To The Moon

$Alibaba(BABA)$ $iShares China Large-Cap ETF(FXI)$ Hang Seng looking stupidly bullish here on SPY.

$SPDR S&P 500 ETF Trust(SPY)$ Pretty good week thanks to Ethereum. Going to step away from the screen for a bit now.

$CoreWeave, Inc.(CRWV)$  I actually hope the bears are right and this goes to nothing. I really do, so I can buy much more. When this goes profitable around 2028, this rockets by 2030 to $1000. It's all just noise to say otherwise.

$CoreWeave, Inc.(CRWV)$  Yeah... if we could go ahead and join the pump, that would be great.

$Moderna, Inc.(MRNA)$ $SPDR S&P 500 ETF Trust(SPY)$ INO's nucleic acid medicine doesn't need toxic PEG or lipids, just protein in water, so the safety profile looks pretty clean. INO and mRNA both work the same way as nucleic acid medicines, and both are bringing products to market right now.

$SPDR Gold ETF(GLD)$ QE is back. Rate hikes have been officially cancelled, and the US Treasury capitulated in August 2026. The Fed is next, with the annual Jackson Hole Economic Symposium set for August 27-29. Over the past few weeks I have been saying that AI bears and skeptics are better off accumulating gold and silver, both physical and paper, rather than trying to short individual AI infrastructure stocks. The reason is the roughly 3 trillion in off-balance-sheet debt keeping the AI circular financing setup going. Today we got more evidence for why that approach makes sense. If that AI infrastructure debt bubble pops, gold and silver would likely run to all-time highs as the last obvious place left.

$CoreWeave, Inc.(CRWV)$  I'll pay attention again once this reaches $130. At that point I'd go buy Van Cleef bracelets for me and my girl.

$CoreWeave, Inc.(CRWV)$ OK, this is getting a bit silly at this point. It blew through 94 and is now dropping through 93. We had great earnings and solid future prospects. I bought more at 93. I'll keep buying because this is a good company with a great future.

$CoreWeave, Inc.(CRWV)$  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,

YMFutures held up today, and it looks like another bullish intraday leg could be setting up for the Dow.