Listed and immediately broke! "NVIDIA Corporation's" CoreWeave (CRWV.US) triggers market debate between long and short positions.

Known as the "NVIDIA Corporation's AI infrastructure provider CoreWeave, last Friday, after its $1.5 billion IPO debut in the capital market, it sparked a rare divergence rating from Seeking Alpha analysts. The GPU service provider fell 7.30% on the second day of trading (Monday), closing at $37.08, below the $40 IPO price. Representative Michael Del Monte from the bullish camp gave a "strong buy" rating in an article published on Monday. Del Monte wrote, "Although CoreWeave's performance on the first day was below expectations, the market may have overlooked the growth potential brought by the $11.9 billion framework agreement signed with OpenAI. While there are risks of dependence on Microsoft Corporation and market volatility, the prospects of the OpenAI partnership are enough to support positive expectations." The bearish camp presented a different perspective of doubt. The Value Portfolio analyst issued a "strong sell" rating based on "heavy reliance on major clients such as Microsoft Corporation." Value Portfolio emphasizes that CoreWeave's "AI data center strategy carries significant risks - it requires significant investments to constantly update GPU equipment, and faces the dual pressures of fluctuating AI demand and technological innovation." Analyst James Foord shares a similar view, giving a "sell" rating and pointing out that "the cold reception of this IPO reflects market concerns about the cooling of the AI trend, as well as the issue of excessive reliance on its core partners and high cash burn." Taking a neutral stance, The Value Investor analyst, who gave the stock a "hold" rating, wrote, "CoreWeave relies on NVIDIA Corporation's GPU supply and Microsoft Corporation's (contributing 60% of revenue) business model, combined with the industry's capital-intensive nature. In the competitive and rapidly evolving AI infrastructure field, its complex relationships with stakeholders may pose potential risks." As of the close of trading on Monday, the average rating for CoreWeave on the Seeking Alpha platform was "sell." It is worth noting that Bluesea Research analysts warned last Sunday that CoreWeave's IPO performance would serve as a barometer for the AI industry. Bluesea pointed out that as a company with a 6% stake in NVIDIA Corporation and plans to increase its holdings, if its stock price falls significantly below $40 in the short term, it could trigger a bearish sentiment in the market for NVIDIA Corporation stock. The institution currently maintains a "sell" rating for NVIDIA Corporation.