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Read into the details. The Hyperscalers are spending. Big. And they will continue to do so for the next few years. If you want to play safe, buy into the areas where they will be putting their money into. Nividia stands at the too of the heap. Them comes the others like SKHynix, Samsung, AMD, AMAT, SMCI. And don't forget the others which provide yhe supporting infrastructure products like Marvell and CoreWeath.
The AI Spending Boom is Outrunning Wall Street Estimates
$WF International(WXM)$ Scarily low volume now. A total lack of interest. Clearly the meme crowd have abandoned this ship. Best not to be holding any shares of this company unless they have a terrific turnaround story.
Google has just joined Nvidia in taking a big stake in Marvell. I see this may happen with CRWV as well. It makes sense for the other mega AI players to take positions in AI infrastructure plays.
So now Google has joined Nvidia as major stakedholders of Marvell. This is very good statement of support.
Marvell Technology Shares up 5.7% Premarket After Co Enters Deal with Google for Custom Chips
So was today another God-sent or the start of the meltdown some was calling for? What do you guys think? Shall we ear-mark today and all the comments and revisit next week? Possibly mid-week? Why mid-week? Because the was the time when stocks rallied to another record high after a brutal sell-off the week before.
$CoreWeave, Inc.(CRWV)$ About time. The rocket is igniting now. It was just too odd when every AI stock was flying but CRWV was going the other way.
The leader of the free world has gone insane. Or was he aways this way?
Trump Says Secret Channels with Iran's Revolutionary Guard Open; IRGC Calls Claim a 'Hallucination'
He is a psychopath. He is totally ouy of his mind. Wake up America!
Trump Threatens Oman with Bombing If It Obstructs US
First he claims Panama. Now Hormuz. Next Suez. Why not straits of Taiwan, Malacca, Cape Of Good Hope, English Channel, etc. as well?
Trump Suggests Strait of Hormuz Could Become a U.S. Territory
Is the AI boom the new Internet Bubble? When you ask this question, do remember one bery important thing. The Internet did not die. In fact, almost everyone in the world now uses the internet in one way or another. The bubble killed off the "pretend" internet stocks. The real ones like Amazon is still around. In fact, Amazon is now one of the largest companies in the worldAnd as for AI, it is true. AI is the new "Internet". Because very very soon, everyone in the world will be using it. Another analogy, think mobile phones. Where was mobile phone in the 90's? Very few individuals were able to have one. Where is mobile phone now? Even beggars in Chinese cities carry one. AI Bubble? I want in now! Before they foam into an ocean of bubbles that are too expensive to get into. But listen
$CoreWeave, Inc.(CRWV)$ The only negative that I am seeing from the latest financial report is the debt and the interest costs. All others from revenue to margins to EBIT has rocketed out of the park. On the fear of Debts and interest, I believe Jensen Huang's Mega-Finance Pac he has created is the solution. And his partners are really the who's-who in mega-finance right now. And just look at Nvidia's own commitment to CRWV. Read the following:- "Existing Footprint: From CoreWeave to a $500 Billion Industrial Fund NVIDIA's presence in the neo-cloud space has been established for some time. According to the Morgan Stanley report, since investing in CoreWeave in 2023, NVIDIA has extended this strategy to several other cloud providers. It
$CoreWeave, Inc.(CRWV)$ Repeating from Tiger AI on outlook for CRWV:- The recent news flow for CoreWeave (CRWV) is overwhelmingly bullish, driven by a strong Q2 2026 earnings beat that confirmed robust AI demand and a massive $104 billion backlog. However, key risks around its high debt load, dependence on Nvidia, and the potential for client competition warrant attention.
The cash burn is in yhe investment to increase offerings and capacity. This is demand driven, to facilitate the growth that they are projecting. Last week we saw a super price collapse for almost every AI counters. For the very same reason. High CAPEX expenditures. Now look where they are now. Back to record territories. High valuation is the norm now.
Nebius, CoreWeave And The Scarcity Premium: Record Compute Pricing, Record Cash Burn
$CoreWeave, Inc.(CRWV)$ Neoclouds. This is the way to go. Legacy structural Data Centres are having to evolve their business models to get involved with providing cloud offerings. All businesses are going shared service model as they address CAPEX challenges. Neocloud is the future. Just, which one is the best placed to win it all is the question.
Overall the feeling is still heavy on bullish optimism. Not just on CRWV but AI as a whole. The AI bubble fear seems to have fizzled out. The fear bubble popped instead.
Option Focus | CoreWeave Draws $5.6 Million in Deep ITM Call Buys, Targeting $90 and $100 Strikes for 2026 as Bullish Sentiment Overwhelms
This statement practically confirms it. Trump's administration has run out of bullets. They have depleted their military hardware and can bo longer attack Iran physically. This is the real reason they have shifted to economic warefare.
Bessent Says US to Apply Measures Never Seen on Iran
$WF International(WXM)$ This is a comeback from the dead story. It was a meme stock which recorded a high of $42 just a few months ago. Will this great big leap up hold ? That's the question on every holders mind right now. I suppose, if trends can be followed, a new meme bull run usually goes on for a week or so. Not because of the business announcement about winning a business/distribution right in China, but purely because it had fallen from the lofty $42 mark. But just because very careful or be very brave and quick if you want to get involved.
$Marvell Technology(MRVL)$ Super volatile session for MRVL. At one point early in the day it almost crossed $230. Now back down to $209. Was this a bear-trap or just an early indication of a big recovery? This week is goong to be more exciting than Odyssey.
Trump losing the Iran war but can't afford to admit it. The US are running low on missiles and the US piblic opinion is deeply against Trump's handling of this matter. But Trump can't afford to admit this and is coming up with a new fake narative. The rhetoric has turned from ending the "Iranian civilisation" to now "low-balling Iran", which is saying we will not attack Iran anymore. What a loser. https://www.straitstimes.com/world/united-states/trump-says-us-low-keying-it-with-iran
Trump's Friendly Iran Peace Talks. Iran wants to bar US, Israeli ships from Hormuz in peace accord. Looks like the friendly talks are not resulting in a friendly result for the US. So much for agreement by this week. Is anyone still oaying any attention to what this guy is posting now? https://www.straitstimes.com/world/middle-east/iran-wants-to-bar-us-israeli-ships-from-hormuz-in-peace-accord
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