Core Insights - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion that can reinvest capital for significant returns [1] - A long-term investment perspective is emphasized to achieve higher returns compared to market indices, especially in a landscape favoring short-term holdings [1] - A conservative investment strategy is primarily adopted, with selective opportunities pursued based on favorable risk-reward ratios [1] Investment Strategy - Target companies should demonstrate a long-term capability of capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or more [1] - The investment approach includes maintaining overall portfolio stability while allocating a proportional amount to high-potential ventures [1]

Palantir and CoreWeave have delivered monster returns this year, but certain Wall Street analysts anticipate substantial losses in the coming months.Palantir Technologies (PLTR -2.04%) shares have gained 105% this year, while CoreWeave (CRWV 1.84%) shares have advanced 115%. Yet the Wall Street analysts listed have sell ratings on the stocks, and their target prices imply substantial losses for shareholders:Brent Thill at Jefferies has set Palantir with a 12-month target price of $60 per share. That implies ...

Nvidia Corp NVDA is paying $1.5 billion to rent its own chips – yes, the same GPUs it sold to Lambda, a cloud startup it partly owns. If this feels like déjà vu, that's because it is: Nvidia ran the same play with CoreWeave Inc CRWV before its IPO, and now Lambda's prepping to go public too. Track NVDA stock here.This strategy isn't just creative finance – it's a carefully orchestrated ecosystem where Nvidia cashes in twice, first on chip sales, then on startup equity, while fueling its own AI research.Read ...

This high-flying AI stock has taken a big beating of late, but it has the potential to regain its mojo.Cloud artificial intelligence (AI) infrastructure provider CoreWeave (CRWV -2.48%) witnessed a stunning increase in its stock price since going public just over five months ago. Shares of the company shot up a remarkable 133% since then, though the recent action suggests that investors have been booking profits following its phenomenal rise.Specifically, the stock has slipped 50% from the 52-week high it h ...

CoreWeave stock could more than double in value in the next 12 months as demand for artificial intelligence infrastructure persists.Nvidia (NVDA 0.57%) has about $4.3 billion invested in six companies, but the chipmaker has over 90% of its portfolio in CoreWeave (CRWV -2.48%), a major vote of confidence for the up-and-coming cloud services provider.CoreWeave shares have already advanced 125% since its initial public offering (IPO) in March, but Argus Research analyst Jim Kelleher recently set the company wi ...

智通财经APP获悉，为人工智能超大规模企业、实验室及企业提供硬件与服务的云计算公司Lambda正 筹备在明年某个时间进行首次公开募股。 这家AI基础设施公司已聘请摩根大通、摩根士丹利和花旗协助其上市，可能于2026年上半年完成。 今年早些时候，Lambda在由Andra Capital和SGW领投的D轮融资中筹集了4.8亿美元，参与方包括安德 烈·卡帕西、ARK Invest、Fincadia Advisors、G Squared、In-Q-Tel、KHK & Partners及英伟达 (NVDA.US)，这笔资金将用于帮助公司扩展其云平台。 Lambda为客户提供英伟达集群的访问服务。该公司近期在其多租户1CC环境中推出了英伟达的 SHARP(可扩展分层聚合与归约协议)，旨在减少通信延迟并提升带宽效率，直接加速分布式AI工作负载 的训练速度。 英伟达不仅是Lambda的支持者和供应商，同时也是其客户。据The Information报道，英伟达同意以13亿 美元的价格向Lambda租用1万个自研AI芯片，租期为四年。Lambda的客户还包括其他"美股七巨头"成 员，如亚马逊和微软。 Lambda成立于201 ...

CoreWeave stock continues to sell off after investors question the potential growth opportunities.In today's video, I discuss recent updates impacting CoreWeave (CRWV -3.69%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Aug. 29, 2025. The video was published on Aug. 30, 2025. ...

Nvidia has shown its support for CoreWeave.Investors have found another way to bet on the success of artificial intelligence (AI) powerhouse Nvidia (NVDA -0.24%), and that's been through buying shares of CoreWeave (CRWV -3.69%). This new-to-the-market tech company -- it completed its initial public offering (IPO) in March -- offers customers access to a huge fleet of Nvidia's top-performing AI chips, and this has helped its revenue soar. Nvidia has shown that it's a believer in CoreWeave's potential too, as ...

A big acquisition deal may be at risk.CoreWeave (CRWV -10.49%) has big plans to build on its capability to supply high-performance computing and artificial intelligence (AI) data center infrastructure. Those plans include acquiring Core Scientific (CORZ -3.90%) to enhance its high-performance data center infrastructure.That transaction could be at risk, though. Investors are reacting today by punishing CoreWeave shares. The stock was lower by 11% at 1:25 p.m. ET.  The problem with an all-stock transactionTh ...

This high-growth AI stock is growing in the wrong direction.Shares of CoreWeave (CRWV -10.49%) are falling today, down 10.8% as of 1:06 p.m. ET. The drop comes as the S&P 500 and Nasdaq Composite have lost 1.3% and 1.5%, respectively.The AI cloud computing company is seeing its stock slide as an acquisition deal critical to its continued growth appears to be on shaky ground.CoreWeave's Core Scientific deal looks in dangerEarlier this summer, as CoreWeave stock was peaking amid insatiable demand for AI data ...