Back Short CoreWeave
I am back short CoreWeave ($CRWV) at $85.58.
Position: Short CRWV (VS)
With Doubts About Hyperscale Investment, Here Are 2 AI Plays I Like
As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.
Can the AI Infrastructure Trade Keep Up the Momentum?
The the odds of no rate hike in 2026 have jumped to 28% from 11% a month ago.
Remember, You Don’t Have to Trade Every Day
Don’t let the itch to stay busy push you into suboptimal trades.
CoreWeave Might Have Saved the AI Trade but Is It an Investment?
The future looks bright and it might not be allowed to fail.
Locking in Gains, Setting New Price Target for This Data Center Play
The power paint point thesis remains, leaving us with ample skin in the game.
A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday
Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
A Cool CPI Report Might Not Actually Be the Good News Investors Expect
Rates have gone straight up since the last cool inflation report.
VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.