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CoreWeave plunges 13% in a single day as HPC and emerging cloud-computing stocks collectively weaken; the trigger is Meta’s latest moves.
The market’s core concern is actually quite simple: once hyperscale customers start re-evaluating the pacing of their AI compute spending, “new cloud” vendors that are highly dependent on orders from a single major customer will see their valuation logic re-priced almost instantly. Companies like CoreWeave were treated as pure AI infrastructure Beta over the past year—but now they must face the realities of customer concentration and the capital-expenditure payback cycle.
What’s worth noting is that this round of adjustment is not only emotional. The entire HPC sector is moving down with it, suggesting the market is putting a question mark—at least in the near-term—on the narrative that “AI compute will never be enough.”
For the crypto industry, this signal is far from trivial. The DePIN and decentralized compute tracks have long used the high premium valuation of centralized GPU cloud services as their reference anchor. If traditional cloud valuations continue to loosen, the narrative support for on-chain compute projects could also be shaken.
Points to watch in the short term: Meta’s subsequent capital expenditure guidance, whether other cloud providers follow suit with adjustments, and how the secondary market re-prices the “AI infrastructure” label.
#AI算力 #CoreWeave #DePIN
The market’s core concern is actually quite simple: once hyperscale customers start re-evaluating the pacing of their AI compute spending, “new cloud” vendors that are highly dependent on orders from a single major customer will see their valuation logic re-priced almost instantly. Companies like CoreWeave were treated as pure AI infrastructure Beta over the past year—but now they must face the realities of customer concentration and the capital-expenditure payback cycle.
What’s worth noting is that this round of adjustment is not only emotional. The entire HPC sector is moving down with it, suggesting the market is putting a question mark—at least in the near-term—on the narrative that “AI compute will never be enough.”
For the crypto industry, this signal is far from trivial. The DePIN and decentralized compute tracks have long used the high premium valuation of centralized GPU cloud services as their reference anchor. If traditional cloud valuations continue to loosen, the narrative support for on-chain compute projects could also be shaken.
Points to watch in the short term: Meta’s subsequent capital expenditure guidance, whether other cloud providers follow suit with adjustments, and how the secondary market re-prices the “AI infrastructure” label.
#AI算力 #CoreWeave #DePIN
CoreWeave single-day plunge of 13% as HPC and “new cloud” concept stocks collectively weaken; the trigger was a piece of related information reported by Meta.
There are a few signals worth noting in this pullback:
1. “Buyer/tenant-side risk” in the AI compute narrative is beginning to surface. Cloud vendors like CoreWeave rely heavily on the capital-expenditure cadence of top-tier customers. As soon as Meta or Microsoft shows signs of slowing or negotiating harder, valuations will be repriced.
2. In the prior rally of the HPC sector, there were too many assumptions of “perpetual expansion.” Once a hyperscale customer’s compute procurement shifts from scrambling to more precise calculation, intermediaries’ gross margin headroom will be clearly squeezed.
3. Don’t ignore the mapping to the crypto market either. On-chain compute narratives, DePIN, and AI tokens previously rode the tailwind of GPU shortages to a large extent. Now it’s time to reassess: if supply on the traditional HPC side starts to loosen, how long can the compute premium on the crypto side hold up?
In the short term, this looks like an emotion-driven selloff; in the medium term, it’s a turning point for AI infrastructure moving from being “story-driven” to “cash-flow-driven.” Those who can keep up with earnings stay; those trading on valuation narratives get cleared out.
#AI算力 #HPC #CoreWeave
There are a few signals worth noting in this pullback:
1. “Buyer/tenant-side risk” in the AI compute narrative is beginning to surface. Cloud vendors like CoreWeave rely heavily on the capital-expenditure cadence of top-tier customers. As soon as Meta or Microsoft shows signs of slowing or negotiating harder, valuations will be repriced.
2. In the prior rally of the HPC sector, there were too many assumptions of “perpetual expansion.” Once a hyperscale customer’s compute procurement shifts from scrambling to more precise calculation, intermediaries’ gross margin headroom will be clearly squeezed.
3. Don’t ignore the mapping to the crypto market either. On-chain compute narratives, DePIN, and AI tokens previously rode the tailwind of GPU shortages to a large extent. Now it’s time to reassess: if supply on the traditional HPC side starts to loosen, how long can the compute premium on the crypto side hold up?
