To The Moon

Frankly, amongst all the AI plays, CRWV is the weakest on fundamentals. As the previous commentator said, "Debt is Debt".  And to use future orders as collateral reminds of companies which have gone bust doing the same and eventually losing value as either the orders gets delayed or cancelled. Not just that, the forward guidance on the interest charged for debt, whilst showing an inprovement, is still less desirable than a forward guidance on say profit margins or astronomical revenue growth.  CRWV is still a promise play. Not a fundamental play. I prefer to stake in other companies which has better foundations like Apple or Google. Or even Nvidia (which is still in the dog-house).  Then again, no risk no gain. 

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ So hotter CPI data provided us much distraction from the $NVIDIA(NVDA)$ fiasco and huge damage done to the tech sector over the past two weeks. However, this might lead to a rate hike in December, which means further pressure on the debt levels accumulated by the tech sector. And seems like competitors of Nvidia are ready to pounce on their turmoil, $Advanced Micro Devices(AMD)$ seem to be positioned to capitalize on $Alphabet(GOOGL)$ TPU, wrestling market share away from Nvidia. Lets see how long will Nvidia need to s

$NVIDIA(NVDA)$ | Buying Opportunity or Value Trap? 🐯 Nvidia's sharp sell-off has renewed debate over whether its valuation now offers an attractive entry point. Some Wall Street analysts see potential upside, citing Nvidia's AI leadership, CUDA ecosystem and long-term demand for computing infrastructure. However, leadership uncertainty and governance concerns could justify a higher risk premium. Reports concerning Jensen Huang require official clarification, while claims of a forward P/E below 10x should be verified against current earnings estimates. My choice: B, Wait for Clarity. Nvidia's competitive advantages remain substantial, but a falling share price alone does not establish undervaluation. I would monitor three factors: formal board disclosures, AI data-centre revenue growth and

Replying to @bubbly9:Hi, tks for reading my post and sharing your views. Looks like Robotaxi is TSLA's next money spinner. Investors haven't really a choice as there's nothing else to bet on. Comparatively speaking it is supposedly weaker than Waymo in terms of pushing out the services... //@bubbly9:Robotaxi is the part that matters now. Cybertruck fading out is fine if service support stays intact and robotaxi finally shows real demand

$NVIDIA(NVDA)$  leadership uncertainty is creating an interesting shift in the semiconductor market. While Nvidia shares plunged around 9% in after-hours trading on Wednesday, $Advanced Micro Devices(AMD)$  gained more than 4% and $Broadcom(AVGO)$  advanced over 2%. Investors appear to be looking beyond Nvidia and considering which companies could benefit if customers begin diversifying their AI chip suppliers. But AMD and Broadcom are not competing with Nvidia in exactly the same way. Each has a different position in the AI infrastructure market, and both could benefit from the next phase of AI spending. 1. AMD: The direct challenger

After weeks of nervous trading, AI-related stocks finally delivered a powerful rebound on Wednesday. $CoreWeave, Inc.(CRWV)$  surged nearly 25%, $NEBIUS(NBIS)$ climbed 15.4%, and semiconductor and optical technology stocks recorded strong gains. The $iShares Semiconductor ETF(SOXX)$ also rose 6%. Even $NVIDIA(NVDA)$ recovered almost 3%. What changed? Investors received some reassurance from CoreWeave’s earnings call, particularly around its funding requirements, profitability plans and the economics of running AI cloud infrastructure. This matters because CoreWeave has become an important part of the

$NVIDIA(NVDA)$   Just when Nvidia shareholders thought the selling might be easing, another bombshell arrived. November 11 regular close: $173.73. Up: 2.87%. Then came reports that Nvidia's board was preparing to decide Jensen Huang's future. And the stock plunged more than: 8% AFTER HOURS AT ONE POINT. Overnight indications subsequently hovered around: $161. Think about that. Nvidia is approaching its November 17 earnings with extraordinary AI demand. Yet investors are suddenly asking a question almost unimaginable a few weeks ago. WHAT IS NVIDIA WORTH WITHOUT JENSEN HUANG? I think this is now the most important question affecting the stock. And I have a prediction for the next few sessions. 🚨 FIRST, WHAT HAS A

I lean closest to @nerdbull1669’s framework—right now, rates and valuation discipline matter more than single-session price momentum. Monday’s 3.54% surge in QQQ looks encouraging on the surface, especially with AMD jumping on tangible cloud news while NVDA pulled back. That rotation shows capital isn't blindly chasing the entire sector anymore; it’s becoming selective. However, after a hot October payrolls print (165k vs. 59k expected), the 10-year Treasury yield has already begun repricing fewer rate cuts. When yields climb, multiples on 30x forward-earnings tech names face mathematical gravity regardless of AI optimism. My base case isn’t an immediate crash, nor an unbridled breakout—it’s wider, choppy range-bound trading as the market digests whether disinflation is genuinely stalling

A hotter-than-expected October 2026 U.S. Consumer Price Index (CPI) report and hawkish remarks from Federal Reserve officials have triggered a broad cross-market sell-off. But we have also see market staging a rally (though it might not be sustainable). In this article, we would like to share our comprehensive analysis which evaluates the underlying drivers of the sell-off, maps systemic cross-market ramifications, constructs a disciplined strategic positioning framework, and outlines tailored execution paths for aggressive long-term investors with 5 to 10-year horizons. 1. Introduction: The October 2026 Inflection Point Global financial markets entered the final quarter of 2026 riding a wave of resilient economic optimism, anchored by expectations of steady disinflation and an accommodati

Earnings support the rebound, but risks have not disappeared The $Invesco QQQ(QQQ)$ rose 2.31 per cent on Wednesday and the $S&P 500(.SPX)$ gained 1.31 per cent. CoreWeave's post-earnings strength and the recovery in memory and optical-communications shares revived discussion of how much revenue AI expansion can generate. Reports about Nvidia's leadership after the close, however, renewed concerns about whether the rebound could last. The previous day's inflation pressure did not disappear as share prices rose. Strong demand, timely project delivery and the profit absorbed by financing costs remain separate questions for AI companies. Today's earnings will provide more o

$NVIDIA(NVDA)$  leadership uncertainty is creating an unexpected opportunity for its competitors. While Nvidia shares fell sharply in after-hours trading following reports about a possible leadership change involving Jensen Huang, several rival technology companies moved higher. $Advanced Micro Devices(AMD)$  and $Broadcom(AVGO)$ each gained more than 3% after hours, while $Alphabet(GOOG)$  also edged higher. Investors appear to be considering whether Nvidia’s current situation could accelerate the search for alternative AI chip suppliers. But does this create a genuine opportunity for competitors

Bond yields jumped on CPI day, yet inflation expectations slipped to 2.20%. That's the lowest since 28 July. Here's what caught my eye. The US 10-year Treasury yield rose 0.10 percentage points to 4.98% on 10 Nov. Split it in two. The real yield, the part left after inflation, rose 0.12 to 2.78%. Breakeven inflation, the gap between the two, dipped 0.02. So the whole move was real yield. The market didn't price more inflation after the print. It priced money staying expensive for longer. To me that reads as higher-for-longer, not an inflation scare. My view, not a forecast. The real yield hasn't been this high since 19 October. Breakeven inflation peaked at 2.50% on 4 May and is down 0.30 since. The catch: cheaper oil can drag inflation expectations down on its own. So a falling breakeven