I wonder if you noticed that there is a new kid on the block when it comes to AI infrastructure provider. Well, not that “new” actually. It had hogged a bit of headlines back in March 2025. (see below) What stock is it ? It is none other than $CoreWeave, Inc.(CRWV)$. Having IPO almost 6 months ago, on 28 Mar 2025, it is timely to take a look at its overall performance so far… What is CRWV ? It is a cloud computing company specializing in GPU-based infrastructure for AI and machine learning workloads. It provides scalable, high-performance GPU compute power through its network of data centers. Clients use CoreWeave’s platform to run demanding AI, graphics, and compute-intensive applications without owning hardware. The company serves a range of cus
Intel’s Correction: Undervalued Gem or Just a Falling Knife?
$Intel(INTC)$ Intel shares tumbled 7% after a sharp rally in recent weeks, sparking a heated debate among investors. Some see the correction as a long-awaited entry point into a historically dominant semiconductor giant. Others remain wary, pointing to ongoing competitive pressures, lagging technology roadmaps, and questions over whether Intel can regain its former market leadership. With the stock now trading at a relative discount to peers, the central question is whether this pullback represents a tactical buying opportunity—or a signal that Intel’s struggles are far from over. Performance Overview: A Rally Interrupted Before the recent decline, Intel had staged an impressive rally, driven by investor optimism around its foundry strategy, AI am
$Tesla Motors(TSLA)$$Rigetti Computing(RGTI)$$Intel(INTC)$ 🔥💰🚀 Options Flow Frenzy! 25Aug25 Moves That Matter 🚀💰🔥 I’m seeing some of the boldest positioning of the month with flows that scream conviction across growth, tech, and volatility plays. I’m watching how these moves could reset the market’s risk appetite and dictate where capital rotates next. 🔴 $ARKK 74 P 09/26/2025 $2.1M 🟢 $GPRO 2 C 04/17/2026 $2.6M 21% OTM 🟢 $INTC 32 C 11/21/2025 $491K 30% OTM 🟢 $OPAD 5 C 09/19/2025 $1.4M 37% OTM 🟢 $RGTI 15 C 09/26/2025 $1M 🟢 $TSLA 550 C 02/20/2026 $3.9M 59% OTM 🟢 $U 50 C 09/05/2025 $291K 26% OTM 🟢 $VIX 20 C 02/18/2026 $2.2M 35% OTM Which of these flows do you think
Rocket Lab’s Next Frontier: Can Electron’s Cadence and Neutron’s Promise Justify the Valuation?
$Rocket Lab USA, Inc.(RKLB)$ On August 23, Rocket Lab achieved a milestone that sent ripples across the aerospace industry: the successful completion of its 70th Electron rocket launch. This achievement elevated the Electron to the title of the world’s most frequently launched small orbital rocket, marking a critical validation of Rocket Lab’s technology, execution, and strategic focus. The news triggered a surge in U.S. space-related stocks, with Rocket Lab (NASDAQ: RKLB) jumping 11% intraday as investors cheered both the operational milestone and its broader implications for the company’s long-term positioning. For a firm often overshadowed by SpaceX and other aerospace giants, this event underscored Rocket Lab’s emerging role as a credible lead
Think a Stock Will Drop? Long Put vs. Short Selling | #OptionsHandbook EP034
Ever look at a stock and think: “That valuation is way too high”? If you want to profit on the downside, you could short-sell—or you could try the Long Put strategy. 📒 The Options Handbook breaks down the key points of using a Long Put for shorting— ▶ What Is Using a Long Put to Go Short? 🤔 A Long Put means you pay a premium to gain the right to sell the stock at a set price in the future. If you don’t own the shares, a Long Put is simply betting on the stock’s drop by profiting from the rising value of the put—not by actually selling shares. ▶ Both Are Bearish—So What’s the Difference? ⚖️ 1. Profit mechanics Long Put: Gains when the put option increases in value as the stock falls—no borrowing or
1. Market Level vs. Sentiment The Shanghai Composite at a 10-year high is objectively bullish from a chart perspective. Yet, the muted retail sentiment (as seen in WeChat “bull market” searches) suggests that investors remain cautious, scarred by past false starts. In behavioural terms, that kind of scepticism can be healthy — a true market peak usually coincides with euphoria, not hesitation. 2. Valuation Argument By global standards, Chinese equities remain undervalued: the forward P/E of the CSI 300, for instance, trades at a discount to the S&P 500, Nikkei, and even MSCI EM. Long-term investors often point to China’s structural drivers: rising middle-class consumption, green transition, advanced manufacturing. However, policy risks, corporate governance issues, and capital outflow
Beginner Options Strategy: Why the Pros Love Covered Call?| #OptionsHandbook EP035
If you're in a challenging investment position or holding a stagnant stock, it's frustrating to watch your portfolio not grow. One strategy is selling a covered call to generate income while waiting for potential stock performance. But what exactly is a Covered Call? 📘 The Options Handbook explains it like this— ▶ What Is a Covered Call? 💡 A Covered Call means selling a call option while holding at least 100 shares of the stock. The goal: generate extra income from option premiums. ▶ Example 📊 Let's say you own 100 shares of Pear Inc., currently trading at $95. You're not expecting it to shoot up next week, but you'd be happy to sell at $100. So, you sell a one-month $100 call and collect $5 per s
$Opendoor Technologies Inc(OPEN)$ A Parabolic Rally That’s Captivating Wall Street Opendoor Technologies (NASDAQ: OPEN) has suddenly transformed from a beaten-down iBuyer into one of the hottest momentum plays of the summer. The stock, which spent much of 2023 languishing under $3, has exploded higher — soaring 200% in a matter of weeks and adding another 14% in Monday’s trading session alone. The move has reignited debates over whether Opendoor represents the future of real estate transactions or simply another speculative bubble. The company’s resurgence comes at the intersection of several powerful narratives: a looming Federal Reserve rate cut cycle, renewed enthusiasm for AI-driven disruption, and a retail investor community increasingly draw
$Alphabet(GOOG)$ After analyzing Alphabet’s latest Form 13F filing, the report highlighted a significant reshuffling of its investment portfolio, with a revolutionary space stock rising to the top and a complete exit from a previously trusted AI-driven business that once comprised 15% of holdings. Such moves indicate a shifting strategic focus that could introduce near-term volatility. While Alphabet remains strong fundamentally, this portfolio realignment suggests uncertainties.
$OSCR 20250829 13.5 PUT$ closed for profit to increase account liquidity. still a believer of oscar soaring higher in the weeks to come. $19 is the Next target to hit. Fingers crossed.🤞🏻🤞🏻🤞🏻
$BitMine Immersion Technologies Inc.(BMNR)$ Dont get shaken out now. We saw a new ath of 4958 this morning followed by a pull back to 4.5k. When eth reclaims 4.8k and start pushing towards 4.9k, shorts will be liquidated and 5k will be within reach. HODL! 🚀