In the short term, this looks like an emotion-driven selloff; in the medium term, it’s a turning point for AI infrastructure moving from being “story-driven” to “cash-flow-driven.” Those who can keep up with earnings stay; those trading on valuation narratives get cleared out.
#AI算力 #HPC #CoreWeave
CoreWeave plunges 13% in a single day; HPC and new cloud concept stocks slide together, with Meta’s announcement as the trigger.
What is the market worried about? If the procurement pace for AI compute by ultra-large customers slows down, or the proportion of in-house buildouts rises, then those “new cloud” players betting on “selling shovels to the giants” will be directly exposed to concentration risk—CoreWeave’s revenue is highly dependent on large customers like Microsoft and Meta, so any small change can be amplified.
It’s worth noting that this is not just a problem for CoreWeave alone, but a stress test of the valuation logic across the entire AI infrastructure space. Early on, the market treated “compute shortage” as a perpetual narrative; however, the risks—customer concentration, the sustainability of long-term contracts, and depreciation pressure—are issues that can’t be avoided.
The mapping to the crypto market is also worth关注: The DePIN and decentralized compute narratives are essentially the same industry chain as new cloud, just with different competitive positions. If traditional HPC concept stocks start to be repriced, the valuation anchor for distributed compute could loosen as well. Near term, sentiment is likely to take pressure, but in the medium to long term, the decentralised supply’s advantage in resisting concentration may stand out.
The risk isn’t that AI demand disappears, but that not everyone can secure that demand.
#AI #DePIN #CoreWeave
What is the market worried about? If the procurement pace for AI compute by ultra-large customers slows down, or the proportion of in-house buildouts rises, then those “new cloud” players betting on “selling shovels to the giants” will be directly exposed to concentration risk—CoreWeave’s revenue is highly dependent on large customers like Microsoft and Meta, so any small change can be amplified.
It’s worth noting that this is not just a problem for CoreWeave alone, but a stress test of the valuation logic across the entire AI infrastructure space. Early on, the market treated “compute shortage” as a perpetual narrative; however, the risks—customer concentration, the sustainability of long-term contracts, and depreciation pressure—are issues that can’t be avoided.
The mapping to the crypto market is also worth关注: The DePIN and decentralized compute narratives are essentially the same industry chain as new cloud, just with different competitive positions. If traditional HPC concept stocks start to be repriced, the valuation anchor for distributed compute could loosen as well. Near term, sentiment is likely to take pressure, but in the medium to long term, the decentralised supply’s advantage in resisting concentration may stand out.
The risk isn’t that AI demand disappears, but that not everyone can secure that demand.
#AI #DePIN #CoreWeave
CoreWeave plunges 13% in a single day. HPC and new cloud concept stocks all tumble together, with the trigger being a message reported by Meta.
The shift in market sentiment is worth watching: over the past year, this group of “shovel sellers” was hyped to the sky, with valuations already pricing in overly optimistic expectations for AI capex. Once any sign of trouble appears at large clients—such as Meta’s in-house chip development or adjustments to order pacing—the vulnerabilities of a business model that is overly concentrated are immediately exposed.
CoreWeave’s revenue is highly dependent on a small number of ultra-large customers. This binding is both its moat and its sword of Damocles. By comparison, while the on-chain AI computing narrative is still very early, the logic of decentralized distribution may better hedge the risk of relying on a single customer.
In the short term, the pullback in the AI hardware sector may only be just beginning. Ahead of the Q4 earnings season, it is advisable to reduce positions and pay attention to metrics on customer concentration. The linked effect across the crypto market’s AI segment also needs attention—short-term sentiment around computing tokens like $TAO $RENDER can spread easily.
#AI #CoreWeave #算力
The shift in market sentiment is worth watching: over the past year, this group of “shovel sellers” was hyped to the sky, with valuations already pricing in overly optimistic expectations for AI capex. Once any sign of trouble appears at large clients—such as Meta’s in-house chip development or adjustments to order pacing—the vulnerabilities of a business model that is overly concentrated are immediately exposed.
CoreWeave’s revenue is highly dependent on a small number of ultra-large customers. This binding is both its moat and its sword of Damocles. By comparison, while the on-chain AI computing narrative is still very early, the logic of decentralized distribution may better hedge the risk of relying on a single customer.
