CoreWeave: AI Infra Doubts Create An Amazing Buy-The-Dip Setup

2026-01-12 10:00:00 ET

CoreWeave: Is The AI Neocloud's Bullish Thesis Really Doomed?

Neoclouds like CoreWeave, Inc. ( CRWV ) remain very much in the spotlight, but for markedly different reasons as compared to their technology peers in the memory business. The market has clearly shifted its focus from looking at bare metal compute capacity to memory pricing levers in the AI supply chain that currently possess significant advantages. Hence, the entire memory supply chain from DRAM, HBM, and now into SSD has been revitalized, as NVIDIA Corporation's ( NVDA ) CEO Jensen Huang has now made storage the AI battle royale for 2026, as the AI fervor is expected to rewrite the fortunes of the memory players....

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