this isn't an investing site but Coreweave is what I watch. All those freaking datacenters have to get built, come online, and work for all the promises to come true. Coreweave is already in a bit of a picklye, I feel like they are the first domino.
/not an investing/finance/anything to do with money expert.
Their shares have been tanking for a month, even after a very good earnings report, so perhaps the market seeks a little more diversity?