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Thursday, October 15, 2026· 3816 stock ideas· 217 writers·
16,305 views· 7,561 clicks

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

CRWV $43B
WHAT ARE WE DOING? “Contrarians At The Gate” 2 clicks

From X

@aleabitoreddit

Serenity on X

Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" - "The cost of capital is actually decreasing" On whether Nvidia needed to provide a financial backstop: - Jensen said he did not see a need for Nvidia to backstop CoreWeave I'm personally not too positive about $CRWV relative to $NBIS and the others... but any copium helps from the man himself with market sentiment.
@aleabitoreddit

Serenity on X

Nobody said $SIVE was going to be the sole laser provider for Ayar for all generations. 2nd gen Supernova was 16x wavelength that they confirmed Sivers. Ayar is expected to do multi-vendor for lasers, would be stupid not to. Originally disclosed suppliers were $LITE, $MTSI, and $SIVE, but there's probably only a few companies that can do this new design. For their new demonstration at OCP it's 8x 200mW range, $LITE is probably the closest one technologically to Ayar's OCP announcement, with 8x 250 mW demonstrated at ECOC just last month that they're targeting availability later in 2027. I don't see anything where $MTSI has demonstrated remotely similar capabilities yet. Macom were saying they were still working on 75 mW qualifications targeting production H2 2027. $SIVE has lower power 8/16 channel specs, and individual 200 mW lasers for NPO. I think this might relate to their Seminex partnership for UHP multi channel variants that they were targeting for 2027 so high confidence they'll meet technology specs eventually, more of a matter of timing. But basically new announced configuration from Ayar, can't really make any assumptions here yet, will need to wait for earnings of these players.
@junkbondinvest 1 click

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN https://t.co/iIISfHsXSg

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