CoreWeave: Why Nvidia's Price Hikes Could Be Good News - Buy Under $90

Tech Stock Pros Investing Group Follow Summary CoreWeave, Inc. shares have pulled back 20% since the post-earnings run and are arguably the cheapest neocloud on the market. We think that the combo of Nvidia hiking prices in H1 '27 and the upcoming Vera Rubin ramp could put CoreWeave in a temporary position of power. We see a window to trade the stock on this theme in 2H26 with the ideal entry at the EMA50 support on the monthly chart. The neocloud business model’s structural reliance on continuous capital raises to fund upfront CapEx keeps us viewing CoreWeave as a trade rather than a buy-and-hold stock. Looking for a portfolio of ideas like this one? Members of Tech Contrarians get exclusive access to our subscriber-only portfolios. Learn More » Oliver Rossi/DigitalVision via Getty Images It hasn’t been too long since we covered CoreWeave, Inc. ( CRWV ). We last covered the stock post-earnings. Since then, the shares are down 20%. The stock seems to lack legs after a big run, easily erasing This article was written by Tech Stock Pros 12.95K Followers Follow Tech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector. They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions daily via chat, Tech Stock Pros aims to demystify investing in the technology sector. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.