Is the AI boom the new Internet Bubble? When you ask this question, do remember one bery important thing. The Internet did not die. In fact, almost everyone in the world now uses the internet in one way or another. The bubble killed off the "pretend" internet stocks. The real ones like Amazon is still around. In fact, Amazon is now one of the largest companies in the worldAnd as for AI, it is true. AI is the new "Internet". Because very very soon, everyone in the world will be using it. Another analogy, think mobile phones. Where was mobile phone in the 90's? Very few individuals were able to have one. Where is mobile phone now? Even beggars in Chinese cities carry one. AI Bubble? I want in now! Before they foam into an ocean of bubbles that are too expensive to get into. But listen
$CoreWeave, Inc.(CRWV)$ The only negative that I am seeing from the latest financial report is the debt and the interest costs. All others from revenue to margins to EBIT has rocketed out of the park. On the fear of Debts and interest, I believe Jensen Huang's Mega-Finance Pac he has created is the solution. And his partners are really the who's-who in mega-finance right now. And just look at Nvidia's own commitment to CRWV. Read the following:- "Existing Footprint: From CoreWeave to a $500 Billion Industrial Fund NVIDIA's presence in the neo-cloud space has been established for some time. According to the Morgan Stanley report, since investing in CoreWeave in 2023, NVIDIA has extended this strategy to several other cloud providers. It
$CoreWeave, Inc.(CRWV)$ Repeating from Tiger AI on outlook for CRWV:- The recent news flow for CoreWeave (CRWV) is overwhelmingly bullish, driven by a strong Q2 2026 earnings beat that confirmed robust AI demand and a massive $104 billion backlog. However, key risks around its high debt load, dependence on Nvidia, and the potential for client competition warrant attention.
The cash burn is in yhe investment to increase offerings and capacity. This is demand driven, to facilitate the growth that they are projecting. Last week we saw a super price collapse for almost every AI counters. For the very same reason. High CAPEX expenditures. Now look where they are now. Back to record territories. High valuation is the norm now.
Nebius, CoreWeave And The Scarcity Premium: Record Compute Pricing, Record Cash Burn
$CoreWeave, Inc.(CRWV)$ Neoclouds. This is the way to go. Legacy structural Data Centres are having to evolve their business models to get involved with providing cloud offerings. All businesses are going shared service model as they address CAPEX challenges. Neocloud is the future. Just, which one is the best placed to win it all is the question.
Overall the feeling is still heavy on bullish optimism. Not just on CRWV but AI as a whole. The AI bubble fear seems to have fizzled out. The fear bubble popped instead.
Option Focus | CoreWeave Draws $5.6 Million in Deep ITM Call Buys, Targeting $90 and $100 Strikes for 2026 as Bullish Sentiment Overwhelms
CoreWeave, Inc. closed at $106.29, down 1.34%.A wave of bullish conviction swept through CRWV options, with large traders deploying $5.60 million into deep in-the-money calls at the $90.00 and...
This statement practically confirms it. Trump's administration has run out of bullets. They have depleted their military hardware and can bo longer attack Iran physically. This is the real reason they have shifted to economic warefare.
Bessent Says US to Apply Measures Never Seen on Iran
UPDATE 1-Bessent says US to apply measures never seen on IranAug 13 -U.S. Treasury Secretary Scott Bessent said on Thursday that the United States is going to apply measures that have "never been seen" on Iran."Watch this space for more announcements coming next week because we are going to apply measures like have never been seen in the history of economic isolation on a country," Bessent said in an interview on on Newsmax's "Rob Schmitt Tonight" program."It will be a combination of economic isolation like the world has never seen before, and the continued blockade in the Strait of Hormuz that will keep anything from going in or out of the Iranian ports," Bessent said.
$WF International(WXM)$ This is a comeback from the dead story. It was a meme stock which recorded a high of $42 just a few months ago. Will this great big leap up hold ? That's the question on every holders mind right now. I suppose, if trends can be followed, a new meme bull run usually goes on for a week or so. Not because of the business announcement about winning a business/distribution right in China, but purely because it had fallen from the lofty $42 mark. But just because very careful or be very brave and quick if you want to get involved.
$Marvell Technology(MRVL)$ Super volatile session for MRVL. At one point early in the day it almost crossed $230. Now back down to $209. Was this a bear-trap or just an early indication of a big recovery? This week is goong to be more exciting than Odyssey.