Intelligence (AI) thread

NVIDIA (NVDA -1.82%) The best known to name fake situation (AI) King of the hottest sector in the stock market in the last year. Because of the NVIDIA semicuctor chaips make AI power, which can change the world as we know the world who put in the premier and shovel in sector.

However, some people may not know that NVIDIA also use their own funding to invest in trade with trading trades or starts with trade. Most investment companies support the AI ​​or cooperation with NVIDIA. Recently, NVIDIA has already collected information for two times from initial public proposal (IPO) this year.

From disappointment with quick success

Even before Coreweave (Crwv 18.79%) Go public in the end of March, Nvidia used to be investor and owned about 5% of all companies,

CareWeave perform data centers especially set up to proceed to Inteten Fight. The company has purchased graphic processing units (GPUS) from the NVIDIA, to them in its data center and services required to invest in the necessary infrastructure.

NVIDIA is also the Coreweave customer. While in CNBC, CEO of Mike Mike Intrator describes the relationship between two companies “symbiotic.”

Coreweave is one of the most expected years of the year, trying to go publicly in $ 35 billion. However, either because of the occurs of Chinese stable government, or other marketing conditions, and the Creweepe and $ 40 dollars per share.

It shows that NVIDIA actually stepped in order to support IPO. In the first quarter of NVIDia 13f with securities and exchange, NVIDIA reported as 24.9 million shares

Despite the IPO disappointed, Creweweave more than doubles not even two months in Wednesday, which appeared to be in the way of an attractive action Citigroup The Tyler rader who canceled the price target from $ 43 to $ 94, and Coreweeave announced that it has added a Senior Offer. $ 2 million

Can CoreWeave continue its strong run?

Coreweave is a strong company in the hot sector in the market, so it will be more comments. In the recent revenue report, the company has raised his income supervision for this year from 5 billion to $ 5 billion.

However, the market response is less passionate than one person may also be unevented for what an analyst has been estimated to be estimated for the MicrosoftAnd the company is not profitable.

Overall, I’m neutral at the moment. I looked at the company’s business and ties with NVIDIA positive but thought the valuation may need to be in a strong rally in two months.