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Nvidia invests $4b and $100b in backlogs, $50b company. The numbers speak for themselves. Comment CRWV for...

Jun 14, 2026

The creator discusses CoreWeave (CRWV), highlighting its role in cloud AI infrastructure and its significant partnerships with companies like Microsoft, OpenAI, Meta, and Nvidia. Despite a recent stock price drop, the creator expresses a bullish outlook due to CoreWeave's large contract backlog and its strategic importance in providing Nvidia's chips to major tech firms.

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Tickers discussed in this post

NVDANeutralLow ConvictionSignal-backedSecondary

Nvidia is mentioned as a key partner and investor in CoreWeave, providing chips and investing $4 billion, but no direct investment advice is given for Nvidia itself.

CRWVBullishHigh ConvictionSignal-backedPrimary

The creator is bullish on CoreWeave (CRWV), citing its strong contract backlog, partnerships with major tech companies, and recent purchase of Nvidia's chips, and has personally bought the dip around $100.

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Tracked calls opened from this post

CRWV
buy opened Jun 14, 2026
-27.19%