To The Moon

$SoundHound AI Inc(SOUN)$ $NVIDIA(NVDA)$ 🚀🛰️📊 $SOUN 217% Revenue Surge, 40% Short Float, Wedge Breakout Targeting $14.70 and $16.50 📊🛰️🚀 SoundHound AI’s Q2 2025 numbers executed with surgical precision: $42.7M revenue (+217% YoY) versus $32.9M consensus ignited a +28.17% gap and +32.25% intraday surge. Price confirmed a wedge breakout with MACD positive, RSI ~71 acting as a volatility trigger, and the 50MA anchoring support. A 40% short float, 126M shares short, and 3.33 days to cover amplify the potential. A decisive $14.70 break on >60M shares could unlock $16.50 quickly, with the $24.98 high back in scope if execution persists. Catalyst Snapshot Q2 2025: $42.7M vs $32.9M consensus; FY25 guidance $16

hard to know what will be the direction of the stocks. now depend whether the company can think out of the box for new design.

$SoundHound AI Inc(SOUN)$  

Following is a summary of the earnings reports and stock price movements of 11 key companies after the market closed on August 7, 2025, EST. The reports are categorized into "up" and "down" groups, along with key catalysts.[Up Winners]1. $SoundHound AI Inc(SOUN)$ rise 14% post market due to raise guidanceSecond-quarter revenue reached $42.7 million, a 217% year-over-year increase, a record high, and the company raised its full-year guidance to $157-177 million. The company highlighted the surge in demand for voice AI in verticals like food service, automotive, and healthcare. CEO Keyvan Mohajer stated that "virtual customer service has become widely accepted."Gross profit margin was 61% (compared to 48% in the same period last year), with subscrip

I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why $Palantir Technologies Inc.(PLTR)$ stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like $Fair Isaac(FICO)$ , $Intuit(INTU)$ , and $Adobe(ADBE)$ . These companies have strong moats, high margins & consisten

I’m ready to ride the earnings wave this week, and I’m placing my bets on $Duolingo, Inc.(DUOL)$ $Vistra Energy Corp.(VST)$ $SoundHound AI Inc(SOUN)$ . Each of these growth names has a history of strong post-earnings moves & I believe we could see some serious action. The recent swings in names like Shopify and Axon have on

Yes a good company and ai is the future 

This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea

I've been keeping an eye on the recent buzz around CoreWeave $CoreWeave, Inc.(CRWV)$  and Navitas $Navitas Semiconductor Corp(NVTS)$  , especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS $NEBIUS(NBIS)$   as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominat

$CoreWeave, Inc.(CRWV)$ CoreWeave and Navitas $NAVITAS PETE LTD.(NVPTF)$ Semiconductor are riding the AI wave, with CoreWeave surging 8% and Navitas jumping 6% after major announcements tied to the “Nvidia Trade.” CoreWeave’s $6 billion commitment to a new AI data center in Pennsylvania, announced on July 15, 2025, aligns with President Trump’s push to bolster U.S. AI infrastructure, while Navitas’s collaboration with Nvidia on power-efficient gallium nitride (GaN) semiconductors for AI data centers fuels its rally. With Nvidia’s $4 trillion market cap setting the pace, investors are asking: Are CoreWeave and Navitas catching up to the AI giant, or are they high-risk bets? This report dives into their su

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  📉🌀📉🚨 Stifel Downgrades $CRWV to Hold from Buy, Raises PT to $115 from $75 Analyst comments: "CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $20.40 per diluted share, funded via all stock through a 0.1235 fixed exchange ratio. The transaction size is to be determined at close, but is estimated at approximately $9 billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly 1.3 GW of gross power post-close and with a potential 1 GW+ of potential incremental power available

🚀 CRWV + Dell AI Cloud Goes Live! ATH Coming? Big tech just got a new contender. CRWV’s official launch of its GB300-powered AI cloud service, in collaboration with Dell, could be the first real challenger to hyperscaler dominance — and the market is finally paying attention. 📈 🧠 CRWV x Dell: The Launch That Turned Heads CRWV surged 8% on launch day, while Dell also saw a modest pop as news spread that they’re powering the first-ever commercial cloud access to NVIDIA’s NVL72 (GB300). This isn’t just another AI chip story. CRWV is the first to offer public GB300 cloud access, and that unlocks serious upside in enterprise AI infrastructure. 🤖 What Is GB300 & Why It Matters NVIDIA’s GB300 architecture — with NVL72 racks — is the next-gen leap in AI training and inference performance. It’s

