To The Moon

‌ G‌oogle has just joined Nvidia in taking a big stake in Marvell. I see this may happen with CRWV as well. It makes sense for the other mega AI players to take positions in AI infrastructure plays.

So now Google has joined Nvidia as major stakedholders of Marvell. This is very good statement of support.

So was today another God-sent or the start of the meltdown some was calling for?  What do you guys think? Shall we ear-mark today and all the comments and revisit next week? Possibly mid-week?  Why mid-week? Because the was the time when stocks rallied to another record high after a brutal sell-off the week before.

$CoreWeave, Inc.(CRWV)$  About time. The rocket is igniting now. It was just too odd when every AI stock was flying but CRWV was going the other way. 

The leader of the free world has gone insane. Or was he aways this way?

He is a psychopath. He is totally ouy of his mind. Wake up America!

First he claims Panama.  Now Hormuz. Next Suez.  Why not straits of Taiwan, Malacca, Cape Of Good Hope, English Channel, etc. as well?

Is the AI boom the new Internet Bubble? When you ask this question, do remember one bery important thing. The Internet did not die. In fact, almost everyone in the world now uses the internet in one way or another. The bubble killed off the "pretend" internet stocks. The real ones like Amazon is still around. In fact, Amazon is now one of the largest companies in the worldAnd as for AI, it is true. AI is the new "Internet". Because very very soon, everyone in the world will be using it.  Another analogy, think mobile phones. Where was mobile phone in the 90's? Very few individuals were able to have one. Where is mobile phone now? Even beggars in Chinese cities carry one. AI Bubble? I want in now! Before they foam into an ocean of bubbles that are too expensive to get into. But listen

$CoreWeave, Inc.(CRWV)$  The only negative that I am seeing from the latest financial report is the debt and the interest costs. All others from revenue to margins to EBIT has rocketed out of the park. On the fear of Debts and interest, I believe Jensen Huang's Mega-Finance Pac he has created is the solution. And his partners are really the who's-who in mega-finance right now. And just look at Nvidia's own commitment to CRWV. Read the following:- "Existing Footprint: From CoreWeave to a $500 Billion Industrial Fund NVIDIA's presence in the neo-cloud space has been established for some time. According to the Morgan Stanley report, since investing in CoreWeave in 2023, NVIDIA has extended this strategy to several other cloud providers. It

$CoreWeave, Inc.(CRWV)$  Repeating from Tiger AI on outlook for CRWV:- The recent news flow for CoreWeave (CRWV) is overwhelmingly bullish, driven by a strong Q2 2026 earnings beat that confirmed robust AI demand and a massive $104 billion backlog. However, key risks around its high debt load, dependence on Nvidia, and the potential for client competition warrant attention.