In the short term, the pullback in the AI hardware sector may only be just beginning. Ahead of the Q4 earnings season, it is advisable to reduce positions and pay attention to metrics on customer concentration. The linked effect across the crypto market’s AI segment also needs attention—short-term sentiment around computing tokens like $TAO $RENDER can spread easily.
#AI #CoreWeave #算力
CoreWeave drops 13% and stocks tied to HPC and new cloud services slide across the board. The trigger was Meta’s news flow— the market has started to reassess the valuation logic behind the AI compute rental space.
Personal view: this pullback may not be a bad thing. Over the past year, as long as a stock picked up an "AI cloud" label, capital would bid it up aggressively, but the timing of the conversion into real cash flows has been much slower than the stock price. When the giants send signals about building in-house or negotiating pricing, the intermediaries’ room for premium markup gets squeezed.
The mapping to the crypto market is also worth watching: the on-chain compute and decentralized GPU rental narrative has previously tracked the strength of traditional HPC stocks, and in the short term sentiment will likely face pressure. But looking further out, if traditional cloud pricing power is indeed weakened, decentralized compute gains another window for differentiation.
Don’t chase the highs, don’t catch falling knives—wait until the structure becomes clearer.
#CoreWeave #AI算力 #HPC
Personal view: this pullback may not be a bad thing. Over the past year, as long as a stock picked up an "AI cloud" label, capital would bid it up aggressively, but the timing of the conversion into real cash flows has been much slower than the stock price. When the giants send signals about building in-house or negotiating pricing, the intermediaries’ room for premium markup gets squeezed.
The mapping to the crypto market is also worth watching: the on-chain compute and decentralized GPU rental narrative has previously tracked the strength of traditional HPC stocks, and in the short term sentiment will likely face pressure. But looking further out, if traditional cloud pricing power is indeed weakened, decentralized compute gains another window for differentiation.
Don’t chase the highs, don’t catch falling knives—wait until the structure becomes clearer.
#CoreWeave #AI算力 #HPC
CoreWeave suffers a sharp one-day drop of 13%, with HPC and emerging cloud computing concept stocks collectively weakening.
The trigger is Meta’s latest move—market commentary suggests that the pace of super-large customer compute procurement may slow down, directly hitting a batch of stocks built around the “AI compute leasing” narrative.
A few points worth noting:
First, the valuations of companies like CoreWeave heavily depend on the certainty of long-term compute orders; once major customers send any adjustment signals, the sensitivity is extremely high.
Second, HPC concept stocks had already posted solid gains and built up profit-taking positions, and the Meta-related news became the catalyst for concentrated realization.
Third, it’s important to distinguish between “slower capital expenditures” and “reallocation of capital expenditures”—if it’s the latter, the pressure would be concentrated more on the lessors rather than on upstream compute supply.
The mapping to the crypto market is also worth watching: the AI compute narrative has long been the shared intersection of Web2 and Web3. If traditional AI cloud valuations are reassessed, the pricing logic of the decentralized compute race may also be passively reexamined.
In the short term, sentiment is bearish, but the real turning point will still depend on when Meta’s subsequent capital expenditure guidance is put into effect.
#CoreWeave #AI算力 #HPC
The trigger is Meta’s latest move—market commentary suggests that the pace of super-large customer compute procurement may slow down, directly hitting a batch of stocks built around the “AI compute leasing” narrative.
A few points worth noting:
First, the valuations of companies like CoreWeave heavily depend on the certainty of long-term compute orders; once major customers send any adjustment signals, the sensitivity is extremely high.
Second, HPC concept stocks had already posted solid gains and built up profit-taking positions, and the Meta-related news became the catalyst for concentrated realization.
Third, it’s important to distinguish between “slower capital expenditures” and “reallocation of capital expenditures”—if it’s the latter, the pressure would be concentrated more on the lessors rather than on upstream compute supply.
The mapping to the crypto market is also worth watching: the AI compute narrative has long been the shared intersection of Web2 and Web3. If traditional AI cloud valuations are reassessed, the pricing logic of the decentralized compute race may also be passively reexamined.
In the short term, sentiment is bearish, but the real turning point will still depend on when Meta’s subsequent capital expenditure guidance is put into effect.
#CoreWeave #AI算力 #HPC
CoreWeave plunges 13% in a single night—HPC and new cloud concept stocks all weaken together, with the trigger being related news from Meta.
