To The Moon

$CoreWeave, Inc.(CRWV)$  Could be a strong recovery day if CPI doesn't come in too hot. I added to my CRWV position.

$CoreWeave, Inc.(CRWV)$ When CoreWeave started out, rates were only around 15 million dollars per MW. So getting validation from Musk that rates are now going to be 30-50 million for the foreseeable future is significant, and could mean revenues well north of 250 billion for their GWs. Musk stated just a couple of weeks ago that AI data center rates are now 30-50 million per MW, and that when they hit 10 GWs their revenue will be 300-500 billion. Apparently he believes those prices will hold, and that is why they will spend tens of billions to build another 10-20 GWs. This news should have doubled CoreWeave in short order. But only a few are paying attention to facts in this market, while most rely more on headlines that have been repeated ov

$CoreWeave, Inc.(CRWV)$ With all the recent insider buying, the very low PE, the free cash flow, minimal debt, and solid credit, I can't understand how this stock is down.

$NVIDIA(NVDA)$  We just sold most of our 230-232.5 puts at 224 for 250% profits from the entry, which works out to about 478K in profits on my end. The trading group as a whole likely did well north of 4M.

The market doesn't care about $IREN Ltd(IREN)$ 's deals with $NVIDIA(NVDA)$ , $Dell Technologies Inc.(DELL)$ , or hyperscalers right now. There's just no trust in $IREN Ltd(IREN)$  at this point. That means patience is required while the ARR builds up over the years. Eventually the stock will have its run, once the proof becomes too clear to ignore.

$NVIDIA(NVDA)$  Data center buildout isn't slowing down. We're in a race with China folks, and thanks to Nvidia, we're currently ahead. It's hard to see the case for betting against that.

$NVIDIA(NVDA)$ Long term investing comes down to positioning. Nvidia is about as entrenched as it gets with partnerships, investments, and products tied to AI. If AI succeeds, Nvidia succeeds. Hard to see much of a question there.

$NVIDIA(NVDA)$ Friendly reminder: NVDA has red days, weeks, and even months. But what about years? Hardly. NVDA has been up in 11 of the past 13 years, and it's up in 2026. That's what matters to any long term investor.

Price is too high not to hit the distribution area, and too low not to sweep the liquidity below $190. $NVIDIA(NVDA)$  is once again subject to crowd psychology. Old cats won't get trapped.

$CoreWeave, Inc.(CRWV)$  Once the crypto pump cools off, we should get moving again. The fact that it's just holding around $90 right now feels like a good sign to me.