To The Moon

$SPDR S&P 500 ETF Trust(SPY)$  The bond market just sent a massive warning signal. I'm waiting to see what level interest rates need to reach before markets finally break down the way they did in Q3 2000 and Q3 2008. I'll keep accumulating gold and silver, and if we get a VIX 60 style panic like August 2024 or April 2025, I'd use that temporary discount to add more at prices below current levels. $SPDR Gold ETF(GLD)$  $iShares Silver Trust(SLV)$  $iShares 20+ Year Treasury Bond ETF(TLT)$  $SPDR Dow Jones Industrial Average ETF Trust(

$SPDR S&P 500 ETF Trust(SPY)$  Looking at the open interest on options, it seems like option sellers will overlook the bond market and focus on keeping the session flat to capture as much liquidity as possible. Defending the options market at all costs would allow option writers to come out ahead.

$CoreWeave, Inc.(CRWV)$  Is there going to be enough volume to break out above $90? We'll see.

$SPDR S&P 500 ETF Trust(SPY)$ With Thursday Night Football coming up, QQQ is green, Amazon is green, Robinhood is green. Most people just get on with their lives and don't obsess over watching SPY dip 0.08% in the overnight futures. $Invesco QQQ(QQQ)$  $Amazon.com(AMZN)$  $Robinhood(HOOD)$  $DraftKings Inc.(DKNG)$ 

$CoreWeave, Inc.(CRWV)$ CoreWeave is now the only provider to have earned SemiAnalysis' Platinum ClusterMAX rating three consecutive times.

$CoreWeave, Inc.(CRWV)$  CoreWeave has dropped nearly half from its 52-week high, but the triple-digit backlog and a new wave of AI commitments suggest bears may be underestimating this setup.

$CoreWeave, Inc.(CRWV)$ Elon Musk told his SpaceX shareholders that compute rates would be 30-50 for the foreseeable future and that with 10GW they would generate 300-500 billion a year in revenue. CoreWeave is scaling to 8GW, and even if a small percentage falls in that range, this company will be massive.

$GameStop(GME)$ Nice little knock back at the close. They had to hit $SPDR S&P 500 ETF Trust(SPY)$  and the rest of the market to cool things off. Someone seems to be getting concerned.

$SPDR S&P 500 ETF Trust(SPY)$ Not your time, bears. You had a chance with the rate hike and fumbled it, like you always do.

$CoreWeave, Inc.(CRWV)$ Jamie Dimon mentioned that $1 Trillion will be spent on AI compute and infrastructure in 2027. Some of the biggest beneficiaries could be names like CRWV and NBIS.