The market’s pricing of the AI computing power narrative has started to loosen. Not long ago, investors chased these kinds of names to an extreme, with valuations already pricing in several years’ worth of future compute-demand expectations. Any piece of negative news would be amplified. What does Meta’s news indicate? Large-scale customers’ reliance on third-party GPU cloud services is not set in stone. If they build their own capacity or adjust their procurement timeline, the “water seller” story will be discounted.
The takeaway for the crypto space is equally clear: on-chain compute narratives and decentralized GPU projects previously also rode the same beta. If traditional HPC stocks begin to revert in valuation, the premium logic behind related tokens needs to be re-examined as well. Don’t treat the AI narrative as an invincibility card—cash flow and customer concentration are the real yardsticks.
In the short term, keep an eye on whether more ultra-large-scale vendors follow similar moves; this will determine whether this drop is an emotion-driven selloff or a logic-driven one.
#AI #HPC #CoreWeave
The market’s pricing of the AI computing power narrative has started to loosen. Not long ago, investors chased these kinds of names to an extreme, with valuations already pricing in several years’ worth of future compute-demand expectations. Any piece of negative news would be amplified. What does Meta’s news indicate? Large-scale customers’ reliance on third-party GPU cloud services is not set in stone. If they build their own capacity or adjust their procurement timeline, the “water seller” story will be discounted.
The takeaway for the crypto space is equally clear: on-chain compute narratives and decentralized GPU projects previously also rode the same beta. If traditional HPC stocks begin to revert in valuation, the premium logic behind related tokens needs to be re-examined as well. Don’t treat the AI narrative as an invincibility card—cash flow and customer concentration are the real yardsticks.
In the short term, keep an eye on whether more ultra-large-scale vendors follow similar moves; this will determine whether this drop is an emotion-driven selloff or a logic-driven one.
#AI #HPC #CoreWeave
CoreWeave fell 13% overnight. HPC and new cloud computing concept stocks all weakened together, and the trigger was Meta’s latest moves.
Market sentiment is straightforward: once signals emerge that the capex spending pace of ultra-large buyers is loosening, the entire “shovel-selling” logic gets repriced. CoreWeave’s power-leasing model—high leverage and heavily bound to a single customer—essentially uses debt to leverage long-term contracts from a small number of super customers. Once the narrative loosens, valuation sensitivity will be amplified in both directions.
A few points worth watching:
First, whether Meta is cutting orders or shifting toward building in-house / a diversified supply approach—these are entirely different in nature;
Second, the selloff in HPC concept stocks suggests the market’s concern isn’t just about CoreWeave as an individual, but about pricing power across the entire AI power-lease chain;
Third, whether this pullback will transmit to the on-chain AI narrative—especially projects anchored to the “decentralized compute” story. They may face short-term emotional pressure, but in the medium term could actually benefit from trust cracks in centralized compute.
Implications for the crypto market: the linkage between AI narratives and the US stock market’s AI sector is getting tighter. Don’t just watch coin prices—look at the financial reports and capital expenditure guidance from compute giants.
#AI #CoreWeave #算力
Market sentiment is straightforward: once signals emerge that the capex spending pace of ultra-large buyers is loosening, the entire “shovel-selling” logic gets repriced. CoreWeave’s power-leasing model—high leverage and heavily bound to a single customer—essentially uses debt to leverage long-term contracts from a small number of super customers. Once the narrative loosens, valuation sensitivity will be amplified in both directions.
A few points worth watching:
First, whether Meta is cutting orders or shifting toward building in-house / a diversified supply approach—these are entirely different in nature;
Second, the selloff in HPC concept stocks suggests the market’s concern isn’t just about CoreWeave as an individual, but about pricing power across the entire AI power-lease chain;
Third, whether this pullback will transmit to the on-chain AI narrative—especially projects anchored to the “decentralized compute” story. They may face short-term emotional pressure, but in the medium term could actually benefit from trust cracks in centralized compute.
Implications for the crypto market: the linkage between AI narratives and the US stock market’s AI sector is getting tighter. Don’t just watch coin prices—look at the financial reports and capital expenditure guidance from compute giants.
#AI #CoreWeave #算力
CoreWeave’s single-day plunge of 13%, weakness spreading across HPC and new cloud service concept stocks, and the trigger was a message reported by Meta.
