Group 1 - The article discusses a significant reversal in speculative stocks, particularly affecting investors of CoreWeave, Inc. (CRWV) [1] - JR Research is highlighted as an opportunistic investor recognized for identifying attractive risk/reward opportunities, particularly in technology and growth sectors [1] - The investment strategy focuses on growth opportunities with strong fundamentals and potential for recovery, avoiding overhyped stocks [1] Group 2 - JR Research runs the Ultimate Growth Investing group, which specializes in identifying high-potential opportunities across various sectors with a 18 to 24 month outlook [1] - The group targets growth stocks with robust fundamentals, buying momentum, and turnaround plays at attractive valuations [1]
CoreWeave: Bubble Letting Out Air, And That's Good News