Been in $CRWV for a while now and the conviction just keeps getting validated. Another green day, another reason to stay patient.
The AI infrastructure buildout thesis is playing out exactly as expected. CoreWeave sits at the intersection of hyperscaler demand and GPU capacity constraints, and the market is finally pricing that in more seriously. Pulled up the chart on moomoo and the momentum structure looks clean, not just noise.
The bear case here usually comes down to customer concentration and capex burn. Fair points. But anyone who has been watching the hyperscaler earnings knows demand signals are not slowing. The question is whether CRWV can scale supply fast enough to capture it, not whether demand exists.
Up 5.92% on the day is nice but this feels like the early innings of a longer re-rating. Anyone else holding through the volatility or are people trimming into strength here?
