CRWV is a key holding; selling puts at 79 is viewed as a favorable way to lower cost basis or buy below intrinsic value.
Bullish
“AI Compute Demand Could DOUBLE Again by 2027!!”
Jose Najarro StocksPublished Sep 18 · 2 passages
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I invest in companies such as Nvidia, AMD, Credo and Astera Labs, as well as modern cloud computing companies such as Coreweave and others.
Then, of course, some new cloud computing companies. Koroyev is not very popular, but that's okay . One of these investments that I really enjoy, and it's actually a big focus for me.
At times like these , I don't mind selling some put options, because their price at 79 is not bad in my view, and it is a way to reduce the cost of my positions, or if they are activated, it will be at a very low price compared to their real value.
What this channel has said about $CRWV
Jose Najarro Stocks has 4 calls on this stock; only the adjacent ones are shown.
2026-09-18BullishThis one
I invest in companies such as Nvidia, AMD, Credo and Astera Labs, as well as modern cloud computing companies such as Coreweave and others.
2026-09-17Bullish
On today's episode, what I really want to cover is two NeoCloud players, Nebius and Core just reported some amazing announcements.
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