David

I’m into Stocks, Options Trading and Coffee.

[David @dvdjmnz]

Anything worth doing is worth overdoing

[David @dvdjmnz]

@pdicarlotrader $CRWV

[David @dvdjmnz]

@missteencrypto I agree 💯

[David @dvdjmnz]

@kylekuzma Energy = Bitcoin

[David @dvdjmnz]

@legen_eth Only Bitcoin will matter

[David @dvdjmnz]

@QuantumBiriyani @legen_eth 😂

[Daniel Romero @HyperTechInvest]

$CRWV VP of Strategy on "Overpromising" Data Center Operators:

“The culture that has developed over the past one, two, or three years of people announcing things before they’ve done them is damaging to a number of players in the market. It doesn’t take a genius to look at what people say they’re going to do, estimate how long it should take to build, mark the date on a calendar, and later say, ‘Wow, that has taken a lot longer.’

The reason I say that is simple: this shit is really hard to do.

If you’ve built two data centers, you’ve been through the wringer. If you’ve built four, you probably have exponentially more knowledge than someone who has built two. And we’re not talking about ordinary data centers. These are deeply complicated assets.”

[David @dvdjmnz]

@bindureddy Hi Bindu 👋

[David @dvdjmnz]

Major Department of Energy win this week on Groves reactor $OKLO

[David @dvdjmnz]

Quiet weekend but $CRWV is still interesting:

✅ First measured Vera Rubin performance (big efficiency jump)
✅ Topped independent inference benchmarks on price/performance
❌ Heavy debt + high-beta selloff still weighing on the stock

The hardware story is clear. The financing story is the open question.

Anyone still adding on weakness or waiting for cleaner levels?

[David @dvdjmnz]

@valerijatrades1 Thats good Valerie. Keep going 🚀

[David @dvdjmnz]

@Only1Nayka 😂

[Oguz Erkan @oguzerkan]

This is just insane..

Tokens processed globally have gone from 2.2 trillion in Q1 2022 to 38 quadrillion in Q1 2026.

17,000x growth and we are only 4 years into the age of AI.

How can you see this and be bearish on compute?

$NBIS $CRWV $MSFT $AMZN $GOOG

[David @dvdjmnz]

The stock market and the gym #goldsgym

[David @dvdjmnz]

@stockmom I agree with you 💯

[David @dvdjmnz]

@FunOfInvesting I’m all $CRWV

[David @dvdjmnz]

@_marketmono I’d be interested

[David @dvdjmnz]

@StockSavvyShay Nice 👍

[David @dvdjmnz]

@MelvinInvests Thanks for sharing $CRWV

[Melvin @MelvinInvests]

CoreWeave is massively underrated compared to other neoclouds (Save this).

Artificial Analysis independently tested every provider serving MiniMax's M3 model, and CoreWeave came out as the clear fastest, hitting 357 output tokens per second, nearly 1.8 times faster than the next best provider.

CoreWeave also posted the fastest time to first answer token at just 6.6 seconds, meaning users get a response starting almost instantly rather than waiting through a noticeable delay before the model even begins generating.

What makes this genuinely underrated is that CoreWeave matched the lowest blended price on the entire board at $0.22 per million tokens.

That means it isn't winning on speed by charging a premium, it's delivering nearly double the performance of its closest competitor at the same price everyone else is charging.

Compare that to the rest of the field, Together AI came in at 115 tokens per second, SiliconFlow at 108, Novita at 104, MiniMax's own infrastructure at 96, and Parasail at just 64.

That puts CoreWeave nearly 5.6 times faster than the slowest provider on the list while charging the same or less.

That combination of speed and price matters enormously for inference workloads specifically, since the neocloud narrative has mostly focused on who can win training contracts with the biggest AI labs.

Inference, actually serving models to end users cheaply and quickly, is the metric that increasingly determines who wins day to day enterprise business as more companies deploy AI in production rather than just training it.

CoreWeave out executing the rest of this field on a pure independent speed and cost benchmark suggests the market may still be underpricing its actual measured performance relative to how it's talked about.

That's exactly the kind of gap that tends to close once more of these benchmarks become public.

Bullish on CoreWeave, make sure to follow @MelvinInvests for more NeoCloud and AI infrastructure insights and check out the link below for more details.