The market’s main concern is actually very simple: once the biggest buyer of AI computing power begins to face doubts about the timing of capital expenditures, the valuation logic across the entire “shovel-seller” industry chain will be reassessed. Companies like CoreWeave—with high leverage and heavy dependence on major customers—are the first to be hit.
A few points worth noting:
1) The AI computing narrative has shifted from “mindless expansion” to a “verified ROI” phase, and customer concentration risk is being repriced;
2) The new cloud and HPC sector had surged too much earlier on, so any sign of trouble can easily trigger profit-taking;
3) This pullback is also a stress test for the AI+DePIN computing race in the crypto market. Whether on-chain compute projects can tell a differentiated story will determine whether they can break out into an independent trend.
In the short term, sentiment is cautious. However, if this is only a one-off disruption from Meta rather than an industry-wide turning point, oversold conditions could be an opportunity to position for quality targets.
#AI算力 #CoreWeave #DePIN
The market’s main concern is actually very simple: once the biggest buyer of AI computing power begins to face doubts about the timing of capital expenditures, the valuation logic across the entire “shovel-seller” industry chain will be reassessed. Companies like CoreWeave—with high leverage and heavy dependence on major customers—are the first to be hit.
A few points worth noting:
1) The AI computing narrative has shifted from “mindless expansion” to a “verified ROI” phase, and customer concentration risk is being repriced;
2) The new cloud and HPC sector had surged too much earlier on, so any sign of trouble can easily trigger profit-taking;
3) This pullback is also a stress test for the AI+DePIN computing race in the crypto market. Whether on-chain compute projects can tell a differentiated story will determine whether they can break out into an independent trend.
In the short term, sentiment is cautious. However, if this is only a one-off disruption from Meta rather than an industry-wide turning point, oversold conditions could be an opportunity to position for quality targets.
#AI算力 #CoreWeave #DePIN
CoreWeave plunges 13% in a single day, and HPC and new cloud concept stocks all weaken.
The trigger was a rumor coming from Meta—markets started to doubt whether hyperscale vendors’ pace of AI compute purchases is about to slow down. Once expectations for orders from top-tier customers are revised downward, those new cloud stocks whose valuations are propped up mainly by the “AI compute narrative” will have more room to pull back than people think.
My view: this selloff isn’t driven by fundamentals, but by the gap between expectations. CoreWeave’s revenue is highly concentrated among a handful of major customers. In a bull market, nobody talks about customer concentration risk—then the moment there’s a hint of trouble, they cash out in a concentrated way.
This is also not completely unrelated to the crypto market—sentiment in the AI+Crypto sector will, to some extent, transmit along this chain. In the short term, you can watch the capital flows into compute-related tokens. If pessimism from traditional markets spreads, targets like $TAO $RENDER may face pressure first.
#AI算力 #CoreWeave #New cloud stocks
The trigger was a rumor coming from Meta—markets started to doubt whether hyperscale vendors’ pace of AI compute purchases is about to slow down. Once expectations for orders from top-tier customers are revised downward, those new cloud stocks whose valuations are propped up mainly by the “AI compute narrative” will have more room to pull back than people think.
My view: this selloff isn’t driven by fundamentals, but by the gap between expectations. CoreWeave’s revenue is highly concentrated among a handful of major customers. In a bull market, nobody talks about customer concentration risk—then the moment there’s a hint of trouble, they cash out in a concentrated way.
This is also not completely unrelated to the crypto market—sentiment in the AI+Crypto sector will, to some extent, transmit along this chain. In the short term, you can watch the capital flows into compute-related tokens. If pessimism from traditional markets spreads, targets like $TAO $RENDER may face pressure first.
#AI算力 #CoreWeave #New cloud stocks
$CRWV on the 1-hour chart shows a strong V-shaped recovery after testing a local low near $95.00. The price has successfully reclaimed the psychological level of $100.00 and is showing strong bullish momentum with consecutive green candles leading up to $102.07. If buyers manage to maintain this pressure, the asset is highly likely to challenge the immediate resistance cluster around $104.00, opening the door for an extended upward move. However, if the price gets rejected at the current local resistance, a brief retest of the $100.00 support level can be expected before the next directional expansion.
