The Pulse $CoreWeave, Inc.(CRWV)$ When NVIDIA builds its most powerful GPU cluster ever — the Vera Rubin NVL72 — and CoreWeave is the FIRST company on the planet to fully deploy and commission it, that's not a press release. That's a statement of dominance. $CRWV surged +13.96% on the news. But here's what most people missed: $NBIS (Nebius) ran +14.46% on the same day. The AI compute rental market just had a broad repricing event — and it's not over. This is the picks-and-shovels AI play in its purest form. CoreWeave doesn't need to win the AI arms race. It just needs to be the company renting the most powerful weapons to everyone else fighting it. Vera Rubin changes the density of what's possible — and CoreWeave just claimed first-mover advanta

Multiple growth names are now aligning with bullish cycle signals across different timeframes. $AMZN, $RKLB, $CRWV, $IONQ, and $NFLX are all showing improving structure, with dip-buying behavior and cycle confirmation beginning to converge. If this setup holds, it could mark a broader continuation phase in high-beta growth. 1. $Amazon.com(AMZN)$ $AMZN looks like the bottom is in. I’m pricing in a potential +20% move over the next 90 days. 1️⃣ Bull Cycle Framework: Bullish 2️⃣ Combined Signal System: Bullish 3️⃣ Plus we have prior resistance now acting as support. 2. $Rocket Lab USA, Inc.(RKLB)$ $RKLB putting in a higher low on the daily BX today. Monthly Bull Cycle: active. Weekly Combined Signal System:

Markets are entering a phase where leadership is increasingly driven by high-beta growth names trading near key technical inflection points. Rather than broad market trends, individual stock structure, momentum shifts, and liquidity zones are becoming the primary drivers of opportunity. The following four names—spanning AI infrastructure, fintech, and small-cap growth—are currently positioned at critical levels where the next directional move could define their medium-term trajectory. 1. $CoreWeave, Inc.(CRWV)$ Looking like our patience will pay off $CRWV Short term target $140 6 month target $200 2. $Robinhood(HOOD)$ Inverted Head & Shoulders forming. Key liquidity zone above. If price can push throu

CoreWeave’s Vera Rubin announcement is impressive, but it does not settle the bigger question hanging over the company: is this the next great AI infrastructure winner, or simply the most aggressive borrower in the room? Being first to deploy NVIDIA’s Vera Rubin NVL72 system gives CoreWeave real credibility. This is not a generic cloud provider adding another product page. CoreWeave has built its identity around moving faster than traditional hyperscalers when new NVIDIA hardware arrives. For AI companies that care more about immediate access to cutting-edge compute than about buying everything from one giant cloud platform, that speed matters. The market’s excitement is therefore understandable. CoreWeave is positioning itself as the specialist cloud for the AI era, and every successful l

Jensen Huang calls $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ word class AI clouds. I’m holding $CoreWeave, Inc.(CRWV)$ $Tradr 2X Long CRWV Daily ETF(CWVX)$ and Calls $NEBIUS(NBIS)$ • $27B AI cloud deal with $Meta Platforms, Inc.(META)$ • 5GW Partnership with $NVIDIA(NVDA)$ • $2B investment from Nvidia Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale. $CoreWeave, Inc.(CRWV)$</

The market just triggered one of the cleanest mechanical demand events. Nasdaq-100 inclusion next Monday means this is no longer narrative-driven—it becomes rules-based flow. Over 200 products tracking the index, representing about $800 billion in AUM, are now structurally forced buyers. It's not discretionary. This creates a persistent, price-insensitive bid that doesn't care about volatility, headlines, or sentiment. What stands out is that $NEBIUS(NBIS)$  isn't just being added—it's entering as the top performer among the rebalance cohort at around 165% YTD, alongside names like $Rocket Lab USA, Inc.(RKLB)$ , $CoreWeave, Inc.(CRWV)$ ,

Nvidia gave up its hard-earned Computex gains after sliding 3.62% on Wednesday, pulled down by Broadcom's post-earnings drop and Middle East-driven risk-off sentiment. This macro-shakedown dragged the entire AI chip sector into a temporary broad pullback. The "No-Cooling" Thesis (The [IDEA] Angle): Is it time to panic? Far from it. This dip is presenting us with a textbook fundamental mismatch. While macro sentiment pushed the price down, the physical tech industry is screaming the exact opposite. TSMC’s CEO just explicitly reiterated that global AI demand shows "no signs of cooling." Simultaneously, Bank of America (BofA) recalibrated its NVDA outlook upward, keeping the long-term compute narrative completely intact. My unique view here is that the market is mispricing short-term geopolit

My take this week is straightforward: stick with AI momentum and follow where the strength already is. $NEBIUS(NBIS)$  - buy zone around $240, high-beta AI infrastructure leader. $IREN Ltd(IREN)$  - buy zone around $60, power + AI compute exposure still trending. $CoreWeave, Inc.(CRWV)$  - buy zone around $90, core neocloud beneficiary. $Qualcomm(QCOM)$  - buy zone around $201, AI edge + mobile cycle support. $Oracle(ORCL)$  - buy zone around $192, cloud + enterprise AI monetization story. This isn't random positioning—it's the ongoing AI capex wave expa

$Rumble Inc.(RUM)$ Trending. Time to buy the laggers. 22K+ GPUs, 9 data centers, only $1.5B market cap right now, potential next. $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$  $Advanced Micro Devices(AMD)$  $Intel(INTC)$ 

ARKW Investment Tracker position change: Increased position in CoreWeave, Inc. by 19,656 shares, the number of shares held increased 3.31% compared to the previous period and now represents 3.96% of the total position.

ARKW Investment Tracker position change: Increased position in CoreWeave, Inc. by 12,285 shares, the number of shares held increased 2.11% compared to the previous period and now represents 3.71% of the total position.

These futures better open strong. The tension with Iran has eased. Strait of Hormuz is open again. That whole space week hype is finally over. $ServiceNow(NOW)$  $Oracle(ORCL)$  $NVIDIA(NVDA)$  $CoreWeave, Inc.(CRWV)$ 

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