📈 CoreWeave - a new player on the stock exchange!
Nvidia-backedstartup CoreWeave went public just a few days ago. Its IPO didn't go so well. The shares opened below the subscription price. The media wrote about the disappointment. Investors were hesitant.

Today, the stock is up more than +20 % and the price has climbed above the IPO threshold - $48.70 per share , up from $40. And that's during the third day of trading.

CoreWeave is an American technology company specializing in providing powerful cloud infrastructure optimized for artificial intelligence, machine learning and visualization. The company offers access to custom-built computing capabilities for GPU workloads, primarily through chips from Nvidia.

What's changed?
Reports of strong results from Progress $PRGS have shown that companies are not only continuing to invest in AI infrastructure, but are already starting to see a return on it.

The most important announcement!
CoreWeave has an $11.9 billion contract on the table with OpenAIto deliver computing power. That is, infrastructure without which no ChatGPT, no API, no inference models would work.

The IPO is a moment of emotion, not fundamentals. The market often needs to "get its thoughts straight", before it starts pricing in the real value of a company.

Strong partnerships create trust.
Nvidia and OpenAI are not small players. When institutions like these put their trust in a company, it carries weight.

AI is not a bubble - it's the infrastructure of a new era.
CoreWeave doesn't sell promises. It sells capacity, performance, time. Commodities without which no AI product exists.

Debt isn't always a problem when you have revenue.
There was a reason for CoreWeave'sdebt concerns . But the prospect of repayment through a fixed business with OpenAI may change the perspective.

🌐 CoreWeave is one of the first big IPOs in AI infrastructure.

What's your take on this company? Do you invest in companies immediately after an IPO?