AI Infra Stocks Cracking — CoreWeave Collapse and Bubble Comparisons

What we know

An account on X dropped the line of the hour: 'AI infra companies look like 2021 L1 tokens,' earning 79 likes and wide RT pickup. Another account on X added timing risk: 'pretty fitting for everyone to get max bullish crypto just before the entire AI trade unwinds.' Meanwhile, another account on X flagged CoreWeave (CRWV) down 9% — 'dead cat bounce over' — and separately reported investment advisors quintupled AI datacenter bond holdings this year, raising the question of who's left holding the bag. Another account on X noted the Semiconductor Index $SOX hit the inverted parabolic a second time and 'collapsed from a lower high — I've never seen anything like this before.' The Anthropic IPO is also under pressure: Another account on X noted the NYC Comptroller urged a delay over AI safety, but was skeptical given valuations dropped from $2T to $1.5T the day prior.