CoreWeave，AI Selkoff和Jane Street：解碼動態

在Jane Street的投資和分析師升級的推動下，探索CoreWeave的市場移動以及AI拋售問題的方面。是購買機會還是波動性陷阱？

What's the deal with CoreWeave, the AI darling, and how does Jane Street figure into this whole AI selloff saga? Let's dive in.

與Coreweave，AI Darling的關係如何，Jane Street如何融入整個AI拋售傳奇？讓我們潛水。

Jane Street's Strategic Investment and Analyst Optimism

簡街的戰略投資和分析師樂觀

CoreWeave's stock recently saw a 7.36% surge, and you can thank Jane Street for part of that. The quantitative trading firm scooped up a 5.4% stake in CoreWeave, dropping $4.33B in the process. That's a serious vote of confidence. Adding fuel to the fire, H.C. Wainwright upgraded CoreWeave to a 'Buy' rating, slapping a $180 price target on it. That implies a whopping 97% upside, making investors wonder if the previous selloff was a bit overdone.

Coreweave的股票最近漲幅7.36％，您可以感謝Jane Street的一部分。這家定量交易公司在Coreweave中搶購了5.4％的股份，在此過程中下跌了$ 4.33B。這是一個認真的信任投票。 HC Wainwright在火災中添加燃料，將Coreweave升級為“買入”評級，在其上拍打了180美元的目標目標。這意味著高達97％的上漲空間，這使投資者想知道上一次拋售是否有點過高。

AI Selloff Skepticism: Is CoreWeave Different?

人工智能拋棄了懷疑：核心編織有不同嗎？

There's been some market chatter about an AI bubble, with even OpenAI's CEO Sam Altman throwing in his two cents. But CoreWeave seems to be bucking the trend. The H.C. Wainwright upgrade suggests that the stock's post-Q2 selloff has created a compelling entry point, despite broader skepticism about AI valuations.

關於AI泡沫的市場chat不休，甚至Openai的首席執行官Sam Altman都投擲了兩分錢。但是CoreWeave似乎正在逆轉趨勢。 HC Wainwright的升級表明，儘管對AI估值的懷疑更廣泛，但該股票的Q2後拋售卻創造了一個引人注目的入口點。

Decoding the Options Playbook

解碼選項劇本

For those looking to play the volatility game, two options contracts stand out:

對於那些希望玩波動性遊戲的人，有兩個選項合同脫穎而出：

• CRWV20250829C95 (Call): Aggressive bulls might like this one if they think CoreWeave will break above $95.
• CRWV20250829P95 (Put): Cautious investors might use this to hedge their bets in case sentiment reverses.

Remember, options trading involves risk, so do your homework!

請記住，期權交易涉及風險，您的作業也是如此！

Galaxy's AI Expansion: A Sign of Things to Come?

Galaxy的AI擴展：即將發生的事情的標誌？

Galaxy, primarily known for its crypto ventures, is making a big move into AI. They've secured $1.4 billion to expand their Helios data center in West Texas, thanks to a lease agreement with CoreWeave. Jefferies even suggests that two-thirds of Galaxy's value could come from its data center business. This move underscores the growing demand for computing power in the AI arena.

Galaxy主要以其加密貨幣而聞名，他正在邁向AI。由於與Coreweave達成了租賃協議，他們已獲得14億美元的範圍，以擴大其在西德克薩斯州的Helios數據中心。 Jefferies甚至表明，Galaxy價值的三分之二可能來自其數據中心業務。此舉強調了AI領域對計算能力的不斷增長。

The Inflection Point: Buy, Sell, or Hold?

拐點：購買，出售或持有？

CoreWeave's recent rally puts it at a crucial point. Can it sustain above $95 and crack that $100 psychological level? Amazon's gains in the data processing sector suggest broader market confidence, but CoreWeave's unique AI-specific risks, like its dependency on Microsoft, can't be ignored.

Coreweave最近的集會將其置於關鍵時刻。它可以維持95美元以上並破解100美元的心理水平嗎？亞馬遜在數據處理領域的收益表明了更廣泛的市場信心，但是CoreWeave獨特的AI特異性風險（例如其對微軟的依賴），無法忽視。

Final Thoughts

最後的想法

CoreWeave's story is a cocktail of institutional validation, AI market jitters, and strategic partnerships. Whether it's a screaming buy or a volatility trap remains to be seen, but it's definitely a name to watch. So, keep your eyes peeled, and maybe grab a slice of New York-style pizza while you're at it—because analyzing market trends is always better with good food!

CoreWeave的故事是機構驗證，人工智能市場搖搖欲墜和戰略合作夥伴關係的雞尾酒。無論是尖叫的購買還是波動性陷阱仍然有待觀察，但這絕對是值得關注的名字。因此，請保持眼睛剝落，也許在您使用時抓住一片紐約風格的披薩 - 因為分析市場趨勢總是更好的食物！