Reuters just announced that CoreWeave has secured a massive $12 billion contract with OpenAI ChatGPT, setting the stage for its upcoming IPO. With premarketing already in motion, CoreWeave is likely to debut at a much higher valuation than Nebius $NEBIUS (NBIS.US)$ . This creates a golden opportunity—as investors inevitably draw comparisons, Nebius is poised for a significant re-rating.
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$FuboTV (FUBO.US)$ achieved positive free cash flow of $16.3 million in Q4, marking the company’s first-ever positive quarter of free cash flow. Moving from negative to positive free cash flow is a critical milestone. It shows the company can fund its operations internally rather than relying on external capital. Given its current price now, i foresee there is a very high upside potential.
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$Celsius Holdings (CELH.US)$
very bullish. Alani isn’t just drinks, supplements lifestyle brand. Huge acquisition.
very bullish. Alani isn’t just drinks, supplements lifestyle brand. Huge acquisition.
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Project Stargate's announcement of a focus on Al for healthcare. With such a $100B investment, healthcare has to be a big part of the mix. Nanci Pelosi also must know what's coming / investment plus FDA changes.
$Tempus AI (TEM.US)$
$Recursion Pharmaceuticals (RXRX.US)$
$Tempus AI (TEM.US)$
$Recursion Pharmaceuticals (RXRX.US)$
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