$CoreWeave, Inc.(CRWV)$ 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.

$CoreWeave, Inc.(CRWV)$ CRWV will be fine in the long run. These macro market moves feel like a chance to pick up shares at a discount. The recent quarterly earnings report showed the path this company is on. And with how things swing, the market could easily whip back the other direction soon enough, and this will look like a pretty good entry window for CRWV.

$CoreWeave, Inc.(CRWV)$ Nothing has changed since earnings. The debt was already well known, and the rate issues were already there. Nothing changed overnight... it just looks like another opportunity to enter before $120+.

$CoreWeave, Inc.(CRWV)$  Just speculating here, but we might turn green since the 16M shares to bring institutional shares already hit 80% for the day. If that plays out, I think we could see pivot price up to $109. Just my take.

$CoreWeave, Inc.(CRWV)$ UBS Asset Management Americas boosted its stake in CoreWeave quite a bit last quarter. Their latest 13F-HR shows 1,415,103 shares of CRWV as of June 30, 2026, valued at $140,859,353. That's up from the 859,104 shares they reported in the previous filing, which works out to a 64.72% increase in shares. The position is now worth $152,449,046.

$CoreWeave, Inc.(CRWV)$ Not selling anything. Some people seem pretty eager to get shares here. $250 is what I'm watching for the next move.

$NVIDIA(NVDA)$  Most days I can just stay in my pajamas if I feel like it. NVDA is the reason. Honestly, I owe a lot of my life to this company and this stock.

I can't think of a single mega-cap company with a more parabolic revenue trajectory than $NVIDIA(NVDA)$  right now. The speed of this data center infrastructure buildout is unlike anything in modern market history. From hyperscaler capex to enterprise AI deployments, the top-line trajectory looks less like a standard corporate growth curve and more like a vertical wall. Good luck finding a comparable chart with this level of scale in today's market.

$NVIDIA(NVDA)$ Only 3% left to go until 200 or higher, which was the target from a few days back. Now sitting at 197, but from here the targets keep getting revised lower each day.

$NVIDIA(NVDA)$  Looks like it will probably bounce around this 192 support zone again. If it doesn't hold, it's lights out. I took a small long again here, got a small 140K position in 190 calls for next week, using some of the 573K winnings from the 213 short.

$NVIDIA(NVDA)$ The after-hours price recovery didn't hold, and it's now back in the red. I'm still holding my NVDA shares.

$NVIDIA(NVDA)$ Feels like it's selling off as if the company just posted stellar earnings and guidance.