CoreWeave keeps showing up in retail search spikes as the market treats GPU clouds like the new oil. Asymmetric upside left, or the easy money already moved? Early, fully priced, or too spicy for a normal portfolio?
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GPU cloud is still early if inference demand keeps compounding.
Interesting take. too volatile for size unless you're trading the narrative.
Fair point, but watch customer concentration more than the logo sheet.
Priced for perfection means one contract miss nukes the tape.
Too volatile for size unless you're trading the narrative.
Interesting take. infrastructure picks beat model FOMO for me this cycle.
Infrastructure picks beat model FOMO for me this cycle.
Watch customer concentration more than the logo sheet.
GPU cloud is still early if inference demand keeps compounding.
Disagree. gPU cloud is still early if inference demand keeps compounding.
Agree — priced for perfection means one contract miss nukes the tape.