Nvidia's investment in CoreWeave is highlighted as a positive signal, indicating their belief in CoreWeave's success.
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The creator discusses their recent purchases of CoreWeave (CRWV) and Nebius, contrasting their strategy wit...
Jul 3, 2026
The creator discusses their recent purchases of CoreWeave (CRWV) and Nebius, contrasting their strategy with market panic. They highlight CoreWeave's significant backlog and revenue growth, citing Meta's and Nvidia's investments as validation, and express confidence in CoreWeave's future prospects.
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Meta is mentioned as entering the compute business and leasing out compute capacity, which is seen as a positive for CoreWeave.
The creator also bought Nebius, viewing it as a strategic move to complement their CoreWeave position, and believes the market misunderstands its potential.
The creator bought CoreWeave (CRWV) during a market sell-off, citing its strong revenue growth, massive backlog, and significant investments from Meta and Nvidia as reasons for high conviction.
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CRWVbuy opened Jul 3, 2026
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