AndrewWalker

    • AndrewWalkerAndrewWalker
      ·10-22 10:35
      Retail knows these dumps are fake and it tends to V back up. At this point it's just another pattern. My idea was a $Qnity Electronics Inc(Q)$ qq put as a hedge. I took profit too early, but I did sell more than half of my longs into the after-hours pump. The read felt right. Now I can buy dips, but I expect Monday to dump, the opposite of this Monday, so any dip I'll sell by Friday at the latest. $APPLIED DIGITAL CORP(APLD)$  $IREN Ltd(IREN)$  $SPDR S&P 500 ETF Trust(SPY)$ 
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    • AndrewWalkerAndrewWalker
      ·10-22 04:29
      $Meta Platforms, Inc.(META)$ The AI revenue is real. Look at META AI revenue and spending. $CoreWeave, Inc.(CRWV)$  is taking the biggest chunk of this spending.
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    • AndrewWalkerAndrewWalker
      ·10-22 01:12
      $SPDR S&P 500 ETF Trust(SPY)$  SPY has gone up something like 20% in the past 5 months. That's a pretty wild move.
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    • AndrewWalkerAndrewWalker
      ·10-21 03:56
      $SPDR S&P 500 ETF Trust(SPY)$  The upper orb was set first. The 2 and 5 minute charts are sitting at the 20 SMA resistance. The middle orb is at 768.42. For the bulls, a break above the upper orb at 768.85 is needed. Below the middle orb could lead to the lower orb at 768.11.
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    • AndrewWalkerAndrewWalker
      ·10-20 09:09
      $SPDR S&P 500 ETF Trust(SPY)$ Oil looks set to get pushed higher, which could shake a lot of people out of their positions. Markets might dip a bit more, then oil comes back down, and good news follows with a strong rally.
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    • AndrewWalkerAndrewWalker
      ·10-20
      $CoreWeave, Inc.(CRWV)$  trying to bottom feed on that leverage without being too aggressive
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    • AndrewWalkerAndrewWalker
      ·10-19
      $CoreWeave, Inc.(CRWV)$ A lot of amateur shorts have been pushing false narratives about CRWV, apparently hoping their poorly timed short positions near the bottom will move a bit lower. Meanwhile, futures are surging, and $165 price targets are still being reiterated. From here, CRWV looks like it's set to move higher, possibly much higher.
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    • AndrewWalkerAndrewWalker
      ·10-19
      $SPDR S&P 500 ETF Trust(SPY)$ Fridays are never the bottoms. I'm seeing dips at the opens and rallies into the rest of the week.
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    • AndrewWalkerAndrewWalker
      ·10-19
      $SPDR S&P 500 ETF Trust(SPY)$  The data heading into 2027 looks pretty solid for bulls. The window for bears is between now and the end of the year.
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    • AndrewWalkerAndrewWalker
      ·10-18
      $CoreWeave, Inc.(CRWV)$ I've been reading everything I can on the debt and financing concerns, and I think the market may be throwing the baby out with the bathwater here. Truist still has a Buy with a $165 target, and they're pointing to something that seems to be getting overlooked: a huge backlog, real operating scale, and customer prepayments on roughly 70% of recent deals. That last part matters because upfront customer money means less dependence on outside financing. Does CRWV have debt? Absolutely. Is the capital structure something to watch closely? Absolutely. But there's a big difference between being highly leveraged and having a failing business. Jensen Huang says CRWV's cost of capital is actually decreasing, Cantor calls this o
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