To The Moon

Bullish....after earning result release

CoreWeave’s ( $CoreWeave, Inc.(CRWV)$ ) meteoric 250% rise since its March 2025 IPO has investors on edge as Q2 earnings loom on August 12, 2025. The AI cloud powerhouse plans $20-$23 billion in 2025 capex but has only secured $5 billion in debt financing—how it bridges this gap will be the earnings spotlight. SoundHound AI ( $SoundHound AI Inc(SOUN)$ ) surged 21% post-earnings on August 7, but CoreWeave faces a massive lock-up expiration (83% of Class A shares unlocked) right after, potentially flooding the market. Is this a SoundHound-style rally in the making, or a prime SELL CALL opportunity? This deep dive explores CoreWeave’s earnings outlook, lock-up risks, SoundHound comparison, and strategic inve

How Nebius Came Onto My Radar When I first discovered Nebius Group $NEBIUS(NBIS)$ , it was not by accident. I had been actively scanning the AI and cloud infrastructure landscape, looking for companies that were not only growing but also positioned to become essential in the AI-driven economy. Nebius, headquartered in Amsterdam, immediately stood out. The company is building cloud infrastructure and software platforms purpose-built for AI's demanding computing needs — workloads that require immense processing power, high efficiency, and global scale. Its story became even more compelling when I learned that Nebius is the rebranded successor of Yandex's non-Russian assets. After exiting the Russian market, the management team repositioned the busin

      

$SoundHound AI Inc(SOUN)$ SoundHound AI’s shares exploded following a blowout quarter. For investors who track thematic momentum — particularly anything that smells like “Nvidia adjacency” or AI-platform upside — the reaction has been electric: a mid-week rally that erased weeks of downward pressure and thrust the name back into headlines. But underneath the price action are two competing narratives: (1) a genuine acceleration in voice and conversational AI monetization across auto, restaurants and enterprise customer service, and (2) an outsized multiple being attached to a still-lossmaking business that depends on execution, channel scaling and margin improvement. This article dissects the numbers, the market’s reaction, the fundamentals and wha

$NASDAQ(.IXIC)$ $SoundHound AI Inc(SOUN)$ SoundHound AI (NASDAQ:SOUN) ignited a 21% stock surge to $13.07 in premarket trading following its Q2 2025 earnings beat on August 7, 2025, outpacing a broader Nvidia-linked rally. The company reported $42.7 million in revenue (up 217% YoY, beating the $32.9 million estimate), an adjusted EPS loss of $0.03 (better than the $0.09 forecast), and raised its 2025 revenue outlook to $160-$178 million. Wall Street analysts, including Wedbush (Outperform, $16 target), are bullish, citing robust growth in automotive, restaurant, and enterprise AI. With Nvidia-linked stocks like Nebius and CoreWeave up 7%, Innoviz up 3%, RXRX and Arbe Robotics up 2%, and Aurora Innovation

Though the term “Nvidia Concept Momentum" is not a formally recognized financial or technical term. but it has used by many in the investment community to describe the positive market sentiment and stock price movement of companies that are perceived to be closely aligned with or benefiting from Nvidia's dominance in the AI and GPU market. This "momentum" is often driven by a narrative of a company being a key partner, customer, or a beneficiary of the broader AI trend that Nvidia is leading. The reason this "concept momentum" seems to work for $SoundHound AI Inc(SOUN)$ but not $C3.ai, Inc.(AI)$ can be attributed to several factors related to their specific businesses and their relationship with Nvidia. Sou

🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI ($SoundHound AI Inc(SOUN)$  ) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo

SoundHound Call Options Volume Triples After Revenue Blew Past Estimate $SoundHound AI Inc(SOUN)$  's call options volume more than tripled after the voice-based artificial intelligence (AI) company reported revenue and gross margin that blew past analysts' estimates and raised its full year outlook late Thursday. The company also launched Vision AI, which unites voice and visual capabilities into one intelligent platform, allowing the technology to listen, see, and interpret the world around it. The system was designed to meet the needs of enterprise applications including AI-powered retail inventory intelligence, hands-free equipment troubleshooting and personalized drive-thru experiences."  "We are movin

