Notes

$CRWV NVDA的 拆分盘。怎么说呢。 老黄情商高,智商高,盘商也高。
$CRWV
$CRWV 翻转乾坤
$CRWV
$CRWV 短时间快速拉到145以上一点毛病没有,我就赌俩三天能到这个价格,吃个10%.
$CRWV
起飞兄弟们. 说一下买入 $CRWV 的原因.取掉英伟达5%持股原因. crwv毛利70%+,单季度盈利10亿美金, 保守按照单季20%增长速度,全年50亿美金营收没问题.再按照70%算毛利35亿美金+, 刨掉研发投入杂费成本,毛利的市盈率已经到了20以下,对这种高速增长的股票来说,市盈率很低了. 只要营收推上去,经营研发成本能被立马覆盖掉盈利.
$CRWV
Missing Pengu and few other bangers But this is ALT season. And has been going on for four years while random morons on CT are waiting for some 2017 VC scam coin to pump in a “alt season” This is literally why Weekly Wizdom has killed it last 2 years
$HYPE
+5.06%
$CRWV $WIF
+0.13%
$HOOD
+39.37%
$COIN
-98.91%
$RKLB $RBLX $ETH
+3.43%
$PLTR $SOL
+5.42%
$NVDA
+5.46%
$BTC
+0.47%
$XRP
+3.09%
美股次新股很疯狂,circle很猛要说更猛还是这个英伟达支持数据中心公司CoreWeave, $CRWV 4月中以来两个月涨了6倍。CoreWeave有83.7%的流通股处于180天的禁售协议中,另有14.7%的股份处于市场限制条款中,无法出售或抵押股份。换句话说,在9月底禁售期结束之前,绝大多数流通股无法出售。
$CRWV
Yesterday's powerhour stream... - Ticker requests: $PTON $VRNT $FIVE $APLD $CRWV - 'Reading the tape for context clues' - Earnings trade strategies - Building a basic filter
$PTON $VRNT $FIVE $APLD $CRWV
$CRWV $NVDA - COREWEAVE, NVIDIA AND IBM SUBMIT LARGEST-EVER MLPERF RESULTS ON NVIDIA GB200 GRACE BLACKWELL SUPERCHIPS
$CRWV $NVDA
+5.46%
Today, CoreWeave, $CRWV, announced a $2 billion senior notes upsize and rallied 18% But interestingly, before the news, there was overwhelmingly positive sentiment for $CRWV. TEN MINUTES BEFORE CLOSE YESTERDAY, someone went hard into deep ITM calls, as well as calls expirying
$CRWV
WTF these June $CRWV 95 calls 0.7 - 20 LMAO
$CRWV
Today, CoreWeave, $CRWV, announced a $2 billion senior notes upsize and rallied 18% But interestingly, before the news, there was overwhelmingly positive sentiment for $CRWV. TEN MINUTES BEFORE CLOSE YESTERDAY, someone went hard into deep ITM calls, as well as calls expirying on Friday. All trades were floor trades, multilegged, combined in numerous different calls spreads These trades made millions. This is a clear example of loading before news, by the way.
$CRWV
Man those 100% OTM $CRWV calls got there huh
$CRWV
$NVDA 13F changes; Has an add of Coreweave $CRWV However, $NVDA anchored Coreweave's IPO, meaning they're heavily invested; think it was kinda known already they'd hold $CRWV
$NVDA
+5.46%
$CRWV
*COREWEAVE SIGNED UP TO $4B ADDITIONAL DEAL WITH OPENAI $CRWV $MSFT
$CRWV $MSFT
-12.08%
$CRWV $NVDA - COREWEAVE LAUNCHES NVIDIA GB200 GRACE BLACKWELL SYSTEMS AT SCALE
$CRWV $NVDA
+5.46%
$CRWV - COREWEAVE ACHIEVES NEW RECORD-BREAKING AI INFERENCING BENCHMARK WITH NVIDIA GB200 GRACE BLACKWELL SUPERCHIPS
$CRWV
Circle, the stablecoin issuer $USDC, filed for an IPO. Meanwhile, here are how two recent IPO stocks have performed: CoreWeave $CRWV up 33% this week Newsmax $NMAX up 2700% in TWO DAYS!!!
