To The Moon

$CoreWeave, Inc.(CRWV)$ capitulation or dead cat bounce,,, $Galaxy Digital Holdings Ltd.(GLXY)$  $APPLIED DIGITAL CORP(APLD)$ 

$CoreWeave, Inc.(CRWV)$ Dropped 15% yesterday after some of its bonds briefly yielded 15%. That looks like a financing scare, not a broken business. $104B backlog, BofA and Deutsche kept their Buys, and Jensen says it's getting stronger. Most neoclouds won't survive. CRWV will.

$Riskified Ltd.(RSKD)$ Agentic AI is shaping up to be the next retail wave, with autonomous bots doing the buying for consumers. For merchants that are already vulnerable to fraud, that creates a blindspot Riskified is built to address. First, there is the telemetry void. Legacy tools lean on human signals like mouse movement and hesitation. AI shopping agents check out in milliseconds through APIs, so legacy filters mistake them for attack bots and trigger false declines that lock out real sales. Second, there is identity linking. When session signals disappear, Riskified queries its Global Identity Graph. It links an AI agent's purchase back to the buyer's verified historical identity, separating personal shopping agents from weaponized fra

$Amazon.com(AMZN)$ Bulls are ahead by 24.5 on the Bull vs Bear gauge after Friday's +3.3% move to $262.43. That's almost double $Tesla Motors(TSLA)$ 's lead and well ahead of NVDA. Big tech's quiet leader right now?

$NVIDIA(NVDA)$  Stocks that break through 52-week highs tend to keep making new record highs. I'm buying the dips and expecting a pullback off the highs in the morning, followed by a push through 240.

$CoreWeave, Inc.(CRWV)$  It needs to stay above $90. It has been struggling to hold that level for a few weeks now. I hope this isn't just a premarket spike.

$CoreWeave, Inc.(CRWV)$ If that $90 call wall gets taken out, it could squeeze pretty hard. There's a lot of open interest sitting there.

$CoreWeave, Inc.(CRWV)$ Fresh news, something is coming. Get ready. $NVIDIA(NVDA)$  $NEBIUS(NBIS)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$CoreWeave, Inc.(CRWV)$ Interesting stat on CoreWeave. They now have roughly the same compute capacity as SpaceX right now, about 2 GWs. Musk is touting up to 50 million per MW, which works out to about 100 billion in revenue for 2 gigs. CoreWeave has about 130 billion in LT contracts, and even if 20% of the smaller renewals get bumped to the 40-50 range, the results are staggering. Musk is touting 300-500 billion in revenue from 10 GWs, and CoreWeave will have 8 in a couple of years. Apparently they built their debt model based on compute levels of about 15M per MW, and now they're at 40-50. Just think about that. 8 GWs at 15 is about 120 billion in revenue. 8 GWs at 50 is 400 billion, same capex. Aren't any of the analysts doing the math? P

$CoreWeave, Inc.(CRWV)$  Volume dried up and that just opened the door for manipulation. The market feels really dirty right now. I honestly doubt real people are still selling. It looks like pure algo-driven manipulation. They have to flip soon, because at this point I don't see how it's even worth it to only burn longs on AI stocks. These market criminals didn't just burn us.