$SoundHound AI Inc(SOUN)$ $NVIDIA(NVDA)$ 🚀🛰️📊 $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’s ( $CoreWeave, Inc.(CRWV)$ ) meteoric 250% rise since its March 2025 IPO has investors on edge as Q2 earnings loom on August 12, 2025. The AI cloud powerhouse plans $20-$23 billion in 2025 capex but has only secured $5 billion in debt financing—how it bridges this gap will be the earnings spotlight. SoundHound AI ( $SoundHound AI Inc(SOUN)$ ) surged 21% post-earnings on August 7, but CoreWeave faces a massive lock-up expiration (83% of Class A shares unlocked) right after, potentially flooding the market. Is this a SoundHound-style rally in the making, or a prime SELL CALL opportunity? This deep dive explores CoreWeave’s earnings outlook, lock-up risks, SoundHound comparison, and strategic inve

How Nebius Came Onto My Radar When I first discovered Nebius Group $NEBIUS(NBIS)$ , it was not by accident. I had been actively scanning the AI and cloud infrastructure landscape, looking for companies that were not only growing but also positioned to become essential in the AI-driven economy. Nebius, headquartered in Amsterdam, immediately stood out. The company is building cloud infrastructure and software platforms purpose-built for AI's demanding computing needs — workloads that require immense processing power, high efficiency, and global scale. Its story became even more compelling when I learned that Nebius is the rebranded successor of Yandex's non-Russian assets. After exiting the Russian market, the management team repositioned the busin

$SoundHound AI Inc(SOUN)$ SoundHound AI’s shares exploded following a blowout quarter. For investors who track thematic momentum — particularly anything that smells like “Nvidia adjacency” or AI-platform upside — the reaction has been electric: a mid-week rally that erased weeks of downward pressure and thrust the name back into headlines. But underneath the price action are two competing narratives: (1) a genuine acceleration in voice and conversational AI monetization across auto, restaurants and enterprise customer service, and (2) an outsized multiple being attached to a still-lossmaking business that depends on execution, channel scaling and margin improvement. This article dissects the numbers, the market’s reaction, the fundamentals and wha

Bullish....after earning result release

$NASDAQ(.IXIC)$ $SoundHound AI Inc(SOUN)$ SoundHound AI (NASDAQ:SOUN) ignited a 21% stock surge to $13.07 in premarket trading following its Q2 2025 earnings beat on August 7, 2025, outpacing a broader Nvidia-linked rally. The company reported $42.7 million in revenue (up 217% YoY, beating the $32.9 million estimate), an adjusted EPS loss of $0.03 (better than the $0.09 forecast), and raised its 2025 revenue outlook to $160-$178 million. Wall Street analysts, including Wedbush (Outperform, $16 target), are bullish, citing robust growth in automotive, restaurant, and enterprise AI. With Nvidia-linked stocks like Nebius and CoreWeave up 7%, Innoviz up 3%, RXRX and Arbe Robotics up 2%, and Aurora Innovation

Though the term “Nvidia Concept Momentum" is not a formally recognized financial or technical term. but it has used by many in the investment community to describe the positive market sentiment and stock price movement of companies that are perceived to be closely aligned with or benefiting from Nvidia's dominance in the AI and GPU market. This "momentum" is often driven by a narrative of a company being a key partner, customer, or a beneficiary of the broader AI trend that Nvidia is leading. The reason this "concept momentum" seems to work for $SoundHound AI Inc(SOUN)$ but not $C3.ai, Inc.(AI)$ can be attributed to several factors related to their specific businesses and their relationship with Nvidia. Sou

SoundHound Call Options Volume Triples After Revenue Blew Past Estimate $SoundHound AI Inc(SOUN)$  's call options volume more than tripled after the voice-based artificial intelligence (AI) company reported revenue and gross margin that blew past analysts' estimates and raised its full year outlook late Thursday. The company also launched Vision AI, which unites voice and visual capabilities into one intelligent platform, allowing the technology to listen, see, and interpret the world around it. The system was designed to meet the needs of enterprise applications including AI-powered retail inventory intelligence, hands-free equipment troubleshooting and personalized drive-thru experiences."  "We are movin

$SoundHound AI Inc(SOUN)$ $NVIDIA(NVDA)$ 🚀🛰️📊 $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

      

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

🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI ($SoundHound AI Inc(SOUN)$  ) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo

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.

$SoundHound AI Inc(SOUN)$  

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

$CoreWeave, Inc.(CRWV)$ 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