AndrewWalker
AndrewWalker
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avatarAndrewWalker
08-17 08:19
$CoreWeave, Inc.(CRWV)$ 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.
avatarAndrewWalker
08-17 00:59
$SPDR S&P 500 ETF Trust(SPY)$ 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.
avatarAndrewWalker
08-17 00:35
$SPDR S&P 500 ETF Trust(SPY)$ 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.
$Rum Group Inc(RUM)$ $Oracle(ORCL)$ $CoreWeave, Inc.(CRWV)$ Rumble now has more GPU and CPUs than $IREN Ltd(IREN)$ , but IREN is valued at $18 billion while Rumble is still at $2 billion. At some point, Wall Street analysts might actually start covering Rumble. I own both, for what it's worth.
$CoreWeave, Inc.(CRWV)$ 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.
$CoreWeave, Inc.(CRWV)$ Looks like this could surge again soon, and if it does, the reaction might be pretty entertaining to watch.
$Beyond Meat, Inc.(BYND)$ A lot of people trying to get their money back with $Hertz Global Holdings, Inc.(HTZ)$  and I get it. The reverse split is a killer. Once it was announced, I sold immediately. I made it all back recently with Hertz. I didn't sell after that. Holding for the rest of the squeeze. $Wendy's(WEN)$  volume should pour in soon as well. This feels like a $GameStop(GME)$  type squeeze. $SPDR S&P 500 ETF Trust(SPY)$  making everyone rich.
$Beyond Meat, Inc.(BYND)$ I started loading up heavily on dips today. Still bullish on the broader market.
$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ To be honest, the only thing you keep hearing from the bear side is circular financing.
$American Fusion Inc.(AMFN)$ $American Fusion Inc.(AMFN)$ AMFN with 5.5k watchers. That's pretty much the whole story, and the direction looks clear enough from here. For those still doubting, just keep watching. $SPDR S&P 500 ETF Trust(SPY)$  at 635k watchers, $Trump Media & Technology(DJT)$  at 115k, $SpaceX(SPCX)$  at 100k, $Invesco QQQ(QQQ)$  at 278k, $SELLAS Life Sciences Group Inc.(SLS)$  at 60k.
$SPDR S&P 500 ETF Trust(SPY)$ Mr. Softy supporting the entire S&P 500. One company.
$SPDR S&P 500 ETF Trust(SPY)$ AI and data centers will eventually pay off and benefit everyone.
$SPDR S&P 500 ETF Trust(SPY)$ 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.
$SPDR S&P 500 ETF Trust(SPY)$ Wall Street's marketing department says you should sell oil, so I guess I'll see you at $150 a barrel.
$SPDR S&P 500 ETF Trust(SPY)$  The Strait of Hormuz concern seems to have faded now. So, up we go.
$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $SUPER MICRO COMPUTER INC(SMCI)$ DRAM.XIt should be good for raising capital for AI needs in general, from infrastructure build-outs to chip development to model training.
$SPDR S&P 500 ETF Trust(SPY)$ bears are looking pretty weak right now. they can't even seem to get a real move going, man.
$SPDR S&P 500 ETF Trust(SPY)$ Weekend Stocktwits might genuinely be the dumbest place on the planet.

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