CoreWeave Q2: Why I Changed From Bear To Bull

Shares of CoreWeave (NASDAQ: CRWV ) tanked 21% after the company reported stronger-than-expected revenue for the second fiscal quarter amid strong AI spending and surging demand for GPU-accelerated Data Center infrastructure. CoreWeave benefits from a massive revenue ramp in its core business which Analyst's Disclosure:I/we have a beneficial long position in the shares of CRWV, NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. ...