$CoreWeave, Inc.(CRWV)$ CRWV genuinely has a pretty strong setup right now. Revenue is accelerating at triple-digit pace, and the backlog has exploded past $100B plus another $25B just six weeks into Q3. They also added 500 megawatts of new active power capacity, and management keeps raising the 2026 guidance. All of that is backed by hyperscaler-level AI demand.
$SPDR S&P 500 ETF Trust(SPY)$ Yardeni raised their year-end S&P 500 target from 8,250 to 8,400 last week. They are sticking with the 10,000 target by the end of the decade, though they mentioned it might be raised. The S&P 500 is up 141.0% so far this decade, already making it the sixth-best decade since the Roaring 1920s.
$SPDR S&P 500 ETF Trust(SPY)$ With 56 trading days left until Election Night, SPX is up 13.7% YTD for 2026. That makes it the third best year-to-date performance in a midterm year at this point in S&P 500 history. Only 1986 and 1958 were better.
$CoreWeave, Inc.(CRWV)$ They posted a solid Q2 print. Revenue jumped 112% to $2.58 billion, and the backlog sits at $104 billion. The Q3 guide looks pretty good too.
$CoreWeave, Inc.(CRWV)$ Price action has been solid, and I think it could keep going. If there are shorts out there getting margin calls, they only have a few days to cover if they haven't done so already. Dragging their feet would probably just make it more expensive for them.
$SPDR S&P 500 ETF Trust(SPY)$ Consumer staples, software, and chips are all running at the same time. PG, NOW, and NVDA moving together like this is pretty remarkable. Honestly, this is incredible to watch.
$SPDR S&P 500 ETF Trust(SPY)$ This just looks like another bear trap. Had my drawdown been a bit larger, I probably would've been fine regardless. Lame.