$CoreWeave, Inc.(CRWV)$ Revenue backlog estimates currently range from $66.8B to $90B+, depending on the analyst's methodology. CoreWeave continues to expand its financing capacity: $3.5B in convertible notes, $1.75B in senior notes, and an $8.5B GPU-backed facility. These moves reinforce its ability to fund over $30B in capex for 2026. Bullish. The stock at $300, and then the path looks more open.
The AH dip isn't the real move. These are Limit Sell orders by MMs and Institutions, and just seconds before the market opens tomorrow, all these sell orders will be cancelled. In turn, once the market recognizes the lower share prices around 1-1.5 hours after the open, these same MMs and Institutions will scoop them right back up at major discounts. Meanwhile, those retail investors who sold out of fear will be stuck with losses, watching $SanDisk Corp.(SNDK)$ shoot over $1000+. With all the catalysts ahead, I wouldn't recommend giving up your shares.
$SPDR S&P 500 ETF Trust(SPY)$ In a normal market, when Trump gives positive news at 6pm, it'd typically be a sell-the-news event, since the market's been rallying on the assumption the war is over. But in this market, it'll just surge even more...
$SanDisk Corp.(SNDK)$ It looks like there’ll be some profit taking today. That’s okay, with earnings in a couple of weeks and the stock split announcement, it should take us to $1,200. After the split, we’ll stagnate and drift lower. But it will finish at $1,500 by the end of the year.