Just caught that Oppenheimer threw a bullish recommendation on CoreWeave last month with a $126.93 price target, implying nearly 70% upside from where it was trading. The analyst consensus seems pretty constructive on the AI infrastructure play right now.



What's interesting is watching how the big money is moving. Magnetar Financial actually cut their position by about 20% last quarter, but Goldman Sachs ramped up significantly - nearly tripled their stake. Nvidia's sitting steady with their holding while Jane Street basically exited most of their position. Mixed signals from the smart money, but overall fund ownership increased slightly.

The put/call ratio sitting at 0.79 suggests traders are leaning bullish on this one. With projected revenue growth hitting 140%, there's definitely conviction behind that recommendation. Curious to see if institutions keep rotating into this or if we see more profit-taking like Magnetar did.
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