1. $CoreWeave, Inc.(CRWV)$
- $NVIDIA(NVDA)$ adding like a madman...$2B+ invested in 2026 already
- leopold aschenbrenner's 2nd largest position
- key player in ai datacenter buildout
- banger chart setup
Conviction is growing every day here.
CRWV @ $107 now.
2. $SailPoint Parent, LP(SAIL)$
Found something interesting.
SAIL, a sleeper cybersecurity idea.
- only $7B market cap
- cyber = hottest theme last week (seems to be catching the rotation...)
- riding ai agents wave hard
- multi-year strategic collaboration with $Amazon.com(AMZN)$ 's aws
- manages over 25M federal government identities
- earnings june 9th + investor day june 16th
- 23% short float (!!!)
- change of character in chart
SAIL @ $13.50. PT of $20.
3. $Enphase Energy(ENPH)$
- wtf is going on w solar
- unusual volume coming in
- monster weekly base curling
- $NVIDIA(NVDA)$ connection?
- ceo buys
- three solar names moving 10%+ on friday, didn't see any notable news?
- $enph giving $100%'er vibes here
- risk = daily close under $50
ENPH @ $52.
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