AndrewWalker
AndrewWalker
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avatarAndrewWalker
08-19 02:11
$CoreWeave, Inc.(CRWV)$ OK, this is getting a bit silly at this point. It blew through 94 and is now dropping through 93. We had great earnings and solid future prospects. I bought more at 93. I'll keep buying because this is a good company with a great future.
avatarAndrewWalker
08-18 08:29
$CoreWeave, Inc.(CRWV)$  Will the Seeking Alpha article trigger panic buying in CRWV tomorrow? A Seeking Alpha article can move a stock, but panic buying only happens when the article amplifies conditions that are already present in the market. For CRWV, those conditions are partially in place. Why a pop is plausible: the article's framing around an "AI debt machine starting to turn" is emotionally charged and narrative-shifting. CRWV is a low-float, high-volatility AI infrastructure stock that reacts strongly to sentiment catalysts. Short interest is elevated, and the article directly challenges the bear thesis. Retail traders respond to "inflection point" stories, and this article reads like one. Looking back,
avatarAndrewWalker
08-18 01:20
YMFutures held up today, and it looks like another bullish intraday leg could be setting up for the Dow.
avatarAndrewWalker
08-18 00:51
$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ Similar market cap, and even Nike has positive cash flow compared to those junk hype A-Zombies. Adding $Nike(NKE)$  long.
avatarAndrewWalker
08-17 08:19
$CoreWeave, Inc.(CRWV)$ CRWV genuinely has a pretty strong setup right now. Revenue is accelerating at triple-digit pace, and the backlog has exploded past $100B plus another $25B just six weeks into Q3. They also added 500 megawatts of new active power capacity, and management keeps raising the 2026 guidance. All of that is backed by hyperscaler-level AI demand.
$SPDR S&P 500 ETF Trust(SPY)$ Yardeni raised their year-end S&P 500 target from 8,250 to 8,400 last week. They are sticking with the 10,000 target by the end of the decade, though they mentioned it might be raised. The S&P 500 is up 141.0% so far this decade, already making it the sixth-best decade since the Roaring 1920s.
$SPDR S&P 500 ETF Trust(SPY)$ With 56 trading days left until Election Night, SPX is up 13.7% YTD for 2026. That makes it the third best year-to-date performance in a midterm year at this point in S&P 500 history. Only 1986 and 1958 were better.
$Rum Group Inc(RUM)$ $Oracle(ORCL)$ $CoreWeave, Inc.(CRWV)$ Rumble now has more GPU and CPUs than $IREN Ltd(IREN)$ , but IREN is valued at $18 billion while Rumble is still at $2 billion. At some point, Wall Street analysts might actually start covering Rumble. I own both, for what it's worth.
$CoreWeave, Inc.(CRWV)$ They posted a solid Q2 print. Revenue jumped 112% to $2.58 billion, and the backlog sits at $104 billion. The Q3 guide looks pretty good too.
$CoreWeave, Inc.(CRWV)$  Price action has been solid, and I think it could keep going. If there are shorts out there getting margin calls, they only have a few days to cover if they haven't done so already. Dragging their feet would probably just make it more expensive for them.
$CoreWeave, Inc.(CRWV)$ Looks like this could surge again soon, and if it does, the reaction might be pretty entertaining to watch.
$Beyond Meat, Inc.(BYND)$ A lot of people trying to get their money back with $Hertz Global Holdings, Inc.(HTZ)$  and I get it. The reverse split is a killer. Once it was announced, I sold immediately. I made it all back recently with Hertz. I didn't sell after that. Holding for the rest of the squeeze. $Wendy's(WEN)$  volume should pour in soon as well. This feels like a $GameStop(GME)$  type squeeze. $SPDR S&P 500 ETF Trust(SPY)$  making everyone rich.
$Beyond Meat, Inc.(BYND)$ I started loading up heavily on dips today. Still bullish on the broader market.
$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ To be honest, the only thing you keep hearing from the bear side is circular financing.
$American Fusion Inc.(AMFN)$ $American Fusion Inc.(AMFN)$ AMFN with 5.5k watchers. That's pretty much the whole story, and the direction looks clear enough from here. For those still doubting, just keep watching. $SPDR S&P 500 ETF Trust(SPY)$  at 635k watchers, $Trump Media & Technology(DJT)$  at 115k, $SpaceX(SPCX)$  at 100k, $Invesco QQQ(QQQ)$  at 278k, $SELLAS Life Sciences Group Inc.(SLS)$  at 60k.
$SPDR S&P 500 ETF Trust(SPY)$ Mr. Softy supporting the entire S&P 500. One company.
$SPDR S&P 500 ETF Trust(SPY)$ AI and data centers will eventually pay off and benefit everyone.
$SPDR S&P 500 ETF Trust(SPY)$ Consumer staples, software, and chips are all running at the same time. PG, NOW, and NVDA moving together like this is pretty remarkable. Honestly, this is incredible to watch.
$SPDR S&P 500 ETF Trust(SPY)$ This just looks like another bear trap. Had my drawdown been a bit larger, I probably would've been fine regardless. Lame.
$SPDR S&P 500 ETF Trust(SPY)$ Wall Street's marketing department says you should sell oil, so I guess I'll see you at $150 a barrel.

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