@babig90 · Long CRWV · The Analysts

$CRWV is on sale. Might go down a bit, who knows, but overall for a longer term hold and $NBIS are buys.

Just finished reading the new Goldman Sachs report on Coreweave. They are bullish. As I’ve been saying for a year, there will be no top in demand for at least 18-24 months from now (mid to late 2028). GS says demand a function of enterprise diffusion, not frontier model progress.

Read asLong CRWV+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Mon, Oct 19Tweeted

Tue, Oct 20 closeCounted from

9% of the basket · day 0fades out by Nov 30

Rank per close

Counts from the Tue, Oct 20 close, which is not scored yet.