Target 1: $103.80
Target 2: $106.00
Target 3: $108.50
#CRWV #CoreWeave #CryptoTrading
Target 1: $103.80
Target 2: $106.00
Target 3: $108.50
#CRWV #CoreWeave #CryptoTrading
$CRWV USDT — CoreWeave Momentum Cooling Down
CRWV is trading near 100.22 after a -6.77% decline. High-priced assets often attract large traders, and current price action suggests profit-taking after previous expansion.
Entry Zone: 97 – 101
Stop Loss: 91
Targets:
TP1: 108
TP2: 117
TP3: 128
Why traders are watching: • High liquidity and volatility
• Bounce zone forming near support
• Recovery possible if tech sector strengthens
• Momentum breakout above 105
#CRWV #CoreWeave #CryptoTrading #MarketWatch #bullish
CRWV is trading near 100.22 after a -6.77% decline. High-priced assets often attract large traders, and current price action suggests profit-taking after previous expansion.
Entry Zone: 97 – 101
Stop Loss: 91
Targets:
TP1: 108
TP2: 117
TP3: 128
Why traders are watching: • High liquidity and volatility
• Bounce zone forming near support
• Recovery possible if tech sector strengthens
• Momentum breakout above 105
#CRWV #CoreWeave #CryptoTrading #MarketWatch #bullish
$CRWV (CoreWeave)
So, we’re fresh off the Q1 earnings report. The conclusion is that it wasn’t particularly positive overall. On the bullish side, revenue came in higher than expected, but operating costs were also much higher, while debt and massive capex continue to be major risks for investors.
Long term, none of this is really a surprise - it was already known that the company is expected to show its first real profits around 2028. Right now, this is still a massive investment story, but also one backed by huge support from industry leaders (high risk, high reward).
A lot has changed on the chart too. That damn Gartley did exactly what it usually does (it’s the strongest harmonic pattern, and this was obviously the bearish version - I warned loyally).
So once again, the same scenario played out - a very strong correction immediately after earnings. The price is currently hovering around $111, which is below the entry from a few days ago.
I basically nailed the exit almost at the exact top at $137. Maybe I just got lucky, because the wise men of this world keep saying it’s impossible to perfectly time tops.
And that technical analysis is just astrology for men. They’re probably right.
And the most important part of this post - fundamentally, nothing has really changed regarding CoreWeave. I still want it in my portfolio on the risky assets side, but I’m not going to rush into buying again.
I’ll trust the same pattern that helped me decide to fully exit the position. And the pattern is simple - the previous two earnings reports both triggered 5-week corrections.
There should be plenty of time.
For now, I’ve set alerts in case the price drops below $100, and I’ll likely start scaling in somewhere around the $88 - $94 range.
Marked on the chart with the yellow box.
💙👽
#coreweave #GPU
So, we’re fresh off the Q1 earnings report. The conclusion is that it wasn’t particularly positive overall. On the bullish side, revenue came in higher than expected, but operating costs were also much higher, while debt and massive capex continue to be major risks for investors.
Long term, none of this is really a surprise - it was already known that the company is expected to show its first real profits around 2028. Right now, this is still a massive investment story, but also one backed by huge support from industry leaders (high risk, high reward).
A lot has changed on the chart too. That damn Gartley did exactly what it usually does (it’s the strongest harmonic pattern, and this was obviously the bearish version - I warned loyally).
So once again, the same scenario played out - a very strong correction immediately after earnings. The price is currently hovering around $111, which is below the entry from a few days ago.
I basically nailed the exit almost at the exact top at $137. Maybe I just got lucky, because the wise men of this world keep saying it’s impossible to perfectly time tops.
And that technical analysis is just astrology for men. They’re probably right.
And the most important part of this post - fundamentally, nothing has really changed regarding CoreWeave. I still want it in my portfolio on the risky assets side, but I’m not going to rush into buying again.
I’ll trust the same pattern that helped me decide to fully exit the position. And the pattern is simple - the previous two earnings reports both triggered 5-week corrections.
There should be plenty of time.
For now, I’ve set alerts in case the price drops below $100, and I’ll likely start scaling in somewhere around the $88 - $94 range.
Marked on the chart with the yellow box.
💙👽
#coreweave #GPU
Cold Blooded Charter
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Update: – $CRWV (CoreWeave)
So, first of all, this was a beautiful entry, 20% on these shares within a few days in position (from $114 to $137).
Secondly, I’m closing here and now, at $137.