🚀 CRWV Surges 8% on GB300 Launch — Is This Nvidia's Best Kept Secret? While $NVIDIA(NVDA)$   grabs the spotlight with every chip drop, it's the enablers quietly gaining ground. Case in point: CRWV jumped 8% Thursday after launching a new AI cloud platform powered by Nvidia’s GB300 — in partnership with Dell. So… is this a breakout worth chasing? Or just another flash in the AI hype pan? $CoreWeave, Inc.(CRWV)$   Explained in Plain English 🧠 CRWV isn’t trying to out-chip Nvidia or out-hardware Dell. Instead, it’s positioning itself as a “compute arms dealer” — offering cloud access to cutting-edge AI systems for businesses that want the power but not the o

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Cloud computing trailblazer CRWV $CoreWeave, Inc.(CRWV)$ , often called the “compute arms dealer,” has just dropped a bombshell: in partnership with Dell, it’s launched the world’s first cloud services powered by NVIDIA’s GB300 NVL72 AI systems, now open to customers. The market didn’t waste a second reacting—CRWV shares skyrocketed 8.85% by Thursday’s close, dwarfing Dell’s quieter 1.41% uptick. With NVIDIA’s stock also climbing, the big question is: can CRWV ride this wave to smash through all-time highs? Let’s dive into what’s fueling this surge and what lies ahead. Why CRWV Is Stealing the Spotlight This isn’t just another t

To the moon Sure Wins

$CoreWeave, Inc.(CRWV)$ 🚨💅📈 $CRWV IS DOING THE MOST 📈💅🚨 Okay besties, we need to talk about this CoreWeave chart because it’s giving EXPLOSIVE. Panel 1? Blue candles blasting through resistance like it’s leg day. Those horizontal bars? Major support zones that just got smoked. And when that happens? Momentum doesn’t walk, it RUNS. Now here’s the tea 🍵… we just cleared the top of the volatility hole at $140, and historically that means a 10% to 20% surge. I literally went through this with my Patreon crew, and it’s like clockwork ⏰. It’s also aligning with whale accumulation spiking to 89.11%, which is giving “institutions know something we don’t” energy. And yes, the RSI is at 83.76, which technically screams overbought, but let’s be real… overbou

Nvidia Supplier Navitas Sees Shares Outperform Semiconductor Index After Bruising Sell-Off $NVIDIA Corp(NVDA)$   supplier $Navitas Semiconductor Corp(NVTS)$   saw its shares rebound Monday morning after an almost 22% slump over the past three days. Navitas, the fifth most active stock over the past week, advanced 2.7%, outpacing a 0.8% gain for the $PHLX Semiconductor Index (.SOX.US)$, while the broader $S&P 500 Index (.SPX.US)$ slipped. Navitas ranked behind $Tesla (TSLA.US)$, $NVIDIA (NVDA.US)$, $Palantir (PLTR.US)$ and $UnitedHealth (UNH.US)$ among the stocks with the biggest trading volume on the app. Shares of the company that develops gallium ni

Navitas Semiconductor and CoreWeave’s massive 150% surge in May has definitely caught the market’s attention, showing strong momentum and investor enthusiasm. Such rapid gains often reflect high growth expectations, especially in sectors tied to cutting-edge tech like semiconductors and cloud computing. However, the recent pullback triggered by Jensen Huang’s Nvidia share sale news suggests some caution might be warranted. Big moves like that can shake investor confidence and cause short-term volatility, especially after a sharp rally. It’s common for stocks to retrace some gains after such explosive runs as traders take profits or reassess valuations. For now, whether to go long or short depends on your risk appetite and belief in the fundamentals. If you trust the companies’ growth stori

$CoreWeave, Inc.(CRWV)$ CoreWeave and Navitas $NAVITAS PETE LTD.(NVPTF)$ Semiconductor are riding the AI wave, with CoreWeave surging 8% and Navitas jumping 6% after major announcements tied to the “Nvidia Trade.” CoreWeave’s $6 billion commitment to a new AI data center in Pennsylvania, announced on July 15, 2025, aligns with President Trump’s push to bolster U.S. AI infrastructure, while Navitas’s collaboration with Nvidia on power-efficient gallium nitride (GaN) semiconductors for AI data centers fuels its rally. With Nvidia’s $4 trillion market cap setting the pace, investors are asking: Are CoreWeave and Navitas catching up to the AI giant, or are they high-risk bets? This report dives into their su

I've been keeping an eye on the recent buzz around CoreWeave $CoreWeave, Inc.(CRWV)$  and Navitas $Navitas Semiconductor Corp(NVTS)$  , especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS $NEBIUS(NBIS)$   as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominat

This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Cloud computing trailblazer CRWV $CoreWeave, Inc.(CRWV)$ , often called the “compute arms dealer,” has just dropped a bombshell: in partnership with Dell, it’s launched the world’s first cloud services powered by NVIDIA’s GB300 NVL72 AI systems, now open to customers. The market didn’t waste a second reacting—CRWV shares skyrocketed 8.85% by Thursday’s close, dwarfing Dell’s quieter 1.41% uptick. With NVIDIA’s stock also climbing, the big question is: can CRWV ride this wave to smash through all-time highs? Let’s dive into what’s fueling this surge and what lies ahead. Why CRWV Is Stealing the Spotlight This isn’t just another t