$USDC
+0%
$CRWV $NMAX
Not only is Coreweave about to close up 40%+ on the day but anyone who was short was likely paying *a lot* of money to short $CRWV
$CRWV
$CRWV - COREWEAVE SHARES UP 21% AT $44.74, ABOVE IPO PRICE OF $40
$CRWV
$CRWV - COREWEAVE SHARES OPEN AT $39, COMPARED WITH $40 IPO PRICE
$CRWV
$CRWV - COREWEAVE SHARES INDICATED TO OPEN AT $32 IN NASDAQ DEBUT VS $40 IPO PRICE
$CRWV
$CRWV - COREWEAVE SHARES INDICATED TO OPEN AT $40.5 IN NASDAQ DEBUT VS $40 IPO PRICE
$CRWV
$CRWV - COREWEAVE SHARES INDICATED TO OPEN AT $43 IN NASDAQ DEBUT VS $40 IPO PRICE
$CRWV
$CRWV - COREWEAVE SHARES INDICATED TO OPEN AT $50 IN NASDAQ DEBUT VS $40 IPO PRICE
$CRWV
$CRWV $NVDA - COREWEAVE'S TRADING DEBUT TO TEST INVESTOR DEMAND FOR AI CoreWeave, a Nvidia-backed AI cloud provider, starts trading today after raising $1.5B in a weaker-than-expected IPO. Initially aiming for $2.3B at $47-$55/share, it settled for $40/share, 35% below target. Despite explosive revenue growth ($15M in 2022 → $1.9B in 2024), losses soared to $937M (from $31M in 2022). The company relies heavily on debt and sells computing power to tech giants that also build their own data centers, a risk in downturns. Nvidia shares fell 2% on CoreWeave’s struggles. Adding concern, its co-founders cashed out $489M in early funding rounds, raising investor skepticism.
$CRWV $NVDA
+5.46%
MARKET HIGHLIGHTS CONSUMER 🔸 Lululemon ( $LULU): Q4 adj. EPS $6.14 (est. $5.85); revs +13% y/y to $3.61B (est. $3.57B). Q1 comp sales +3% (+4% constant dollar). Q4 Americas comps flat; Intl +20%. Sees Q1 EPS $2.53-$2.58 (est. $2.78) & revs $2.34B-$2.36B (est. $2.39B). 🔸 Oxford ( $OXM): Q4 adj. EPS $1.37 (est. $1.27), sales $391M (est. $383.94M). Guides Q1 sales $375M-$395M (est. $401.18M), EPS $1.70-$1.90 (est. $2.79). Sees FY revs $1.49B-$1.53B (est. $1.54B), EPS $4.60-$5.00 (est. $6.81). ENERGY, INDUSTRIALS & MATERIALS 🔸 AAR ( $AIR): Q3 adj. EPS $0.99 (est. $0.96), revs +20% y/y to $678M (est. $699.13M). Adj. EBITDA +39% y/y to $81M; margin 12% (10.3% prior). Op margin 10.5% (5.8% y/y). 🔸 Argan ( $AGX): Q4 EPS $2.22 (est. $1.15), EBITDA $39.3M (est. $19.4M), revs $232.5M (est. $197.5M). 🔸 KULR ( $KULR): Q4 EPS ($0.02) in line, op. inc. ($3.54M) (est. $3.046M), revs $3.37M (est. $2.901M). Bitcoin holdings $20.28M (as of 12/31/24). 🔸 Nippon ( $NPSCY)/US Steel (X): Offering more investment to Trump admin to close $14B merger – Semafor. 🔸 Schneider ( $SNDR): Downgraded to Neutral at BofA, tgt cut to $25 (from $34) on weaker demand, tariff uncertainty, and pricing pressure. FINANCIALS 🔸 Voya ( $VOYA): Downgraded to Underperform at BofA, tgt cut to $71 (from $79). Estimates imply $7.10-$7.90 EPS for 2025 (vs. est. $8.14). HEALTHCARE 🔸 Beam ( $BEAM): FDA clears NDA for BEAM-302 (alpha-1 antitrypsin deficiency). 🔸 CureVac ( $CVAC): EU patent upheld with amendments. 🔸 Kodiak ( $KOD): Q4 EPS ($0.84) (est. ($0.88)); cash runway into 2026. TECH, MEDIA & TELECOM 🔸 CoreWeave ( $CRWV): 37.5M share IPO at $40, below $47-$55 range; reduced from 49M shares. 🔸 Braze ( $BRZE): Acquires OfferFit for $325M (cash & stock). 🔸 Civeo ( $CVEO): Approves share buyback up to 10%.
$LULU $OXM
+1.02%
$AIR
-3.49%
$AGX $KULR $NPSCY $SNDR $VOYA $BEAM
+3.6%
$CVAC $KOD $CRWV $BRZE $CVEO
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