The market just triggered one -To The Moon - Tiger Brokers Online Investing Community - To The Moon

GregoryRichardson

The market just triggered one of the cleanest mechanical demand events.

Nasdaq-100 inclusion next Monday means this is no longer narrative-driven—it becomes rules-based flow. Over 200 products tracking the index, representing about $800 billion in AUM, are now structurally forced buyers. It's not discretionary.

This creates a persistent, price-insensitive bid that doesn't care about volatility, headlines, or sentiment.

What stands out is that $NEBIUS(NBIS)$ isn't just being added—it's entering as the top performer among the rebalance cohort at around 165% YTD, alongside names like $Rocket Lab USA, Inc.(RKLB)$ , $CoreWeave, Inc.(CRWV)$ , $Teradyne(TER)$ , and ALAB.

And it's replacing slower-growth legacy components, highlighting a broader index shift toward AI infrastructure and compute buildout exposure.

With additional tailwinds from major strategic stakes and large-scale capacity expansion plans, the inclusion becomes an accelerant on top of an already strong trend.

This is not just rebalancing—it's forced demand meeting momentum.

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?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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