🚀 CRWV + Dell AI Cloud Goes Live! ATH Coming? Big tech just got a new contender. CRWV’s official launch of its GB300-powered AI cloud service, in collaboration with Dell, could be the first real challenger to hyperscaler dominance — and the market is finally paying attention. 📈 🧠 CRWV x Dell: The Launch That Turned Heads CRWV surged 8% on launch day, while Dell also saw a modest pop as news spread that they’re powering the first-ever commercial cloud access to NVIDIA’s NVL72 (GB300). This isn’t just another AI chip story. CRWV is the first to offer public GB300 cloud access, and that unlocks serious upside in enterprise AI infrastructure. 🤖 What Is GB300 & Why It Matters NVIDIA’s GB300 architecture — with NVL72 racks — is the next-gen leap in AI training and inference performance. It’s

🚀 CRWV Surges 8% on GB300 Launch — Is This Nvidia's Best Kept Secret? While $NVIDIA(NVDA)$   grabs the spotlight with every chip drop, it's the enablers quietly gaining ground. Case in point: CRWV jumped 8% Thursday after launching a new AI cloud platform powered by Nvidia’s GB300 — in partnership with Dell. So… is this a breakout worth chasing? Or just another flash in the AI hype pan? $CoreWeave, Inc.(CRWV)$   Explained in Plain English 🧠 CRWV isn’t trying to out-chip Nvidia or out-hardware Dell. Instead, it’s positioning itself as a “compute arms dealer” — offering cloud access to cutting-edge AI systems for businesses that want the power but not the o

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  📉🌀📉🚨 Stifel Downgrades $CRWV to Hold from Buy, Raises PT to $115 from $75 Analyst comments: "CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $20.40 per diluted share, funded via all stock through a 0.1235 fixed exchange ratio. The transaction size is to be determined at close, but is estimated at approximately $9 billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly 1.3 GW of gross power post-close and with a potential 1 GW+ of potential incremental power available

Artificial intelligence (AI) is rapidly evolving from a futuristic concept to the defining technology of our era. With generative AI alone projected to add trillions in economic value by 2030, we're witnessing the early stages of a transformation that will reshape every industry. From voice interfaces and intelligent automation to energy infrastructure and next-generation computing, AI's tentacles are reaching into every corner of the global economy.This revolution isn't just about chatbots and image generators. AI is fundamentally changing how businesses operate, make decisions, and serve customers. Companies that successfully integrate AI into their core operations are seeing dramatic improvements in efficiency, customer satisfaction, and profitability. Meanwhile, those that fail to adap

Yes a good company and ai is the future 

$NVIDIA(NVDA)$ NVIDIA’s not just dominating the AI chip game—it’s planting seeds in smaller companies that could explode into the next big winners. CoreWeave ( $CoreWeave, Inc.(CRWV)$ ), Navitas Semiconductor ( $Navitas Semiconductor Corp(NVTS)$ ), and SoundHound AI ( $SoundHound AI Inc(SOUN)$ ) are three stars in NVIDIA’s investment galaxy, each tied to the tech giant’s vision for the future. With CRWV tripling in a month after NVIDIA boosted its stake, NVTS surging 164% on a fresh partnership, and SOUN earning a bullish $12 price target from Piper Sandler, the question is: which one’s got the rocket fuel to soar? Let’s

$CoreWeave, Inc.(CRWV)$ $NAVITAS PETE LTD.(NVPTF)$ May has been a wild ride for CoreWeave and Navitas Semiconductor, two stocks that have blasted off with gains exceeding 150%. Fueled by the AI frenzy and their ties to Nvidia, these companies have captured Wall Street’s imagination. But yesterday, the momentum hit a snag—both stocks pulled back after news of Nvidia CEO Jensen Huang offloading shares. After such a record-breaking surge, are we staring at a correction, or is this just a pit stop before the next leg up? Let’s break it down and figure out whether to hold tight, cash out, or even bet against the hype. The Rocket Fuel Behind the Rally These aren’t your average stocks—they’re players in the AI

As an investor deeply interested in the AI infrastructure sector, I've been closely monitoring $CoreWeave, Inc.(CRWV)$ since its IPO in March 2025. The company's rapid ascent in the market is impressive, but it's essential to analyze whether its current valuation is justified and if recent developments, like the $APPLIED DIGITAL CORP(APLD)$ partnership, enhance its investment appeal. CoreWeave's revenue skyrocketed from $228.9 million in 2023 to $1.9 billion in 2024, a 737% increase. Projections estimate revenue to reach $8 billion in 2025. This growth is fueled by partnerships with industry leaders like $Microsoft(MSFT)$, OpenAI, and