The reason is simple, tomorrow evening is the quarterly earnings report and I really don’t like holding these kinds of crazy pumps into earnings.
The previous two earnings (November 10 and February 26) ended with major corrections immediately after release, the February one dropped from around $100 to $70.
It’s always hard to close something that’s pumping, but this feels like the logical move, it would be much worse to give back profits and drop below entry, even though I’m still interested in the asset. So now I’ll be looking for a correction.
That’s what insiders are also betting on, they’ve been selling, and that’s basically the key argument for me. Even management has been selling shares recently, so I don’t want to try to outsmart that.
20% realized, now I’m looking for lower prices. It’s important not to buy a shallow correction a day or two later, or even a week – these types of corrections tend to play out over multiple weeks, especially on assets like this.
Technically, there is still a potential Gartley, which in the past has cost me a lot almost every time I ignored it. It’s not confirmed yet, because there’s no rejection, but it lines up suspiciously well with the timing of the earnings report, so I’m taking what’s earned and looking for new entries.
Also, volume has been declining a few weeks after the double breakout from the wedge and double bottom, which is another reason for the exit.
👽💙
So, first of all, this was a beautiful entry, 20% on these shares within a few days in position (from $114 to $137).
Secondly, I’m closing here and now, at $137.
The reason is simple, tomorrow evening is the quarterly earnings report and I really don’t like holding these kinds of crazy pumps into earnings.
The previous two earnings (November 10 and February 26) ended with major corrections immediately after release, the February one dropped from around $100 to $70.
It’s always hard to close something that’s pumping, but this feels like the logical move, it would be much worse to give back profits and drop below entry, even though I’m still interested in the asset. So now I’ll be looking for a correction.
That’s what insiders are also betting on, they’ve been selling, and that’s basically the key argument for me. Even management has been selling shares recently, so I don’t want to try to outsmart that.
20% realized, now I’m looking for lower prices. It’s important not to buy a shallow correction a day or two later, or even a week – these types of corrections tend to play out over multiple weeks, especially on assets like this.
Technically, there is still a potential Gartley, which in the past has cost me a lot almost every time I ignored it. It’s not confirmed yet, because there’s no rejection, but it lines up suspiciously well with the timing of the earnings report, so I’m taking what’s earned and looking for new entries.
Also, volume has been declining a few weeks after the double breakout from the wedge and double bottom, which is another reason for the exit.
👽💙
Binance Futures is launching on #CRWVUSDT 18 May, adding CoreWeave to the list of new enterprise AI-assets. #CRWVUSDT #CoreWeave #BinanceFutures
CoreWeave is a rapidly growing American AI-cloud provider with a multi-billion dollar valuation, managing a massive NVIDIA GPU infrastructure for artificial intelligence, data centers, and enterprise AI. The company meets the largest demand for computing power in the booming global AI sector and is considered one of the key players in the new AI-infrastructure economy.
CoreWeave is a rapidly growing American AI-cloud provider with a multi-billion dollar valuation, managing a massive NVIDIA GPU infrastructure for artificial intelligence, data centers, and enterprise AI. The company meets the largest demand for computing power in the booming global AI sector and is considered one of the key players in the new AI-infrastructure economy.
🚨 BREAKING: $CRWV USDT PERPETUAL LAUNCH INCOMING! ⚡🔥
CoreWeave officially enters the futures spotlight as Perpetual goes live in less than 6 HOURS ⏳📈
⚡ Trading Pair: CRWVUSDT Perp
⚡ Asset: CoreWeave
⚡ Launch Countdown Active 🚀
⚡ Market Price: Pending Opening
⚡ High volatility expected at launch 👀
Traders are gearing up for explosive moves as the market opens! Don’t miss the action 💥
#CRWVUSDT #CoreWeave #Perpetual #CryptoFutures #TradingAlert
CoreWeave officially enters the futures spotlight as Perpetual goes live in less than 6 HOURS ⏳📈
⚡ Trading Pair: CRWVUSDT Perp
⚡ Asset: CoreWeave
⚡ Launch Countdown Active 🚀
⚡ Market Price: Pending Opening
⚡ High volatility expected at launch 👀
Traders are gearing up for explosive moves as the market opens! Don’t miss the action 💥
#CRWVUSDT #CoreWeave #Perpetual #CryptoFutures #TradingAlert
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