COREWEAVE AI Hedge Fund Situational Awareness loaded up on CoreWeave. So did Paul Tudor Jones, Citadel and DE Shaw. CoreWeave had a final unlock last week. Every unlock they have the stock hits a local low. I expect the same here. The heightened volume and RSI suggests an intermediate low is coming soon. At a P/S of 5x with strong revenue growth, it's hard to see how this isn't up significantly in 12 months. Check out the attached charts. $CRWV $NVDA h/t @nic__carter
Situational Awareness LP 13F filing for Q3 dropped friday: - Massive >$500m new CRWV position - Big adds to CORZ and IREN - Added new miners RIOT, HUT, BITF - INTC calls unch - trimmed AVGO & EQT, exited APLD / CEG / CIFR - added new AI infra LITE, COHR, MOD, WDC, STX
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