AndrewWalker

    • AndrewWalkerAndrewWalker
      ·08:29
      $CoreWeave, Inc.(CRWV)$  Will the Seeking Alpha article trigger panic buying in CRWV tomorrow? A Seeking Alpha article can move a stock, but panic buying only happens when the article amplifies conditions that are already present in the market. For CRWV, those conditions are partially in place. Why a pop is plausible: the article's framing around an "AI debt machine starting to turn" is emotionally charged and narrative-shifting. CRWV is a low-float, high-volatility AI infrastructure stock that reacts strongly to sentiment catalysts. Short interest is elevated, and the article directly challenges the bear thesis. Retail traders respond to "inflection point" stories, and this article reads like one. Looking back,
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    • AndrewWalkerAndrewWalker
      ·01:20
      YMFutures held up today, and it looks like another bullish intraday leg could be setting up for the Dow.
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    • AndrewWalkerAndrewWalker
      ·00:51
      $CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ Similar market cap, and even Nike has positive cash flow compared to those junk hype A-Zombies. Adding $Nike(NKE)$  long.
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    • AndrewWalkerAndrewWalker
      ·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.
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    • AndrewWalkerAndrewWalker
      ·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.
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    • AndrewWalkerAndrewWalker
      ·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.
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    • AndrewWalkerAndrewWalker
      ·08-14
      $Rum Group Inc(RUM)$ $Oracle(ORCL)$ $CoreWeave, Inc.(CRWV)$ 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.
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    • AndrewWalkerAndrewWalker
      ·08-14
      $CoreWeave, Inc.(CRWV)$ 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.
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    • AndrewWalkerAndrewWalker
      ·08-13
      $CoreWeave, Inc.(CRWV)$  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.
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    • AndrewWalkerAndrewWalker
      ·08-13
      $CoreWeave, Inc.(CRWV)$ Looks like this could surge again soon, and if it does, the reaction might be pretty entertaining to watch.
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