$IREN Ltd(IREN)$ What's the options market indicating for the stock? Looks like call bets are way heavier than puts. I also think all the shorts could trigger a squeeze if the price moves higher.
$CoreWeave, Inc.(CRWV)$ will become a massive company. Profit taking is in effect, it will trend higher during the earnings call, and the price could head towards 150.
$Circle Internet Corp.(CRCL)$ Price is moving with Coinbase. That doesn't add up; investors are drawing the wrong connection. Circle is bound to take off when crypto picks up steam. Don't assume Circle just profits from interest rates. Check out Tether's earnings.
$Western Digital(WDC)$ Just like Disney replaces light bulbs before they burn out, data centers will do the same for the memory sector overall. This is positive for WDC, SNDK, SK HYNIX, MU, STX. My top two picks are WDC and SNDK, but what this really means is the message is finally clear: this sector is no longer a cyclical plumbing buy-it-once-and-done story. We can debate whether the lifespan is 5, 7, or 10 years, but the bottom line is every sale will be repeated every 5, 7, or 10 years. Good luck to the longs.
$SoFi Technologies Inc.(SOFI)$ At this point, it would be the perfect time for HOOD to make an offer for SOFI. If GME is offering to buy EBAY, anything could happen in this crazy market. But a merger between HOOD and SOFI would be fantastic. There's very little overlap between the two.