CoreWeave is on fire right now. Yes, they’ve got a solid backlog, but let’s be real, this is a massive short squeeze...An 80% borrow rate? That’s wild. We’ve seen this before with Nvidia, Coinbase, and Carvana. Same story, new stock. $NVDA $CRWV https://t.co/mYQQXSRE9k
Why CoreWeave’s Stock Surge Might Surprise the Doubters Despite Wall Street betting on a decline, retail investors have made CoreWeave the No. 2 most traded stock, with bullish bets significantly outweighing bearish ones. Full story here: https://t.co/KXRmpvbQSI #AIinvestment
Who could have predicted that crypto and data center real estate would be the categories swinging the IPO market doors open? In late 2024, I predicted a thaw in the IPO market. We’re now seeing that forecast come to life with CoreWeave and Circle’s IPOs. Neither company is https://t.co/w91D1BC05E
CoreWeave's initial public offering (IPO) faced skepticism from Wall Street due to concerns over its heavy debt, customer concentration, and executive share sales. Despite these doubts, CoreWeave has become the second most traded stock, driven largely by retail investors who have placed bullish bets significantly outweighing bearish ones. The stock's surge is partly attributed to a massive short squeeze, with an 80% borrow rate noted by market observers, drawing comparisons to previous short squeezes seen in companies like Nvidia, Coinbase, and Carvana. This activity reflects a broader thaw in the IPO market in late 2024 and early 2025, particularly in sectors such as crypto and data center real estate, as seen with CoreWeave and Circle's IPOs.