CoreWeave，AI Selkoff和Jane Street：解码动态

在Jane Street的投资和分析师升级的推动下，探索CoreWeave的市场移动以及AI抛售问题的方面。是购买机会还是波动性陷阱？

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.

与Coreweave，AI Darling的关系如何，Jane Street如何融入整个AI抛售传奇？让我们潜水。

Jane Street's Strategic Investment and Analyst Optimism

简街的战略投资和分析师乐观

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的股票最近涨幅7.36％，您可以感谢Jane Street的一部分。这家定量交易公司在Coreweave中抢购了5.4％的股份，在此过程中下跌了$ 4.33B。这是一个认真的信任投票。 HC Wainwright在火灾中添加燃料，将Coreweave升级为“买入”评级，在其上拍打了180美元的目标目标。这意味着高达97％的上涨空间，这使投资者想知道上一次抛售是否有点过高。

AI Selloff Skepticism: Is CoreWeave Different?

人工智能抛弃了怀疑：核心编织有不同吗？

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.

关于AI泡沫的市场chat不休，甚至Openai的首席执行官Sam Altman都投掷了两分钱。但是CoreWeave似乎正在逆转趋势。 HC Wainwright的升级表明，尽管对AI估值的怀疑更广泛，但该股票的Q2后抛售却创造了一个引人注目的入口点。

Decoding the Options Playbook

解码选项剧本

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

对于那些希望玩波动性游戏的人，有两个选项合同脱颖而出：

• 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!

请记住，期权交易涉及风险，您的作业也是如此！

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

Galaxy的AI扩展：即将发生的事情的标志？

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主要以其加密货币而闻名，他正在迈向AI。由于与Coreweave达成了租赁协议，他们已获得14亿美元的范围，以扩大其在西德克萨斯州的Helios数据中心。 Jefferies甚至表明，Galaxy价值的三分之二可能来自其数据中心业务。此举强调了AI领域对计算能力的不断增长。

The Inflection Point: Buy, Sell, or Hold?

拐点：购买，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最近的集会将其置于关键时刻。它可以维持95美元以上并破解100美元的心理水平吗？亚马逊在数据处理领域的收益表明了更广泛的市场信心，但是CoreWeave独特的AI特异性风险（例如其对微软的依赖），无法忽视。

Final Thoughts

最后的想法

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的故事是机构验证，人工智能市场摇摇欲坠和战略合作伙伴关系的鸡尾酒。无论是尖叫的购买还是波动性陷阱仍然有待观察，但这绝对是值得关注的名字。因此，请保持眼睛剥落，也许在您使用时抓住一片纽约风格的披萨 - 因为分析市场趋势总是更好的食物！