Dear Diary,
Let’s be honest: I still haven’t mastered the art of compound interest, but I’ve perfected the art of panicking when a stock surges 300%. Case in point: CoreWeave (CRWV) and Circle Internet Group (CRCL). Two IPO darlings, now trading like they’ve been handed golden tickets to Wall Street’s most exclusive tea party. Billionaires are throwing money at them, and frankly, I’m here for it-if only to avoid looking like the last person to buy a Birkin bag before it became “aesthetic.”
- Philippe Laffont of Coatue Management: 3.3 million CoreWeave shares = 8% of his portfolio. Bold move or midlife crisis? You decide.
- David Abrams of Abrams Capital: 275k Circle shares = 1% of his portfolio. Classy. I’d call it a starter collection.
- Ken Griffin of Citadel Advisors: 718,600 Circle shares = <1% of his portfolio. Charming. Almost like he’s testing the water.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24.
CoreWeave: Shaping the Future of Cloud Computing (Or My Next Dividend?)
Cloud computing is not new, darling. But CoreWeave? It’s the equivalent of a sharp blazer in a world of hoodies. Purpose-built data centers for AI, a $22.4 billion deal with OpenAI, and a love affair with Nvidia that makes me wonder if they’re dating. The company’s MLPerf benchmarks are so good, even Amazon and Microsoft are probably whispering, “How?”
And let’s talk about that valuation: 14x sales. For a company projected to grow revenue 90% annually? It’s like buying a vintage Gucci for $500-risky, but potentially glorious. If I had the nerve, I’d say, “Investor, meet opportunity.” But instead, I’m here, Googling “how to stop crying over market swings.”
Circle Internet Group: Shaping the Future of Global Finance (Or My Retirement Fund?)
Stablecoins. The financial equivalent of a reliable friend who never lets you down. Circle’s USDC and EURC are the Beyoncé of blockchain-stable, efficient, and always on time. Their CPN network could revolutionize remittances, but honestly, the real win is the Genius Act. Congress passing legislation to regulate stablecoins? That’s the kind of news that makes me want to throw confetti-and invest in a diversified portfolio.
Q2 results? 53% revenue growth. Adjusted EBITDA up 52%. It’s like watching a rom-com where everyone ends up happy. And that 14x sales multiple? If Citigroup’s right and the stablecoin market hits $4 trillion by 2030, Circle might just be the Cinderella story of fintech. If not, I’ll blame it on the algorithm.
Final thoughts: These stocks are like that one friend who’s always ahead of the curve. You follow them, because if they fail, at least you’ll have the drama to write about later. And if they succeed? Well, maybe I’ll finally afford that dividend-paying ETF without crying into my coffee. 🚀
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2025-09-27 12:03