$CoreWeave, Inc.(CRWV)$ not bad

Meta Fuels AI Rally—Bullish Bets on META and NBIS  $Meta Platforms, Inc.(META)$  's renewed push into AI infrastructure has become the immediate catalyst for the latest rally in the compute theme. As its partnership with $CoreWeave, Inc.(CRWV)$   expands, the market has quickly revised up expectations for future orders and utilization across compute providers, sending shares of $NEBIUS(NBIS)$   and other AI infrastructure names sharply higher. But after such a rapid move, a more practical question emerges: Is this rally still worth chasing—and if so, how should investors participate? The options market

This is worth your time reading 

This could worth reading 

Yes. Let's go All the way.😊

$Meta Platforms, Inc.(META)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Meta just dropped a monster $21 billion AI cloud infrastructure pact with CoreWeave, supercharging its long-term narrative of upgrading ad algorithms through cutting-edge AI and locking in massive compute power for years ahead. 😤 This deal isn't just another headline — it's a clear signal that Meta is all-in on AI-driven monetization, with CoreWeave providing the hyperscale infrastructure to train and run next-gen models that could boost ad targeting efficiency by 25-30%. BNP Paribas is pounding the table with a pre-earnings buy cal

META INKS A $21B COREWEAVE DEAL: IS THIS THE ULTIMATE PRE-EARNINGS BUY? Meta just dropped a massive structural bombshell by signing a $21 billion AI cloud infrastructure agreement with CoreWeave. As if that wasn't enough to wake up the market, BNP Paribas just pounded the table with a wildly bullish pre-earnings note, projecting a staggering 33% Q1 revenue growth and an EPS print above $7.00. This isn't just another routine tech partnership. It is a calculated, aggressive move to dominate the next era of digital advertising. With analysts now citing a potential 66% upside and institutional accumulation shifting into high gear, here is why this deal changes the entire calculus for Meta investors.  1. THE COREWEAVE MASTERSTROKE: SCALING WITHOUT THE CAPEX SHOCK    Historically,

CoreWeave to secure the computing power it needs for AI over the next several years. In simple terms, Meta is locking in the tools and servers required to keep building and improving its AI as competition grows.

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<

My stock in focus today is $CoreWeave, Inc.(CRWV)$ , after announcing a major long-term expansion deal with $Meta Platforms, Inc.(META)$ . worth around $21 billion through 2032. This reinforces CoreWeave’s role as a key infrastructure partner for Meta’s AI ambitions, with shares rising about 3.5% yesterday on the news. It also adds strong long-term revenue visibility to the company’s growth story. What stands out is the scale and strategy behind the agreement. With deployments across multiple locations and early use of $NVIDIA

ARKW Investment Tracker position change: Decreased position in CoreWeave, Inc. by 2,490 shares, the number of shares held decreased 0.4% compared to the previous period and now represents 3.86% of the total position.

$CoreWeave, Inc.(CRWV)$ such a big deal but yet the stock cannot hold any gains. There will be more and more sellers now. Dont think there is any more positive news soon. 

Think corrections present buy opportunities.Try to beat inflation with income stocks.

I am still in. Hahaha....

Dont know if its gonna get better.

Having a good buy in for Mag7

What actually happened $Meta Platforms, Inc.(META)$   • Meta Platforms dropped ~8% — headline says “biggest drop” • Trigger narrative: 1. Legal risk (jury ruling involving YouTube + Meta) 2. Capex fears (AI spending getting out of control) Here’s the problem: both are known risks. Nothing structurally new. ⸻ Your first mistake to avoid Thinking: “Big drop = opportunity” That’s amateur thinking. You need to ask: Did the intrinsic value change, or just the narrative? ⸻ Break it down properly 1. Legal ruling — real risk or headline bait? • “Negligent platform design” sounds scary • But: • Appeals can take years • Financial impact unclear • Big Tech has a long history of absorbing fines like rounding errors 👉 Translation: short-term sen

🔥 META’S PERFECT STORM: $310B Wiped, $135B Bet, & The Question Every Investor Is Asking Is this the buying opportunity of 2026 — or the beginning of something much darker? 💥 What Just Happened? Meta Platforms delivered a moment of silence on trading floors on March 27, 2026. Its stock lost about $119 billion in market value in a single session, falling 8% to close at $545.75 — its lowest level since April 2025. Even more brutal: Meta shares are now down 33% from their all-time high, dramatically lagging the Nasdaq 100 this year, and have lost $310 billion in market cap in March alone. For context — that’s more than the entire market cap of Nike, Starbucks, and Goldman Sachs… combined. 😳 ⚖️ The “Addiction Tax” Is Now Real This wasn’t just one bad headline. It was two gut-punches in rapi