$CoreWeave, Inc.(CRWV)$ 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.
$NVIDIA(NVDA)$ 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.