To The Moon

$Meta Platforms, Inc.(META)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Meta just dropped a monster $21 billion AI cloud infrastructure pact with CoreWeave, supercharging its long-term narrative of upgrading ad algorithms through cutting-edge AI and locking in massive compute power for years ahead. 😤 This deal isn't just another headline — it's a clear signal that Meta is all-in on AI-driven monetization, with CoreWeave providing the hyperscale infrastructure to train and run next-gen models that could boost ad targeting efficiency by 25-30%. BNP Paribas is pounding the table with a pre-earnings buy cal

META INKS A $21B COREWEAVE DEAL: IS THIS THE ULTIMATE PRE-EARNINGS BUY? Meta just dropped a massive structural bombshell by signing a $21 billion AI cloud infrastructure agreement with CoreWeave. As if that wasn't enough to wake up the market, BNP Paribas just pounded the table with a wildly bullish pre-earnings note, projecting a staggering 33% Q1 revenue growth and an EPS print above $7.00. This isn't just another routine tech partnership. It is a calculated, aggressive move to dominate the next era of digital advertising. With analysts now citing a potential 66% upside and institutional accumulation shifting into high gear, here is why this deal changes the entire calculus for Meta investors.  1. THE COREWEAVE MASTERSTROKE: SCALING WITHOUT THE CAPEX SHOCK    Historically,

CoreWeave to secure the computing power it needs for AI over the next several years. In simple terms, Meta is locking in the tools and servers required to keep building and improving its AI as competition grows.

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<

My stock in focus today is $CoreWeave, Inc.(CRWV)$ , after announcing a major long-term expansion deal with $Meta Platforms, Inc.(META)$ . worth around $21 billion through 2032. This reinforces CoreWeave’s role as a key infrastructure partner for Meta’s AI ambitions, with shares rising about 3.5% yesterday on the news. It also adds strong long-term revenue visibility to the company’s growth story. What stands out is the scale and strategy behind the agreement. With deployments across multiple locations and early use of $NVIDIA

ARKW Investment Tracker position change: Decreased position in CoreWeave, Inc. by 2,490 shares, the number of shares held decreased 0.4% compared to the previous period and now represents 3.86% of the total position.

$CoreWeave, Inc.(CRWV)$ such a big deal but yet the stock cannot hold any gains. There will be more and more sellers now. Dont think there is any more positive news soon. 

Think corrections present buy opportunities.Try to beat inflation with income stocks.

I am still in. Hahaha....

Dont know if its gonna get better.

Having a good buy in for Mag7

What actually happened $Meta Platforms, Inc.(META)$   • Meta Platforms dropped ~8% — headline says “biggest drop” • Trigger narrative: 1. Legal risk (jury ruling involving YouTube + Meta) 2. Capex fears (AI spending getting out of control) Here’s the problem: both are known risks. Nothing structurally new. ⸻ Your first mistake to avoid Thinking: “Big drop = opportunity” That’s amateur thinking. You need to ask: Did the intrinsic value change, or just the narrative? ⸻ Break it down properly 1. Legal ruling — real risk or headline bait? • “Negligent platform design” sounds scary • But: • Appeals can take years • Financial impact unclear • Big Tech has a long history of absorbing fines like rounding errors 👉 Translation: short-term sen

🔥 META’S PERFECT STORM: $310B Wiped, $135B Bet, & The Question Every Investor Is Asking Is this the buying opportunity of 2026 — or the beginning of something much darker? 💥 What Just Happened? Meta Platforms delivered a moment of silence on trading floors on March 27, 2026. Its stock lost about $119 billion in market value in a single session, falling 8% to close at $545.75 — its lowest level since April 2025. Even more brutal: Meta shares are now down 33% from their all-time high, dramatically lagging the Nasdaq 100 this year, and have lost $310 billion in market cap in March alone. For context — that’s more than the entire market cap of Nike, Starbucks, and Goldman Sachs… combined. 😳 ⚖️ The “Addiction Tax” Is Now Real This wasn’t just one bad headline. It was two gut-punches in rapi

It is ridiculous that despite the chaos sowed by the us president, the world is still so beholden to the usd and to the us treasury bonds. So much so that gold faces a slide while the war rages on. All because gold does not gain interest, but the war holds interest rates up and therefore it was deemed better to head back into us markets because interest rates will not be coming down any time soon.

Good

Sectors: Middle East tensions and oil volatility led the S&P 500 and Nasdaq 100 to fall 2.12% and 3.23% respectively. High-valuation AI and tech sectors retracted, while traditional energy stocks strengthened alongside rising oil prices.

U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again: 10-year U.S. Treasury yield hit 4.43%, highest in over 8 months. Jobs ahead: March jobs report due Friday; Feb saw 92,000 job losses, third decl

Last Week's Recap 1. U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again

Nonsense news to sell META. check the weekly and monthly charts for support levels. Check all the moving averages 50, 100, 150, 200.. when stock price falls to there, buy in small amounts. Guaranteed won't go wrong

$Meta Platforms, Inc.(META)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Meta just dropped a monster $21 billion AI cloud infrastructure pact with CoreWeave, supercharging its long-term narrative of upgrading ad algorithms through cutting-edge AI and locking in massive compute power for years ahead. 😤 This deal isn't just another headline — it's a clear signal that Meta is all-in on AI-driven monetization, with CoreWeave providing the hyperscale infrastructure to train and run next-gen models that could boost ad targeting efficiency by 25-30%. BNP Paribas is pounding the table with a pre-earnings buy cal

