$CoreWeave, Inc.(CRWV)$ Despite the massive rally in AI-related stocks, analysts highlight Nvidia and CoreWeave as still offering strong growth potential at relatively low valuations. Nvidia's earnings growth far outpaces its price-to-earnings ratio, while CoreWeave's AI-focused cloud services trade at a modest price-to-sales multiple despite high debt. Honestly, both could deliver outsized returns if they sustain demand and improve financial performance, amid broader AI adoption in sectors from robotics to sports betting.
$SPDR S&P 500 ETF Trust(SPY)$ There will be a massive pump from now until November. First, a "deal" with Iran. Then, the 250th anniversary stimulus checks. Then, since the new inflation data that Warsh brings in will show sub 2%, they will be able to do at least 2 cuts before November. ATHs are guaranteed by midterms.
$SPDR S&P 500 ETF Trust(SPY)$ CAR, Avis car rental, is looking like the new AMC or GameStop. It's up 400% and still climbing, powered by a float of 10 million shares and a 50% short position. At this rate, this massive money-losing business might soon be worth more than the car companies.
$SPDR S&P 500 ETF Trust(SPY)$ Oil being weaponized is bullish for new all-time highs, only 40 SPX points away. But honestly, it feels more like an insane fraud that no one cares about.
$SPDR S&P 500 ETF Trust(SPY)$ Oil might spike short term, but the US Navy blocking ships means Iran can't sell its 2 million barrels a day. They lose $200 million daily, which was their only lifeline, leaving no cash to pay troops. Plus, China won't be happy and will tighten the screws. I think they'll come to the table quickly. All Trump has to do is agree to pay more for civilian infrastructure repairs, and I believe they'll deal. SPY should get back to ATHs within a few weeks. Then it depends on the 2nd quarter, inflation, and especially if Asian factories start idling in a few weeks. Those chip plants rely on by-products like helium with no real backup plans.
$SPDR S&P 500 ETF Trust(SPY)$ Honestly, the puts holders are angry because they held and thought there wouldn't be a ceasefire. But in what world would it benefit the USA to violate the deal, or even Iran? At this point, I'd rather leave it as is and make a full stable deal than back out. They aren't going to back out at 5 pm. Delusional people, I swear.