To The Moon

Why the $500B+ $NVIDIA(NVDA)$  x $SK hynix(SKHY)$  deal is a real game-changer for CRWV. To me, the biggest bear case on CoreWeave was never about demand. It was the hardware supply bottleneck, specifically HBM4 memory shortages for the next-gen NVL72 Vera Rubin chips. Nvidia just locked in a massive long-term HBM4 memory supply deal with SK Hynix and is building a 2GW AI factory. That changes the supply picture materially. What I think it means for $CoreWeave, Inc.(CRWV)$ : no more supply bottleneck. CoreWeave is Nvidia's top preferred AI Neocloud partner. Guaranteed HBM4 supply from Nvidia effectively means guaranteed hardware delivery, which mea

$IBM(IBM)$ IBM PT 7/21/26: TheStreet Pro Guilfoyle $410 Melius Research $390 DBS $365 Barclays $350 Wedbush $350 Oppenheimer $350 Goldman Sachs $335 Susquehanna $303 Morgan Stanley $293 Argus Research $280 B of A $280 Bernstein $280 BMO $270 RBC $270 Jefferies $260 Citigroup $255 Evercore $250 JP Morgan $250

$Micron Technology(MU)$ $SK hynix(SKHY)$  DRAM.XThe chairman of SK Hynix just pointed out how severe the AI memory shortage is now. He mentioned they're ramping up supply as much as they can, but demand is growing even faster. According to him, AI chip demand next year could jump 60% to over 100% year-over-year, while memory demand is expected to grow around 50% to 60%. The situation has gotten to the point where companies globally are scrambling to secure available memory supply. The takeaway is pretty straightforward: AI demand isn't cooling off—the real constraint is on the supply side. Memory is still one of the biggest bottlenecks in the whole AI infrastructure

$STRATEGY INC VAR RT SER A PERP STRETCH PREFERRED STK(STRC)$ Michael Saylor is buying more Bitcoin above $100,000. The dividend seems secure for years, and Bitcoin's upward trend could keep funding it for decades. $Strategy(MSTR)$  BTC.X $SPDR S&P 500 ETF Trust(SPY)$  $SpaceX(SPCX)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ China's ChangXin Memory Technologies, CXMT, could potentially start offering products at a price point around one-fifth of Micron's in the not-too-distant future. That's a development worth watching closely.

$SK hynix(SKHY)$ I'm adding to my position with August 21 $190 Calls. It's down 16% in a month and 9.6% over the past week on the KOSPI, but it turned around recently. I'm still holding.

$Micron Technology(MU)$ $hynix-WI(SKHYV)$  Goldman Sachs is advising that among semiconductor and tech stocks whose valuations have dropped a lot recently, it's necessary to be selective and only increase holdings in the leading names that are likely to surge when the market normalizes. Basically, they're saying to load up.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I might get some pushback for this view, but I'm doubling down on my position.

$SpaceX(SPCX)$  where are the bears?

$SpaceX(SPCX)$ It's at 147 now? I thought it was supposed to be 150. Needs to push a bit harder.