META INKS A $21B COREWEAVE DEAL: IS THIS THE ULTIMATE PRE-EARNINGS BUY? Meta just dropped a massive structural bombshell by signing a $21 billion AI cloud infrastructure agreement with CoreWeave. As if that wasn't enough to wake up the market, BNP Paribas just pounded the table with a wildly bullish pre-earnings note, projecting a staggering 33% Q1 revenue growth and an EPS print above $7.00. This isn't just another routine tech partnership. It is a calculated, aggressive move to dominate the next era of digital advertising. With analysts now citing a potential 66% upside and institutional accumulation shifting into high gear, here is why this deal changes the entire calculus for Meta investors.  1. THE COREWEAVE MASTERSTROKE: SCALING WITHOUT THE CAPEX SHOCK    Historically,

I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

My stock in focus today is $CoreWeave, Inc.(CRWV)$ , after announcing a major long-term expansion deal with $Meta Platforms, Inc.(META)$ . worth around $21 billion through 2032. This reinforces CoreWeave’s role as a key infrastructure partner for Meta’s AI ambitions, with shares rising about 3.5% yesterday on the news. It also adds strong long-term revenue visibility to the company’s growth story. What stands out is the scale and strategy behind the agreement. With deployments across multiple locations and early use of $NVIDIA

CoreWeave to secure the computing power it needs for AI over the next several years. In simple terms, Meta is locking in the tools and servers required to keep building and improving its AI as competition grows.

ARKW Investment Tracker position change: Decreased position in CoreWeave, Inc. by 2,490 shares, the number of shares held decreased 0.4% compared to the previous period and now represents 3.86% of the total position.

$CoreWeave, Inc.(CRWV)$ such a big deal but yet the stock cannot hold any gains. There will be more and more sellers now. Dont think there is any more positive news soon. 

Think corrections present buy opportunities.Try to beat inflation with income stocks.

Last Week's Recap 1. U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again

🔥 META’S PERFECT STORM: $310B Wiped, $135B Bet, & The Question Every Investor Is Asking Is this the buying opportunity of 2026 — or the beginning of something much darker? 💥 What Just Happened? Meta Platforms delivered a moment of silence on trading floors on March 27, 2026. Its stock lost about $119 billion in market value in a single session, falling 8% to close at $545.75 — its lowest level since April 2025. Even more brutal: Meta shares are now down 33% from their all-time high, dramatically lagging the Nasdaq 100 this year, and have lost $310 billion in market cap in March alone. For context — that’s more than the entire market cap of Nike, Starbucks, and Goldman Sachs… combined. 😳 ⚖️ The “Addiction Tax” Is Now Real This wasn’t just one bad headline. It was two gut-punches in rapi

On March 25, $Alphabet(GOOGL)$ unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of

Meta’s Brutal 8% Wipeout: A Warning Sign or the Ultimate Buy Zone? Meta just suffered its worst single-session bloodbath since October 2023, plummeting 8% and wiping out billions in market capitalization in a matter of hours. The catalyst? A toxic cocktail: a landmark California jury ruling against the company, combined with the sudden, terrifying return of capital expenditure (Capex) fears. Wall Street is suddenly asking a very uncomfortable question: Is Mark Zuckerberg’s beloved "Year of Efficiency" officially dead? Let’s cut through the panic and look at the actual risk/reward. 1️⃣ The Double Whammy: Legal Shockwaves vs. Balance Sheet Fears The headlines are currently dominated by the California jury verdict, which threatens core engagement mechanics and brings regulatory headwinds back

What actually happened $Meta Platforms, Inc.(META)$   • Meta Platforms dropped ~8% — headline says “biggest drop” • Trigger narrative: 1. Legal risk (jury ruling involving YouTube + Meta) 2. Capex fears (AI spending getting out of control) Here’s the problem: both are known risks. Nothing structurally new. ⸻ Your first mistake to avoid Thinking: “Big drop = opportunity” That’s amateur thinking. You need to ask: Did the intrinsic value change, or just the narrative? ⸻ Break it down properly 1. Legal ruling — real risk or headline bait? • “Negligent platform design” sounds scary • But: • Appeals can take years • Financial impact unclear • Big Tech has a long history of absorbing fines like rounding errors 👉 Translation: short-term sen

Market Overview Wall Street’s main indexes fell sharply on Thursday (Mar 26) and the Nasdaq confirmed a correction as investors worried about escalation in the US-Israeli war against Iran, which has sent oil prices soaring and exacerbated inflation concerns. Regarding the options market, a total volume of 57,789,062 contracts was traded, up 14% from the previous trading day. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $META(META)$, $MSFT(MSFT)$, $AMZN(AMZN)$, $AAPL(AAPL)$, $MU(MU)$,

U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again: 10-year U.S. Treasury yield hit 4.43%, highest in over 8 months. Jobs ahead: March jobs report due Friday; Feb saw 92,000 job losses, third decl

While browsing through the list of ‘suggested’ posts, a title caught my eye (see below), and I thought I might learn something new while reading. After reading, I feel that it’s worth the while to share what I have read, with a twist though. Here goes something or nothing, depends on how one interprets the post. Intro. On 14 Jan 2026, Macro Risk Advisors’ John Kolovos appeared on CNBC’s ‘Closing Bell’ to talk about the base case for equity markets. His base case for the S&P 500 in 2026, is around the 7600 or so level. According to him, this year is more about getting the rotations and the risk management right. He also expressed worry associated with (a) mid-term elections, and (b) volatility they tend to bring with them. At the same time, he half expected some kind of downside chop we

It is ridiculous that despite the chaos sowed by the us president, the world is still so beholden to the usd and to the us treasury bonds. So much so that gold faces a slide while the war rages on. All because gold does not gain interest, but the war holds interest rates up and therefore it was deemed better to head back into us markets because interest rates will not be coming down any time soon.

Dont know if its gonna get better.

I am still in. Hahaha....