Listed for three months, its stock price has nearly tripled! CoreWeave—the 'Nvidia's prodigal son'—has become 'this AI cycle’s leader'.

As Nvidia’s strategic partner, CoreWeave not only benefits from its technical support but also attracts Microsoft—the company’s largest customer—as well as a five-year, $11.9 billion long-term collaboration with OpenAI. In 2025, the company expects capital expenditures to surge 53% to $21.5 billion, underscoring its ambition to expand AI infrastructure. Retail investor frenzy, Wall Street skepticism Within just two months, CoreWeave’s market capitalization soared from $23 billion at IPO to a staggering $72 billion; its share price rocketed from the IPO price of $40 to the current $150.48. Especially since May 15—following the release of strong earnings results—the company has ranked among the top two most actively traded stocks on the trading platform Public.com, with retail investors’ bullish option bets outnumbering bearish ones by a factor of four. Yet this retail-driven frenzy has failed to win applause from Wall Street. CoreWeave was not well received during its IPO debut: Wall Street raised concerns over its high debt load, customer concentration, and management’s share sales. This prompted investment banks to scale down the IPO size ahead of launch and allocate shares primarily to existing investors—including Nvidia and Fidelity—to build a ‘moat’ against potential stock collapse. Currently, according to financial data firm S3 Partners, roughly 30% of CoreWeave’s freely tradable shares have been shorted—indicating widespread institutional skepticism about its valuation. Matthew Unterman of S3 Partners notes that persistently high short demand, coupled with limited float, continues to drive up borrowing costs—making shorting CoreWeave an increasingly expensive bet. So far, shorting CoreWeave has proven to be a very poor decision, given the stock’s current price trajectory. Unique equity structure, vast room for capital operations

Two investment approaches: Buffett aggressively builds positions on declines; Soros confirms and adds on rallies.

Should you buy stocks when they’re rising—or when they’re falling? Should stocks be bought on the way down, or on the way up? This is a question countless traders have debated for ages. Even among legendary market masters—Warren Buffett and George Soros—the answers are diametrically opposed. Facing the same underlying asset, Buffett prefers to deploy capital after the stock price has declined, whereas Soros tends to enter—or add to positions—only after an uptrend has already begun. One buys more the deeper the price falls; the other buys more the higher the price climbs. Two entirely different approaches—and yet both have generated enormous wealth through their respective systems. Many retail investors, reading this, immediately feel confused: Does this mean one of these two methods—bottom-fishing or momentum-chasing—must inherently be wrong? Which path should ordinary traders follow? In fact, most people get it wrong from the very beginning. The core issue in investing is never simply whether to buy on rises or on declines. Entry timing is merely one small piece of the entire trading strategy puzzle. What truly matters is: *Why* are you buying? Under what conditions will you sell? And can you execute your complete set of rules—rigorously and consistently—from start to finish? Buying on rallies isn’t wrong; buying on dips isn’t wrong either. Most people’s losses stem not from the strategies themselves, but from arbitrarily switching between them. They enter like Soros—chasing momentum and going long on strength—full of optimism as prices rise; then, once the price drops and they’re stuck in a losing position, they instantly abandon trend-following logic and rebrand themselves as ‘value investors,’ choosing to hold indefinitely and wait for a rebound. This is an extremely common phenomenon in markets: after chasing highs and getting trapped, investors begin self-hypnotizing—telling themselves they’re now ‘long-term holders.’ The greatest risk in investing isn’t that a strategy is simplistic or crude—it’s that, at the first sign of changing market conditions, one abandons one’s own trading script without hesitation. First, let’s understand Buffett’s logic: Why does a falling stock price excite him—and prompt him to keep buying? From Buffett’s perspective, candlestick patterns and price movements are mere surface phenomena; his true focus is always the underlying business itself. Buying a stock means acquiring partial ownership in that company—just as we shop at supermarkets: if product quality remains unchanged, a sale means we can acquire more goods for the same amount of money. If a company’s profitability, competitive moat, and business model remain intact—and its stock price plunges solely due to market panic—then the decline poses no fundamental risk to value investors. On the contrary, it enhances future return potential. But never equate value investing with blind, mechanical buying on every dip. True value investing doesn’t mean buying automatically whenever the price falls. Before pulling the trigger, one must thoroughly analyze the company’s intrinsic value and clarify the foundational logic sustaining its existence. A price decline is merely a *trigger signal* for entry. Whether to continue holding—or add more—depends entirely on whether the company’s core fundamentals remain sound. Should those fundamentals suffer irreversible deterioration—even if the stock has already crashed—one must exit decisively. From the moment he initiates a position, Buffett prepares for long-term holding. His profits come from the company’s sustained growth and the eventual reversion of its market price to fair value. Now consider Soros: his approach stands in stark contrast to Buffett’s.

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