CRWV
CoreWeave, Inc.
BUY
Sentiment
Bullish
Confidence
High
Timeframe
Unspecified
Holding
Yes
AI Analysis

The investment signal for CoreWeave, Inc. (CRWV) is driven by the company's potential as a major beneficiary of the AI data center build-out, particularly following a significant $2 billion investment from Nvidia, which also backs up to $6.3 billion of CoreWeave's revenue. The investor, who purchased 60 shares, highlighted CoreWeave's strong customer base, including multi-year deals with Anthropic and OpenAI, as well as a $17 billion deal with Microsoft and a $21 billion deal with Meta, contributing to a backlog exceeding $99 billion. The company is currently experiencing impressive revenue growth at 112% year-over-year. This bullish sentiment suggests that investors should closely monitor CoreWeave's performance, as the investor sees it as undervalued and poised for significant appreciation, particularly in the context of the growing demand for AI infrastructure.

Source
M
@mo.invests
Posted June 12, 2026 · 5:27 PM PDT
DZgYGY4JGH5
Price Chart
Market Data
via Yahoo Finance · live
$90.67
+6.26%
Market Cap
$49.47B
Fwd P/E
-56.5
52-Week Range
$60.55
$153.20
Volume 18664082
Avg Volume 28354512
Technology Software - Infrastructure
Reel Transcript
View reel
Anthropic Drop is the most powerful model this week and then immediately had to live in access to the lack of compute power And that's exactly why I bought 60 shares of this stock. That stock is core I view this as one of the biggest beneficiaries of the AI data center build-out that is not yet gone on a run Got the stamp of approval from Jensen Wong earlier this year with the two billion dollar direct investment that Nvidia made on top of that Nvidia's backstopping up to $6.3 billion of their revenue and Cori has some of the best customers that you could ask for multi-year deals with Anthropic open AI a $17 billion deal with Microsoft a $21 billion deal with Meta and over $99 billion at backlog with revenue growing 112% right now year over year the second stock that I've been buying is reddit and they just put up 69% year over year revenue growth And now it had seven straight quarters of over 60% revenue growth 91% gross margins with 47% free cash flow and you're getting all that at a 4p of just 28 right now Which is disgustingly undervalued. I think reddit is way over a $200 stock the amazing opportunity They have to actually start to monetize the data on their platform reddit is one of the few companies in the world It has 20 years of human conversations on their platform. It's only going to become more popular in an age of AI Reddit is now the number one-sided data with LLMs as well Just going to show the amount of opportunity they have to capitalize on more revenue 10% of their revenue right now It's currently coming from monetization reddit's currently renegotiating the deals right now with Google and opening I and they're looking to get paid every single time their data is used reddit is no longer just a social media This is the data layer for AI as always come with the word stocks down below if you want to see whenever I buy or sell any of these stocks for completely free