The denial phase observation is spot on. When good news gets ignored and Morgan Stanley is literaly telling us theres a 13 GW shortage coming, that disconnect usualy means the market is just cleansing leverage. CoreWeave's troubles dont invalidate the broader power thesis, they just remind us that not all data center plays are created equal.
I see the Coreweave story like this: these guys went public because they overestimated their pricing power and needed cash. They dropped 10% after the first earnings, but then shot up to $180 within a couple of weeks because the market still didn’t understand how bad the debt situation was — and they were the first ones out of the gate. Now nobody has rose-colored glasses anymore, but one question remains: who was pumping the stock so aggressively after the IPO?
Hey, great read as always. It's wild to see the market in such a denial phase, completely ignoring massive AI infrastructure investments. What if this 'sleepwalking' means these companies are just quietly bulding an absolute powerhouse of compute capacity, and the market wakes up to a sudden explosion of demand? Kind of like latency before a big network burst.
The denial phase observation is spot on. When good news gets ignored and Morgan Stanley is literaly telling us theres a 13 GW shortage coming, that disconnect usualy means the market is just cleansing leverage. CoreWeave's troubles dont invalidate the broader power thesis, they just remind us that not all data center plays are created equal.
I see the Coreweave story like this: these guys went public because they overestimated their pricing power and needed cash. They dropped 10% after the first earnings, but then shot up to $180 within a couple of weeks because the market still didn’t understand how bad the debt situation was — and they were the first ones out of the gate. Now nobody has rose-colored glasses anymore, but one question remains: who was pumping the stock so aggressively after the IPO?
flawless bro, i disagree with the last part: "not eveerything needs to be a 10-bagger"... jk
Chasing multi baggers is a way to poverty 😶🌫️
not if u follow stock invader ♥
Hey, great read as always. It's wild to see the market in such a denial phase, completely ignoring massive AI infrastructure investments. What if this 'sleepwalking' means these companies are just quietly bulding an absolute powerhouse of compute capacity, and the market wakes up to a sudden explosion of demand? Kind of like latency before a big network burst.