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 Surges 9.7% Against the Tape: Cantor Targets $167, Still a Chase?

CoreWeave bucked a broad AI hardware selloff with a 9.67% gain. Cantor Fitzgerald reiterated Overweight with a $167 price target, citing strong demand for CRWV's AI compute rental model and execution track record; one firm also issued a 'long CRWV, short Nebius' paired trade, arguing CoreWeave holds the edge on both valuation and delivery. As upstream chipmakers give back gains on crowded positioning, downstream 'compute-as-a-service' cloud players are drawing fresh interest. Can the AI cloud most deeply tied to NVIDIA hold its ground against broader sector headwinds?

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