Detail akcie CoreWeave Inc Rg A diskuze

NBIS zvyšuje od 1.10. ceny a vzhledem k obstrukcím a zpožděním výstavby dalších datacenter čekám že po 15%-25% zvýšení minule to CRWV zvedne také znovu, poptávka je, nabídka je nedostatečná takže je třeba min. zvýšení uroky přenést na zákazníka

David Tepper's Appaloosa Management filed its Q2 2026 13F on August 14, 2026, He also opened a brand new stake in CoreWeave of 1,078,248 shares ($107,328,806).

v pololetí Intrator z opcí + 140k a McBee +120k ( ostatní nestojí za řeč) tak až tihle přestanou v listopadu prodávat, tak by to mohlo skočit více do plusu

z 80 mio na konci června na 60 mio na konci července a dál klesá

( po 2Q) by mělí držet již 83,72% (dle Nasdaq) a increase positions byly u 700 učtu celkem 143,4 mio akcicí a pokles jen u 266 holderů (31 mio akcií) a v tom poklesu jsou dle mne i prodeje insiderů, takže to vypadá dobře

z conf.call mi přišlo nejpodstatnější vyjádření, že poptávka je tak velká, že si mohou dovolit zvyšovat ceny, ve 2 kvart.u nových kontraktů 5-15%, tady by to do konce roku mohlo jet nahoru, a pokud je pravda že insideři omezí od listop.prodeje ....

tak snad dotřetice Intrator už blejkne i něco dobrého :o)

RESTON, Va. and LIVINGSTON, N.J., July 30, 2026 /PRNewswire/ -- Responding to the rapidly growing need for secure artificial intelligence (AI) technology dedicated to the U.S. Intelligence Community (IC) and Department of War's (DoW) unique requirements, Leidos (NYSE: LDOS), a leader in national security mission solutions, and CoreWeave (Nasdaq: CRWV), The Essential Cloud for AI™, are teaming up to provide secure, sovereign AI cloud services that can be used to help federal agencies build, train, deploy, and operate AI at mission scale. Leidos is a Fortune 500 (r) innovation company. (PRNewsFoto/Leidos) Leidos is a Fortune 500 (r) innovation company. (PRNewsFoto/Leidos) The collaboration combines Leidos' decades of experience delivering mission-critical systems for the U.S. government with CoreWeave's AI-native cloud platform trusted by leading AI builders. Together the two companies aim to help turn AI into an operational advantage for the United States. The IC and DoW are at an inflection point where AI-driven analysis has become a defining competitive advantage in national security. As a result, highly secure AI cloud capacity dedicated to U.S. government workloads is a top government priority. Together, Leidos and CoreWeave intend to bring dedicated, sovereign AI cloud services to IC and DoW missions, built with the same technology stack used for the most advanced AI deployments, and adapt the capabilities to meet the unique security, classification, and operational requirements of national security organizations.

Meta si jen chctěl shodit trochu ceny :o), budou potřebovat víc a víc. SemiAnalysis analysts pushed back sharply on the selloff. "We believe that both takes are erroneous and that Meta's datacenter and compute procurement will accelerate, not slow down," the firm wrote. "After nearly 10GW of deals signed since early 2024, the bulk of their capacity additions are now through 3rd parties. We expect this to continue and believe that Meta will be a huge source of RPO growth for the likes of CoreWeave

na 87 sundal ten co ukradl xichtbook, tak uvidíme co za tím je

dnes upgrade od CF overweight a target 167 to by šlo :o)

hip hip hurá tedy hop hop hop "CoreWeave, Inc. (NASDAQ: CRWV), The Essential Cloud for AI™, today announced it has been selected for inclusion to the Nasdaq-100® Index, and is expected to join the index prior to market open on June 22, 2026."

logiku by to mělo jak pro crwv tak pro nebius https://www.reuters.com/commentary/breakingviews/anthropic-ipo-could-train-large-ma-model-2026-06-02/

upgrade

aktuálně má podíl na CRWV 9% a poslední dokup dělala na 87

https://finance.yahoo.com/markets/stocks/articles/dear-coreweave-stock-fans-mark-152451819.html https://www.lseg.com/content/dam/ftse-russell/en_us/documents/other/ru3000-additions-20260522.pdf

Wells Fargo analyst Michael Turrin raised his price target on CoreWeave to $155 from $135 on May 8, maintaining an Overweight rating.

Důvěra v crwv je zatím velká, za posledních 5 dní sqělých plus 30%. Dnes hlásání , tak uvidíme. V premáru zatím lehký mínus. Ne všichni jsou ale full optimistic - https://finance.yahoo.com/markets/stocks/articles/earnings-ahead-wait-dip-buy-204040125.html

pokud by se začla výstavba nových omezovat výrazněji, tak to bude tady pecka, kdo bude mít postaveno bude si diktovat podmínky a ceny, tak snad to Intrator ve čtvrtek zase nezvoře :o)

kašlete na pražské tržiště :o)

FRESH MARKET: CNBC’s reporting aligns with the Blackwell-driven compute shortage, where demand for agentic AI workloads is exploding. Independent data confirms: Blackwell GPU rental prices jumped from $2.75/hr to $4.08/hr — a 48% spike in two months. Nvidia’s Blackwell chips are sold out through mid-2026, with a 3.6 million unit backlog. Cloud providers like CoreWeave have raised prices 20%+ and now require 3-year contracts for smaller customers. This is the “GPU rentals are up” story CNBC is talking about — and it’s real.

tady to bude zajímavé a pokud se podaří projít, tak je cesta k ath otevřená, s tím co předvádějí by k tomu mělo "stačit" zlepšení uroků na dluzích a to se postupně děje, byznys jede dobře tak hop hop hop

April 15 (Reuters) - Trading firm Jane Street has committed about $6 billion for CoreWeave's cloud services, marking the third major deal for ?the Nvidia-backed cloud company in a week and underscoring surging demand ?for computing capacity. Jane Street also made a $1 billion equity investment in CoreWeave at a purchase ?price of $109 per share, the companies said on Wednesday. That represents a discount of 7% to CoreWeave's last closing price.