To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ All the gurus are out tonight saying they called this after-hours move. I've seen this movie too many times.

$CoreWeave, Inc.(CRWV)$ CoreWeave's Denmark data center is now live, and shares are up about 8% today. The company has brought most of its planned 22.5 megawatts of computing capacity online in Denmark, with a global AI network rollout across 4 continents targeted for completion by mid-2027. Separately, CoreWeave and other neoclouds are rebounding, as Crusoe's CEO said the recent selloffs look overblown.

The previous letter laid out a bullish bias as long as critical supports held, with a dip and defense at 7668 or a breakout through 7689 as the ideal SPX long entries, targeting 7702, 7716, and 7735. That setup played out. The 7668 level held multiple times overnight, and after a swift drop at the opening bell, support was found just above it at 7677, the low of day. That set the stage for a strong rally through 7689, 7702, and 7716 to a high of day at 7736.24, right at the 7735 target. $Eversource(ES)$ _F With the FOMC announcement coming up, $SPDR S&P 500 ETF Trust(SPY)$  could see a meaningful move either way. Implied volatility is likely to pick up, which could make options contracts more e

$SPDR S&P 500 ETF Trust(SPY)$ Markets tend to prefer certainty over uncertainty.

$Invesco QQQ(QQQ)$ These AI stocks just keep running with no sign of slowing down. For a lot of them, no price seems too high. Higher inflation and interest rates don't appear to matter much either. $SPDR S&P 500 ETF Trust(SPY)$ 

$CoreWeave, Inc.(CRWV)$  $SPDR S&P 500 ETF Trust(SPY)$  is the best stock to hold in all of Wall Street.

If the key takeaways don't include the company being FCF positive in 1H'26, demonstrating operating leverage, and holding a massive cash position at 6/30... then the read on anything AI-related just doesn't hold up. Whether that's from a lack of financial sophistication or bad faith framing is beside the point. $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$ 

$Waste Management(WM)$ $SPDR S&P 500 ETF Trust(SPY)$  The setup looks strong defensively, and the upcoming earnings report should be decent for the new CEO. I'm keeping an eye on the 250 level.

$United States Oil Fund LP(USO)$ $SPDR S&P 500 ETF Trust(SPY)$  Oil really did not do this. Stop blaming oil for every bad day in the market.

$SHF Holdings, Inc.(SHFS)$ I've stepped out for now at 0.45 and taken all profits. I've gone all in on $ROBIN ENERGY LTD.(RBNE)$  for its recovery. I'll be moving in and out of other names, but for now I'm staying heavily positioned in $ROBIN ENERGY LTD.(RBNE)$  heading into the close and through tomorrow, expecting big moves to come. Watching $CoreWeave, Inc.(CRWV)$  and $IREN Ltd(IREN)$  as well.