(NBIS)$