To The Moon

$CoreWeave, Inc.(CRWV)$ 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.

$SPDR S&P 500 ETF Trust(SPY)$ Fridays are never the bottoms. I'm seeing dips at the opens and rallies into the rest of the week.

$SPDR S&P 500 ETF Trust(SPY)$  The data heading into 2027 looks pretty solid for bulls. The window for bears is between now and the end of the year.

$CoreWeave, Inc.(CRWV)$ 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

$SPDR S&P 500 ETF Trust(SPY)$ Feels like an unsolved mystery at this point. All those bears just vanished into thin air. Where did they go?

$SPDR S&P 500 ETF Trust(SPY)$ Perma bears wondering where their morning gains went.

$SPDR S&P 500 ETF Trust(SPY)$  I always thought inflation was transitory. At least that was the picture back in 2021.

$SPDR S&P 500 ETF Trust(SPY)$ The bear market is here, but it's mainly hitting small caps. Mega caps are just too strong.

CoreWeave is building the backbone of the AI era. A roughly $100B backlog, blue-chip customers like Microsoft and Meta, and investors lining up to fund the buildout. Demand for AI compute isn't slowing, and CoreWeave is where the GPUs are. Record demand, a massive contract backlog, and a fresh $3.7B+ raise that investors upsized. The AI buildout is just getting started. $CoreWeave, Inc.(CRWV)$ 

$SPDR S&P 500 ETF Trust(SPY)$ I think we're headed much higher tomorrow. A scam in motion tends to stay in motion.