Circle & Coreweave Close to IPO Open Price: Over 20% Drop in a Week? Will You Buy?

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11-14
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After earnings, both $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ posted strong beats, yet their stocks still dropped afterward.

CoreWeave’s decline was somewhat predictable due to the data center delay — but is a 25% drop in one week a bit oversold?

Q3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day selloff.

Compass Point initiated coverage with a Buy and a $150 PT, citing strong demand backlog and a durable multi-year growth outlook. The analyst highlighted a $55.6B revenue backlog, major clients such as OpenAI and Meta, and strong visibility supporting sustained growth.

Circle, on the other hand, fell in tandem with Bitcoin. BTC dipped below $100,000 again this week, making the ability to hold above that level in November a key focus.

Circle also dropped 20% this week, now down to $82. Since its IPO opened at $69, another leg down would take it right back to its listing price — is this a dip-buy opportunity?

CoreWeave is in a similar setup. Its IPO was initially ignored, so it didn’t share Circle’s early surge. But now at $78, it’s approaching its first IPO-era peak of $65.

One is Nvidia’s closest proxy — whenever Nvidia rebounds, CRWV tends to rebound too, and this week’s crash is also tied to the news that SoftBank exited its Nvidia stake. Its peak stands at $187.

The other is the only true stablecoin-themed stock — if Bitcoin recovers and the crypto cycle heats up, Circle rallies. Its high was a massive $300.

So… have you decided which one to bet on during this pullback?

Leave your comments to win tiger coins~

CoreWeave & Circle: Bearish Scenario to $50?
After last night's big swing. Coreweave and Circle both closed below $70. Some say in the bearish scenario, they may head to $50 or lower. How do you view? Are you on the board or waiting? What's your target price?
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Comments

  • koolgal
    11-15
    koolgal
    🌟🌟🌟Coreweave $CoreWeave, Inc.(CRWV)$ is generally considered a higher growth, higher risk play that is focused on AI infrastructure.  Circle $Circle Internet Corp.(CRCL)$ is a bet on the future of regulated stablecoins and financial technology.  Both are not yet profitable and operate on volatile emerging sectors.

    I would buy Coreweave if I prioritise maximum growth potential in the AI sector.

    However if I believe in StableCoins as the future of Finance I would buy Circle.

    It is a toss up between the 2 as they are both in different sectors.  Perhaps a better solution would be to buy both using Tiger Brokers Auto Invest in which I can nibble each stock a little bit at a time.  That way I can have my cake and eat it. 🥰🥰🥰🍰🍰🍰🌈🌈🌈💰💰💰

    @Tiger_comments @TigerStars @TigerClub @CaptainTiger

  • Shyon
    11-15
    Shyon
    Between $CoreWeave, Inc.(CRWV)$ and $Circle Internet Corp.(CRCL)$ , I’m leaning more toward CoreWeave on this pullback. A 25% weekly drop feels oversold, especially since the earnings beat was solid and the selloff came mainly from a data center delay, not weakening demand. With a huge backlog and major clients like OpenAI and Meta, the long-term setup still looks strong to me.

    Circle’s decline is tied closely to Bitcoin dropping below $100,000, so its movement depends heavily on whether BTC can regain that level soon. With the stock now near its IPO price, it’s tempting, but it behaves more like a macro/crypto trade — strong if Bitcoin bounces, sluggish if the volatility continues.

    If I had to choose on this dip, I’d still pick CoreWeave as the cleaner opportunity, since its drop looks more sentiment-driven than fundamental. But I’ll keep watching Circle, because a quick BTC rebound could flip its risk–reward very quickly.

    @Tiger_comments @TigerStars

  • TimothyX
    11-14
    TimothyX
    一是Nvidia最接近的代理-每當英偉達反彈時，CRWV也往往會反彈，而本週的崩盤也與軟銀退出英偉達股份的消息有關。它的頂峯站在$187.

    另一個是唯一真正的穩定幣主題股票-如果比特幣復甦並且加密貨幣週期升溫，Circle就會反彈。它的高潮是巨大的$300.

  • TimothyX
    11-14
    TimothyX
    Compass Point以購買和一個$150 PT，引用強勁的需求積壓和一個持久的多年增長前景.分析師強調了$55.6 B收入積壓、主要客戶如OpenAI和Meta，以及支持持續增長的強大可見性。
  • Cadi Poon
    11-14
    Cadi Poon
    Compass Point以購買和一個$150 PT，引用強勁的需求積壓和一個持久的多年增長前景.分析師強調了$55.6 B收入積壓、主要客戶如OpenAI和Meta，以及支持持續增長的強大可見性。

    另一方面，Circle與比特幣同步下跌。比特幣跌破$100,000本週再次將11月份保持在該水平之上的能力作爲重點。

  • 1PC
    11-16
    1PC
    CRCL or CRWV 🤔.  I put my Horses 🐎 on CRCL [Duh] 🙄.If Dip again, I will Scoop 🪏 again [Chuckle]. @JC888 @Shyon @Barcode @Shernice軒嬣 2000 @Aqa @koolgal @DiAngel
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