Stock rose 14% following a major 15-year, 300-megawatt lease deal with a hyperscaler.

Investors are prioritizing massive 140% year-over-year revenue growth over wider-than-expected EPS losses.

High bankruptcy risk indicated by a distress-zone Altman Z-score and consistent financial losses.

Beneficiary of AI cloud infrastructure demand, though notes high volatility and dilution risk.

NVIDIA's 13F filing revealed it sold its entire stake in the company as part of a portfolio rebalancing.

Up 9% on the day. Mentioned as doing a lot of work for CoreWeave, which adds to its credibility as a data center play.

Rallied in sympathy with CoreWeave after the NVIDIA investment news but failed to hold its gains, suggesting these sympathy plays can be risky.

Had a good earnings report and the chart shows a 'weekly squeeze,' which suggests the upward move is not done. A pullback to the $33-$34 area would be a constructive sign.

Contributed to positive sector sentiment after reporting strong earnings the previous week.

The company 'absolutely demolished earnings' with triple-digit beats on revenue and profit, seen as a strong confirmation of the data center investment theme.