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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” 3h ago 2 clicks

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Modine Deep Dive

CV's Substack 3 clicks

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ASML Is Building a Hybrid Bonding Tool!

SemiAnalysis 1 click

From X

@KEDM_COM 28m ago

KEDM.com on X

Starboard built a ‘several‑hundred‑million‑dollar’ stake in Shake Shack $SHAK, likely making it the largest active shareholder. It calls the brand undervalued, seeing it trading at ‘about half’ of where it should be. Starboard is pushing SHAK to accelerate US expansion by adding franchising rather than relying solely on company‑owned stores.

@marginofdanger 41m ago

marginofdanger on X

$BWEL annual meeting is next week in Pasadena. Since the last meeting, the company raised dividend back to $5/quarter and did the largest buyback in recent memory. Additionally, there is some new blood in the C-suite (although Jim Boswell is still there). Will be interesting!

@aleabitoreddit 1h ago

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 2h ago

Serenity on X

I mean it's probably more important to look at the actions over words... I'm sure $GOOGL trying to secure supply until 2035, would spark other hyperscalers to follow suit as well. They probably wouldn't be going 9 years out if they thought there would be overflooding in supply from China in 2 years.

@aleabitoreddit 2h ago

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.

@ACapitalLP 3h ago

A Capital on X

@SurfShopCapital Did $WULF price a convert at the lows?

@StableBread 3h ago

Fajasy on X

$DGXX 👀👍🏽 https://t.co/lMgmE36ds0

@aleabitoreddit 3h ago 1 click

Serenity on X

@BullishWiener I'm happy $GOOGL is being more aggressive with supply procurement like $NVDA was. They've been way too complacent and let others bottleneck their own supply chain. CSPs and hyperscalers will be in a rude awakening if they're hoping for Chinese memory to save them.

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