To The Moon

Hey Tigers 🐯! AI infrastructure stocks have had a rough ride, and $CoreWeave, Inc.(CRWV)$ just gave investors a reason to reconsider the trade. On November 10, after the market closed, CoreWeave reported third-quarter 2026 revenue of $3.66 billion, up 168% year over year and above Wall Street expectations of approximately $3.55 billion. The company also raised its full-year revenue outlook, while its revenue backlog climbed to $132.5 billion. Shares rose in after-hours trading following the announcement. But there is a catch: CoreWeave also reported a $709 million GAAP net loss, spent $14.5 billion on capital expenditures during the quarter, and ended September with $46.9 billion in total debt. So, is this the earnings report that

Hey Tigers! 🐯 Wall Street was hoping inflation would finally cool. Instead, October's CPI report came in hotter than expected on both headline and core inflation, reigniting fears of another Fed rate hike in December. The reaction was immediate: Treasury yields climbed, the Nasdaq fell, and major technology stocks came under pressure. Is this just a temporary pullback, or the beginning of another round of tech-stock selling? Let's look at the numbers and the stocks worth watching. 1️⃣ CPI Beats Expectations: Inflation Is Not Cooling Fast Enough October's inflation data surprised investors on both measures: Both readings exceeded expectations, suggesting inflation remains stubborn. Rising food, energy, and shelter costs are adding pressure, making it harder for the Fed to declare victory ov

AI infrastructure demand is showing no signs of slowing. CoreWeave reported a 168% revenue surge, raised its annual outlook and revealed a record $132.5 billion backlog. Shares initially jumped more than 10% after hours, gave up much of those gains during the earnings call, then recovered to about 7.9% Elsewhere, Sea posted record revenue but finished lower, On Holding sold off despite an earnings beat, and D-Wave fell as investors questioned how quickly its growing order book could translate into profits. $CoreWeave, Inc.(CRWV)$ rose 7.9% after hours CoreWeave provides Nvidia-powered cloud computing infrastructure to AI developers and technology companies. Third-quarter revenue jumped 168% to $3.66 billion, beating Wall Street's roughly $3.55 bil

Hey Tigers! 🐯 AMD delivered a strong AI-demand signal. Apple warned about margin pressure. Qualcomm’s smartphone weakness overshadowed its data-center ambitions. And Arm showed that even record revenue can leave investors disappointed. The broader market remained unsettled: the $NASDAQ(.IXIC)$ rebounded 1.1% on November 6, but finished the week down 3.4%. The $S&P 500(.SPX)$ lost 2.7% for the week. My take: Demand, profitability and valuation are being tested separately. Strong AI sales can coexist with supply constraints, rising input costs and a falling market. Timing matters: $Advanced Micro Devices(AMD)$ , $Qualcomm(

Hey Tigers! 🐯 AMD delivered rapid data-center growth. $Palantir(PLTR)$ nearly doubled revenue. Yet both finished the week with double-digit losses. Micron rebounded on Friday and still ended the week down more than 22%. Meanwhile, Visa gained 2.19%, Qualcomm edged up 0.38%, and Apple lost just 0.66%. My take: Earnings describe the business. A weekly return also reflects valuation, positioning and the wider market. Investors need both clocks to understand what happened—and what could come next. 1 | Two Windows, One Consistent Method We use two clearly defined measures: Earnings-session return: the regular-session close immediately before the after-close earnings release to the next trading day’s regular-session close. Weekly return:

Didn't expect NVIDIA's biggest headline this week to have nothing to do with GPUs. $英伟达(NVDA)$ On November 8, NVIDIA's board announced an independent investigation following reports that CEO Jensen Huang may have been targeted by a foreign intelligence operation. Two days later, the company confirmed that it had hired former federal prosecutor Joon H. Kim and his law firm to conduct the investigation. According to Reuters, NVIDIA lost roughly $430 billion in market value over two trading sessions, with shares down about 9.5% since the controversy began. That's an enormous amount of value disappearing in just a couple of days. But what interests me more isn't the scandal itself. It's what this situation tells us about NVIDIA's gover

Weekly Macro Strategy Overview Welcome to this week’s macro strategy report. Each edition brings together market views from community contributors with relevant professional credentials. We also track how their strategies play out each week. Here are this week’s key takeaways: 1. The Rebound Arrives as Weekly Downside Risk Builds The rebound offers little assurance that risks have cleared. The recovery from the lower edge of the previous trading range broadly matched expectations. The next phase is more likely to bring repeated swings within a broad range. A sustained uptrend may take longer to resume. Over the next two weeks, both a crash and a quick breakout to new highs appear unlikely. After consolidation, base-building and a downside break look roughly equally likely. Remain