To The Moon

$CoreWeave, Inc.(CRWV)$  Oracle is still priced like a software company that rents GPUs. Last quarter it shipped like an AI factory: +121% infra, 850 MW, 300k GPUs, 98% utilization, old boxes renewing at a 20% premium, $664B backlog with a large prepaid slice. At half a trillion they already have scale. A trillion does not need a new story—just this one converting a few more years while the market argues about the burn.

$CoreWeave, Inc.(CRWV)$ Looking ahead: why AI infrastructure keeps expanding regardless of Fed rates. AI demand is non-cyclical, it is structural. The compute demand is driven by hyperscalers, enterprise AI adoption, sovereign AI, defense and national security, and inference workloads exploding. These forces do not slow down because the Fed moves 25-50 bps. AI is not a discretionary consumer product. It is a strategic infrastructure race. Hyperscalers are increasing capex even during high-rate periods. Look at the last two years, rates were the highest in 20+ years, yet Microsoft AI capex, Google AI capex, Meta AI capex, and Amazon AI capex all hit record highs. If the biggest buyers of compute are accelerating spending in a high-rate environ

$CoreWeave, Inc.(CRWV)$  It's up 128 percent from the start anyway. I just hope some big institution doesn't use my buy as exit liquidity.

$CoreWeave, Inc.(CRWV)$  CRWV is the kind of name you stay bullish on because it's not just a trade, it's a conviction story. The company has locked in a $99–104B backlog of take-or-pay contracts, guaranteeing demand for years to come, while revenue is doubling year-over-year with guidance raised to $12–13B for 2026. NVIDIA's strategic stake cements CoreWeave's role as the backbone of AI compute infrastructure, and institutions are heavily positioned, showing smart money conviction. Yes, the debt load makes it hypersensitive to rates, but that leverage is fueling expansion at scale — and the tape is proving resilient, with the 92–93 shelf holding firm and buyers attempting to protect the 92-93 support level. Thi

$SUPER MICRO COMPUTER INC(SMCI)$ The valuation gap here is getting hard to ignore. Looking at the P/E comparison: SMCI: 11.85x trailing | 8.89x forward HPE: 54.78x trailing | 15.13x forward DELL: 39.23x trailing | 25.92x forward CRWV: No meaningful P/E — unprofitable NBIS: ~1,637x trailing And then SMCI's fundamentals: - $11.1B Q4 revenue - ~93% YoY growth - $1.70 adjusted EPS - $65B–$72B FY27 revenue guidance - ~$39B trailing revenue Even with all that, the market is pricing SMCI at less than 9x forward earnings. DELL's forward multiple is nearly 3x SMCI's. HPE's is roughly 70% higher. That's the setup. SMCI doesn't need a CRWV/NBIS-style valuation to work. A rerating toward even HPE's forward multiple would represent roughly 70% multiple ex

$CoreWeave, Inc.(CRWV)$ Frustrating one. I did a quick trade and made $1.5K in 2 minutes, but with a bit more patience that would have been $12K. Oh well. I still think this is a $200 stock by Christmas. If another dip shows up, I plan to buy it hard.

$CoreWeave, Inc.(CRWV)$  A friend of mine said he would buy $NEBIUS(NBIS)$  on any pullback, but it looks like he still hasn't gotten the chance.

$Coinbase Global, Inc.(COIN)$ Circle is going public, which is definitely good news for Coin. After Circle goes public, USDC stablecoin can better absorb US dollar funds and directly help Coin's revenue growth. This trend also represents the future development direction of finance. I think you can buy more. It has great potential in the long run!

$IONQ Inc.(IONQ)$ just landed a $22M deal with EPB to launch the first U.S. quantum computing + networking center in Tennessee. This isn’t just a win，it’s a major strategic foothold. Think of it like buying early-stage $NVIDIA(NVDA)$ when no one was paying attention. Tiny market cap now, but the upside? Massive. Quietly building my position and letting the future compound.

$TENCENT(00700)$ is focused on creating high-quality content and services for the Greater China region, while externally investing billions every year to reward shareholders and stabilize the stock price，indirectly supporting the $HSI(HSI)$ . This kind of company is built for long-term stability and growth. With strong fundamentals and significant potential for future development, it’s definitely worth keeping an eye on and holding for the long haul.