To The Moon

Microsoft and Alphabet's lower-than-expected quarterly capex was largely due to third-party infrastructure and delivery constraints, not a lack of demand. The bottleneck isn't demand itself, it's getting enough infrastructure online to meet it. $NVIDIA(NVDA)$  and $Taiwan Semiconductor Manufacturing(TSM)$  are running at full capacity and still struggling to keep up with surging AI demand. The demand is there, the industry just needs more supply. That's a powerful long-term bullish signal.

$CoreWeave, Inc.(CRWV)$ This will hit $100+ this year. Even if it dips back to $50, it will be at $100+ this year. Watch and see. Same song, same dance, same pattern.

$CoreWeave, Inc.(CRWV)$  Amazon is down on its Christmas sales forecast, Google is down on ad revenue, but both are doing well in cloud. Intel is just Intel, pushing old PC chips nobody wants. Zero bad news for CoreWeave.

$CoreWeave, Inc.(CRWV)$ This looks like an unrelated overreaction. Algos are trading this the same way across the board. The flush already happened. There could be a surprise coming tomorrow.

$CoreWeave, Inc.(CRWV)$ Once all this noise settles, I think I'm going to pick this one up. Kind of a nod to the CoreWeave crowd. Their colors, 2027. Nothing is going to stop CRWV. They'll open data centers all over the world, and they keep signing deals. I guess all the bears are 100% wrong. Or maybe the bulls are wrong. I'm betting on the bulls. 2027 could bring a convertible.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ Jensen is essentially carrying the entire AI effort on his back while the rest of the team drags things down.

$NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ All this because the non-AI company $Intel(INTC)$  can't hold it together?

$CoreWeave, Inc.(CRWV)$ Good news here. Management formally terminated the 35 million share equity distribution facility on October 23, 2026, meaning it was completely wiped off the table without a single share being sold into the open market.

$CoreWeave, Inc.(CRWV)$ $Tradr 2X Long CRWV Daily ETF(CWVX)$ $Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ $T-Rex 2X Long CRWV Daily Target ETF(CRWU)$ Looking to get back into this one. It's a 5-day chart and it's about to crack the 58.6 level.

$CoreWeave, Inc.(CRWV)$ Long way to go, but it looks like shorts are closing out one at a time.