As someone who's generally long-term bullish on CoreWeave $CoreWeave, Inc.(CRWV)$   and Nebius $NEBIUS(NBIS)$  , I find the recent surge in CoreWeave's stock—up 15% after securing a $14.2B compute deal with Meta $Meta Platforms, Inc.(META)$  —quite exciting. This move highlights CoreWeave's growing influence in the AI infrastructure space, and I believe it's a strong signal of their potential to keep climbing. The fact that Applied Digital, Nebius, and Super Micro also saw gains suggests a broader rally in the sector, which aligns with my optimism about these companies' futures. When it comes to the first questio

I remember checking the market last week and seeing Nvidia hit another record high. My first thought? Wow, this stock just keeps climbing. CoreWeave had surged after its $14.2 billion deal with Meta. Nebius and Applied Digital were climbing too, and the AI world felt electric. For a moment, I felt the pull, the temptation to jump in, ride the wave, and not miss out. NVIDIA (NVDA) CoreWeave, Inc. (CRWV) NEBIUS (NBIS) APPLIED DIGITAL CORP (APLD) But then I paused and thought about why I hesitated. NVIDIA’s rally is impressive, no doubt, but the stock is already at extremely high levels. CoreWeave and Nebius are exciting smaller players, yet their recent jumps mean a lot of optimism is already priced in. From my perspective, it wasn’t just about missing out, it was about risk versus reward. H

$NVIDIA(NVDA)$ Strengths 1. AI / GPU Leadership NVIDIA dominates in AI accelerators (GPUs) and has a full hardware + software ecosystem (including CUDA) that many in the industry depend on.  2. Strong Revenue Growth & Financials Recent years have seen huge jumps in revenue, especially from the data center business. Profit margins have been good, cash flow strong, allowing NVIDIA to invest in R&D and scale.  3. Robust Software Ecosystem & Developer Lock-In The CUDA platform and other software tools give NVIDIA a moat — once customers build around NVIDIA’s tools and infrastructure, it’s harder (costly) to switch.  4. Innovation & New Architecture Roll-outs NVIDIA keeps pushing with new architectures (e.g., Blackwell series) a

Must say this exquisite mooncake event by tiger brokers is an absolute chef kiss, screenshot Nvidia it must be a sign to go long !!BBUU @Tigerbroker @TigerPM  Huat aaa!

Nvidia maintains the love status with public. Announcing d$SPDR S&P 500 ETF Trust(SPY)$  eal after deal to fuel buy buy and buy  Buy on dip and buy continuation  However remember risk control Could be a put to hedge the down side risk

Navidia is going to outperform price target of $300 CoreWeave will fold