$CRWV
CoreWeave weak hands are being shaken out and the stock is positioned to run up following similar rallies in NBIS and IREN. Author expects momentum-driven upside as weak investors exit.
1d—
3d—
1w—
1m—
3m—
6m—
1y—
u/Ok_Ad5628
2 theses · first seen May 21, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 1 | 1 | 1 | 100% | +3.3% | +3.3% |
| 1w | 1 | 1 | 1 | 100% | +1.9% | +1.9% |
| 1m | 0 | 0 | 0 | — | — | — |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
Thesis history
“22x 420/430 and 46x 490/500 06/18 spreads”
Ad revenue train next stop $APP
APP offers cleaner exposure to the performance ads and AI growth trend demonstrated by strong results from Meta, Reddit, and Zeta. The author holds multiple call spreads positioned for May earnings, expecting guidance to remain robust and ad spending momentum to continue.
1d—
3d+3.3%
1w+1.9%
1m—
3m—
6m—
1y—
End of results.