With Nasdaq currently marginally above yesterday's closing, both CRWV and NBIS are staging a mini recovery. However based on each stock's gain, it is clear to see which is market's clearer favourite. (see attached) Agree ?
With about 2 hours and slightly more to go before Friday trading ends, its a pleasant surprise to find the S&P 500 index marginally above yesterday's closing. (see attached) Will it get better once $hynix-WI(SKHYV)$ is listed. Am surprised it is not already yet...
On Thu, 09 Jul 2026, NBIS also ended the day lower by -0.13% (or -$0.28) at $216.20 per share. Its share price is almost 2.5x that of CRWV. How will it fare on Friday where traders usually do not hold positions over the weekend for fear that some potential geopolitics bomd could just erupt, there and then.. Agree ?
On Thursday, CRWV closed marginally lower by -0.33% (or -$0.30) ending the day at $89.70 per share. (see attached) What will Friday holds for this neocloud stock and has the META effect worn off already ?
Replying to @NicoleBryce:Hi, thanks for reading my post and sharing your views. I have been monitoring META for a while now and it is still a "Death Cross" formation since 9 Dec 2025. Technically speaking, it should trend down further. Though of entry when it bottoms. Based on META's past 12 months, the stock has trend lower steadily (see attached), so waiting patiently for the lowest possible entry point.//@NicoleBryce:I just added META — monetizing idle AI capacity is smart, not desperate. If compute demand is exploding, why shouldn’t META rent it out too?
Replying to @MXNTH:Hi, thank you for reading my post. Happy to know that you liked it. Thanks with the Repost so that more people will get to read about it... Thanks, thanks.//@MXNTH:Great article, would you like to share it?
On Thursday the S&P 500 recovered by +0.81% to end the day at 7,543. 64 a respectable gain. With an unspoken truce between US and Iran, hopes springs again.
Replying to @CHINNY168:Hi, tks for reading my post. Glad you liked it. Have you read my latest PICK post - now ranked #2 - META going after CRWV & NBIS AI pie.. Hope you will like it too... Tks for your unwavering support as always..//@CHINNY168:Great article, would you like to share it?
@JC888:No US-Iran peace, No US Market Rally ! Reports ?
Replying to @MXNTH:Hi, tks for reading my post. Glad you liked it. Will u consider "Follow me" and get first hand read of my Daily new posts? Tks for helping to Repost so more people will get to read about it. Thanks//@MXNTH:Great article, would you like to share it?
Replying to @Wholala:Hi, tks for reading my post. Glad you liked it. Would you consider "Follow me" and get first hand read of my Daily new posts? Tks for helping to Repost so more people will get to read about it. Thanks//@Wholala:Great article, would you like to share it?
With 5 mins to go before US market opens for Thursday trading, is it too early to celebrate as all 3 Composite Futures indexes are in the green ? What do you think ?
The S&P 500 ended Wednesday lower by - 0.28% to close at 7,482.71. Will it continue to dip as long as Middle East tension remains. Even Pakistan dun seemed to be scrambling with urgency. What is the ultimate Mastermind game that is being played out before our very eyes?
In direct contrast, MSFT fell by - 1.41% ending Wednesday at $383.34 per share. For Thursday it's forecasted to open lower at - 0.94%. Is it serious about giving these 2 neocloud stocks a run for their monies? Doesn't seem like it has the fire power.. Agree?
On the other hand, MBIS fared even better yesterday. It rose by +10.91% at $216.48 and is poised to open higher at +2.09%, even more favourable compared to CRWV.
CRWV rose by +7.75% to end Wednesday at $90 per share. It's poised to open higher on Thu by +1.07%. Does this mean it has turned the corner? I will still be cautious given the limbo status in the Middle East. Thing can escalate quickly...
Just last Wed, 01 Jul 2026, $Meta Platforms, Inc.(META)$ dropped a ‘bomb’ of sort that almost brought $Careview Communications, Inc.(CRVW)$ and $NEBIUS(NBIS)$ to their knees. The Bomb. Reports emerged that META was preparing an aggressive strategic pivot into the commercial cloud market under an initiative dubbed "Meta Compute”. The initiative will be spearheaded by META’s: Head of infrastructure - Santosh Janardhan. Superintelligence Labs leader - Daniel Gross. President - Dina Powell McCormick. Aim - the company set plans to monetize its vast AI infrastructure by (a) renting out excess computing capacity and (b) selling hosted access to its proprietary AI model
Replying to @JoBloor:Hi, thanks for reading my post and sharing your experience. I guessed the trick is know when to exit and when to re-enter. I am still learning, hopefully fast enough to avoid all the pits. In the meantime, year end 2026, still cannot imagine what the landscape will be. Most important the Hormuz Straits cannot be chargeable, else the world economies will be inflated forever... pray, pray...//@JoBloor:I cleared tech late last year, dodged this pullback. I buy the autumn dip call, but year-end rip? not so much
Replying to @Adz5150:Hi, thanks for reading my post and sharing your views. I think the Q2 report cards will be crucial to determine the fate of Mag 7 and for that matter PLTR, that has been languishing. No denying that the Mag 7 has been 'trying to spend their way out' in the name of AI buildout. This correction is healthy in my opinion. How will H2 2026 turn out by 31 Dec 2026 I wonder. I think final outcome of Middle East geopolitics will again change world order.//@Adz5150:I think the interesting question is whether we see a healthy rotation rather than investors simply abandoning the Mag 7. If earnings remain strong, I can still see big tech perform