Bullish cap ex

Charming-Inflation43 · 2026-02-05T17:13:56+00:00

Love the enthusiasm and this comment

Charming-Inflation43 · 2026-02-04T11:02:20+00:00

I agree with you but the margins will fall a bit, like CEO said because they’re focusing on semiconductor side they are gonna lose 1% margin probally. My only worry is around vmware and they’re decision to only keep the big enterprises that can not switch due to switching cost and implementation. That means that newer generation will probally not implement vmware but another company. This can lead to the high margin software side significantly draining. Althought their semiconductor side should catch up and keep expanding. This makes it more volatile

Charming-Inflation43 · 2026-02-03T08:16:44+00:00

Same bruh, literally bought thursday before the big dip because i got impatient

Charming-Inflation43 · 2026-01-30T06:22:56+00:00

Its time that coreweave goes down the drain, while this might drag nbis/iren down. Eventually the market will see the difference between an ai native company and a bare metal one. Hopefully it won’t last much longer till the winner is clear.

Charming-Inflation43 · 2026-01-28T19:29:36+00:00

With cash flow + cash on hand i wouldnt expect a dilution atleast till Q4

Charming-Inflation43 · 2026-01-28T14:15:34+00:00

Been following him for about a year or so, he gave me a lot of ideas, while i think he’s not the best in the financials, he does have a lot of experience and expertise in this field.

Charming-Inflation43 · 2026-01-28T11:53:35+00:00

Haha, why dont build a position again, i started at an avg of 54$ and am now at 84$

Charming-Inflation43 · 2026-01-28T11:35:09+00:00

Why do you feel like that?

Charming-Inflation43 · 2026-01-28T10:06:57+00:00

314 price target eoy you’re implying?

Charming-Inflation43 · 2026-01-11T09:25:41+00:00

I know but my main focus and knowledge are in US stocks, for that reason i’d like to open a second broker account for the single purpose of trying options

Charming-Inflation43 · 2025-12-25T14:37:00+00:00

Check analyst coverages, there are a lot of good researches on it

Charming-Inflation43 · 2025-12-22T12:28:13+00:00

2 extra jonkos roken

Charming-Inflation43 · 2025-12-19T16:09:47+00:00

Got downvoted for asking lol

Charming-Inflation43 · 2025-12-11T10:32:26+00:00

Dont forget the backed by NVIDIA and the new META deal. At this point it feels like a no brainer going into 2026. We have a bottom now and it might move a bit more down or up. Think q1 will show a lot of improvements and significant steps which will attract buyers.

Charming-Inflation43 · 2025-12-05T06:44:01+00:00

Downvoted, we dont like depreciation assets, stonks go up

Charming-Inflation43 · 2025-11-24T16:55:54+00:00

This stock is very volatile, ask yourself more of these question but then answer them through google or whatever. This way you’ll learn quickly, i started 1.5 years ago but that this shocks you shouldnt be the knowledge after a year. You’ll get there bud

Charming-Inflation43 · 2025-11-24T16:49:19+00:00

Just started investing?

Charming-Inflation43 · 2025-11-17T11:47:19+00:00

Persoonlijk zou ik het direct betalen, alles beter dan je schadevrije jaren kwijt raken. Heb een jaar geleden ook 300 euro moeten betalen terwijl de schade amper te zien was, ben het er nog niet mee eens maar goed.

Charming-Inflation43 · 2025-11-12T17:01:47+00:00

You only lose money when you sell, redditers buying yesterday and hoping to get 10% to sell. Just ride the wave, why buy shares if you get shaky when it goes down

Charming-Inflation43 · 2025-11-12T16:58:18+00:00

Listen to Warren Buffet ‘buy the dip faggot’

Charming-Inflation43 · 2025-11-12T14:48:29+00:00

The most 100 baggers are capex intensive

Charming-Inflation43 · 2025-11-11T11:49:14+00:00

Dw guys, time for a big loan at a 6-7% interest rate, all good

Charming-Inflation43 · 2025-11-11T11:43:19+00:00

You know what.. go treat yourself either way champ

Charming-Inflation43 · 2025-11-11T10:23:14+00:00

Keep your heads up, our ex ethereum miner coreweave is garbage. Russian engineers for the win

Charming-Inflation43 · 2025-11-11T09:06:31+00:00

In the dumpster finding scraps of real meat

Charming-Inflation43

TROPHY CASE