$Moderna, Inc.(MRNA)$ $SPDR S&P 500 ETF Trust(SPY)$ INO's nucleic acid medicine doesn't need toxic PEG or lipids, just protein in water, so the safety profile looks pretty clean. INO and mRNA both work the same way as nucleic acid medicines, and both are bringing products to market right now.
$SPDR Gold ETF(GLD)$ QE is back. Rate hikes have been officially cancelled, and the US Treasury capitulated in August 2026. The Fed is next, with the annual Jackson Hole Economic Symposium set for August 27-29. Over the past few weeks I have been saying that AI bears and skeptics are better off accumulating gold and silver, both physical and paper, rather than trying to short individual AI infrastructure stocks. The reason is the roughly 3 trillion in off-balance-sheet debt keeping the AI circular financing setup going. Today we got more evidence for why that approach makes sense. If that AI infrastructure debt bubble pops, gold and silver would likely run to all-time highs as the last obvious place left.
$CoreWeave, Inc.(CRWV)$ OK, this is getting a bit silly at this point. It blew through 94 and is now dropping through 93. We had great earnings and solid future prospects. I bought more at 93. I'll keep buying because this is a good company with a great future.
$CoreWeave, Inc.(CRWV)$ Will the Seeking Alpha article trigger panic buying in CRWV tomorrow? A Seeking Alpha article can move a stock, but panic buying only happens when the article amplifies conditions that are already present in the market. For CRWV, those conditions are partially in place. Why a pop is plausible: the article's framing around an "AI debt machine starting to turn" is emotionally charged and narrative-shifting. CRWV is a low-float, high-volatility AI infrastructure stock that reacts strongly to sentiment catalysts. Short interest is elevated, and the article directly challenges the bear thesis. Retail traders respond to "inflection point" stories, and this article reads like one. Looking back,
$CoreWeave, Inc.(CRWV)$ CRWV genuinely has a pretty strong setup right now. Revenue is accelerating at triple-digit pace, and the backlog has exploded past $100B plus another $25B just six weeks into Q3. They also added 500 megawatts of new active power capacity, and management keeps raising the 2026 guidance. All of that is backed by hyperscaler-level AI demand.
$SPDR S&P 500 ETF Trust(SPY)$ Yardeni raised their year-end S&P 500 target from 8,250 to 8,400 last week. They are sticking with the 10,000 target by the end of the decade, though they mentioned it might be raised. The S&P 500 is up 141.0% so far this decade, already making it the sixth-best decade since the Roaring 1920s.
$SPDR S&P 500 ETF Trust(SPY)$ With 56 trading days left until Election Night, SPX is up 13.7% YTD for 2026. That makes it the third best year-to-date performance in a midterm year at this point in S&P 500 history. Only 1986 and 1958 were better.
$CoreWeave, Inc.(CRWV)$ They posted a solid Q2 print. Revenue jumped 112% to $2.58 billion, and the backlog sits at $104 billion. The Q3 guide looks pretty good too.
$CoreWeave, Inc.(CRWV)$ Price action has been solid, and I think it could keep going. If there are shorts out there getting margin calls, they only have a few days to cover if they haven't done so already. Dragging their feet would probably just make it more expensive for them.