$SPDR S&P 500 ETF Trust(SPY)$  The bond market just sent a massive warning signal. I'm waiting to see what level interest rates need to reach before markets finally break down the way they did in Q3 2000 and Q3 2008. I'll keep accumulating gold and silver, and if we get a VIX 60 style panic like August 2024 or April 2025, I'd use that temporary discount to add more at prices below current levels. $SPDR Gold ETF(GLD)$  $iShares Silver Trust(SLV)$  $iShares 20+ Year Treasury Bond ETF(TLT)$  $SPDR Dow Jones Industrial Average ETF Trust(

$SPDR S&P 500 ETF Trust(SPY)$  Looking at the open interest on options, it seems like option sellers will overlook the bond market and focus on keeping the session flat to capture as much liquidity as possible. Defending the options market at all costs would allow option writers to come out ahead.

$CoreWeave, Inc.(CRWV)$  Is there going to be enough volume to break out above $90? We'll see.

$SPDR S&P 500 ETF Trust(SPY)$ With Thursday Night Football coming up, QQQ is green, Amazon is green, Robinhood is green. Most people just get on with their lives and don't obsess over watching SPY dip 0.08% in the overnight futures. $Invesco QQQ(QQQ)$  $Amazon.com(AMZN)$  $Robinhood(HOOD)$  $DraftKings Inc.(DKNG)$ 

$CoreWeave, Inc.(CRWV)$ CoreWeave is now the only provider to have earned SemiAnalysis' Platinum ClusterMAX rating three consecutive times.

$CoreWeave, Inc.(CRWV)$  CoreWeave has dropped nearly half from its 52-week high, but the triple-digit backlog and a new wave of AI commitments suggest bears may be underestimating this setup.

$CoreWeave, Inc.(CRWV)$ Elon Musk told his SpaceX shareholders that compute rates would be 30-50 for the foreseeable future and that with 10GW they would generate 300-500 billion a year in revenue. CoreWeave is scaling to 8GW, and even if a small percentage falls in that range, this company will be massive.

$GameStop(GME)$ Nice little knock back at the close. They had to hit $SPDR S&P 500 ETF Trust(SPY)$  and the rest of the market to cool things off. Someone seems to be getting concerned.

$SPDR S&P 500 ETF Trust(SPY)$ Not your time, bears. You had a chance with the rate hike and fumbled it, like you always do.

$CoreWeave, Inc.(CRWV)$ Jamie Dimon mentioned that $1 Trillion will be spent on AI compute and infrastructure in 2027. Some of the biggest beneficiaries could be names like CRWV and NBIS.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$  Today felt different. For months now, any pump we got just wouldn't hold. It would fade the next day, sometimes even later that same afternoon. This time there was basically no selling at all, just a straight rip higher. No sellers anywhere, except a bit of retail profit-taking near the close. The market is forward-looking, as people like to say. With the Trump/Xi meeting and Iran heading to the U.N. for peace talks, that's what the market is pricing in right now. If there's some kind of resolution in the Middle East, we already saw back in April what that could mean. Inflation data should drop right along with oi

$SPDR S&P 500 ETF Trust(SPY)$ It is a bit sad that the VIX has to be pumped just to give puts some kind of premium. Otherwise they would cost nothing and be worth nothing.

$SPDR S&P 500 ETF Trust(SPY)$ So the idea is to spread fear over the weekend, then have the UN meeting early this week, with Trump and Iran likely talking on Wednesday. Hedgies buy the dip Monday through Wednesday and then ride the relief. Is that the play here?

$SPDR S&P 500 ETF Trust(SPY)$  A lot of the earlier comments claimed Trump was heading to the White House early as things were kicking off, and now he's apparently on the golf course near the White House.

$SPDR S&P 500 ETF Trust(SPY)$ Trump's Iran news might sink some puts soon. He's quite good at moving the market.

$CoreWeave, Inc.(CRWV)$ Interesting that the hourly chart looks exactly like $SUPER MICRO COMPUTER INC(SMCI)$ 's bottoming chart. Everyone knows what happened next.

$CoreWeave, Inc.(CRWV)$ CRWV and NBIS one-month charts are almost aligned, both down roughly the same amount and moving together. The reason this started happening is from the latest AI earnings, where expectations were blown out by a wide margin. Scale does matter here. Even though the debt looks huge right now, with AI advancing at this rate, demand for AI infrastructure should keep growing, and CRWV's massive fleet will likely be sold out soon. That's why the backlog is so large, and that backlog is real. Achieving this requires money, and the people who signed up already understand that. They will back CRWV down the line. Just staying patient for now.

The 10-year yield is back under 5%. No surprise the market recovered. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$SPDR S&P 500 ETF Trust(SPY)$  $Apple(AAPL)$ Stayed pretty composed through all the drama. Nice to see that.

$SPDR S&P 500 ETF Trust(SPY)$ I can already see how this plays out. I get excited about my 758 calls, and then at the open it gets hammered into oblivion. I've seen this movie before, so no steak tonight, just ramen.