My take this week is straightf

JackJackson

06-16

My take this week is straightforward: stick with AI momentum and follow where the strength already is.

$NEBIUS(NBIS)$ - buy zone around $240, high-beta AI infrastructure leader.

$IREN Ltd(IREN)$ - buy zone around $60, power + AI compute exposure still trending.

$CoreWeave, Inc.(CRWV)$ - buy zone around $90, core neocloud beneficiary.

$Qualcomm(QCOM)$ - buy zone around $201, AI edge + mobile cycle support.

$Oracle(ORCL)$ - buy zone around $192, cloud + enterprise AI monetization story.

This isn't random positioning—it's the ongoing AI capex wave expanding.

Missed moves usually don't announce themselves.

CoreWeave Plunges 12%; Will Credit Warnings Spread Further?

CoreWeave fell 11.91% Friday as bond markets questioned whether its debt-heavy datacenter expansion can generate sustainable cash flow. Bulls cite strong GPU demand and contracted revenue; bears point to higher financing costs and roughly $3.3 billion in founder sales since the IPO. Earnings will test customer AI budgets and credit risk. Should investors track CoreWeave orders and Nvidia demand, or favor cash-generating cloud platforms?

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