Big-Tech’s PerformanceWeekly macro storyline: Triple Kill Across Equities, Bonds, and FX – Is Trump Quietly Backing Down?The week began with a series of "black swans": Moody's downgraded the U.S. credit outlook, Japan's government bond auctions saw weak demand, and the U.S. 20-year Treasury auction was poorly received. These were all ripple effects stemming from tariff tensions and hit the market just as the global bond market faces synchronized pressures:Persistent inflation (Japan’s core inflation has remained above the 2% target for two consecutive years),Declining ALM investor demand (as rising interest rates dampen appetite for long-dated bonds),Surging government financing needs (fiscal deficits and debt supply pressure).Rising JGB yields may push U.S. Treasury curves steeper, which

NVIDIA’s investment universe is buzzing with opportunity, and two standout players—Navitas Semiconductor ( $Navitas Semiconductor Corp(NVTS)$ ) and CoreWeave ( $CoreWeave, Inc.(CRWV)$ )—are stealing the show. With NVIDIA’s stock hovering around $130 and its momentum cooling ahead of next week’s earnings, savvy investors are eyeing these smaller companies riding NVIDIA’s coattails. In Q1, NVIDIA upped its stake in CoreWeave from 17.9 million to 24.2 million shares, sparking a stock surge that’s tripled CRWV’s value in just a month. Meanwhile, NVTS rocketed 164% after unveiling a partnership with NVIDIA. So, as NVIDIA’s growth slows, is it time to shift focus to these high-flyers? Between NVTS and CRWV, whi

1. Alphabet $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Business Overview: Alphabet is a leading global technology giant with businesses covering search, advertising, cloud computing and artificial intelligence.Its core product, the Google search engine, dominates the global market, the Google Cloud Platform (GCP) is growing rapidly in cloud computing, and YouTube is the world's largest video platform.In addition, Alphabet's forward-thinking approach to self-driving cabs (via Waymo) and quantum computing offers plenty of scope for future growth.Recent concerns about its search business being eroded by AI and the market over-booking factors, however, in terms of actual revenue and user hours, are inconclusive for

NVIDIA’s Investment Universe: Can NVTS and CRWV Soar Even Higher? As of 05:59 PM NZST on Saturday, May 24, 2025, NVIDIA remains a focal point in the tech investment landscape. The company recently increased its stake in CoreWeave from 17.9 million to 24.2 million shares in Q1, a move that saw CoreWeave’s stock triple in value over the past month. Meanwhile, Navitas Semiconductor skyrocketed 164% on Thursday after announcing a partnership with NVIDIA. However, NVIDIA’s own stock has plateaued around $130, with earnings expected next week. The post raises a critical question: with NVIDIA’s momentum seemingly slowing, is it time to pivot to smaller players like CoreWeave and Navitas? Let’s dive into this dynamic ecosystem and explore what it means for investors. 1. NVIDIA’s Strategic Play: A

If you thought the AI trade peaked in 2023, think again.While the hype around anything labeled “AI” has cooled since last year’s frenzy, the market is now shifting toward fundamentals — and the kingmaker is clearly NVIDIA $NVIDIA(NVDA)$ . Forget who’s talking about AI. The new question is: Who’s actually in NVIDIA’s inner circle?NVIDIA just filed its latest 13F, revealing six investments that offer a blueprint for where it thinks the next wave of AI growth will come from. It’s a full-stack bet — from raw compute to real-world applications — and might give us a serious edge if we’re looking to “copy its homework.”Let’s take a closer look at each name.1. $CoreWeave, Inc.(CRWV)$ Key themes: Cloud compute | G

Market OverviewU.S. stocks closed sharply lower on Wednesday(May 21) as Treasury yields spiked on worries that U.S. government debt would swell by trillions of dollars if Congress passes President Donald Trump's proposed tax-cut bill. 20-year treasury auction goes badly, yields spike as bonds sell off.Regarding the options market, a total volume of 54,913,623 contracts was traded, up 36% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $PLTR(PLTR)$, $Cboe Volatility Index(VIX)$, $MSTR(MSTR)

$Navitas Semiconductor Corp(NVTS)$ The market has spent the past year fixated on model size, parameter counts, and inference latency -- but under the surface, the real choke point is power. Not just the availability of energy, but the architecture that moves it. And that’s what makes $NVIDIA(NVDA)$ move so significant. When the most valuable compute company on the planet taps Navitas to co-develop its next-gen 800V HVDC power delivery systems, it’s not a footnote -- it’s a redirection of where the edge lies in AI infrastructure.This is bigger than silicon. This is about flow. About how electrons are delivered into the densest, fastest, hottest systems humanity has ever built. Blackwell isn’t just more pow