To The Moon

$CoreWeave, Inc.(CRWV)$ It looks coiled to break through that 65 overhead and run toward 70. The tight range down here sets up nicely.

$Jet.AI Inc.(JTAI)$ Scarcity of grid-ready sites is real. Jet.AI is stacking 1 GW+ potential capacity while $CoreWeave, Inc.(CRWV)$ , $NEBIUS(NBIS)$ , $Vertiv Holdings LLC(VRT)$ , and $TeraWulf Inc.(WULF)$  ride the same AI infrastructure demand. Cleaner focus after the aviation pivot.

$CoreWeave, Inc.(CRWV)$  Three months ago, if I had said we'd see a bunch of people turning bullish after breaking into 61, most would have dismissed it.

$CoreWeave, Inc.(CRWV)$ Futures are already up sharply. Level II pre-orders are now over $63. My guess is $72.

$CoreWeave, Inc.(CRWV)$ Their current revenue stream supports the debt. They're taking out debt to go after the total addressable market. This is a market leader.

$CoreWeave, Inc.(CRWV)$ capitulation or dead cat bounce,,, $Galaxy Digital Holdings Ltd.(GLXY)$  $APPLIED DIGITAL CORP(APLD)$ 

$CoreWeave, Inc.(CRWV)$ Dropped 15% yesterday after some of its bonds briefly yielded 15%. That looks like a financing scare, not a broken business. $104B backlog, BofA and Deutsche kept their Buys, and Jensen says it's getting stronger. Most neoclouds won't survive. CRWV will.

$Riskified Ltd.(RSKD)$ Agentic AI is shaping up to be the next retail wave, with autonomous bots doing the buying for consumers. For merchants that are already vulnerable to fraud, that creates a blindspot Riskified is built to address. First, there is the telemetry void. Legacy tools lean on human signals like mouse movement and hesitation. AI shopping agents check out in milliseconds through APIs, so legacy filters mistake them for attack bots and trigger false declines that lock out real sales. Second, there is identity linking. When session signals disappear, Riskified queries its Global Identity Graph. It links an AI agent's purchase back to the buyer's verified historical identity, separating personal shopping agents from weaponized fra

$Amazon.com(AMZN)$ Bulls are ahead by 24.5 on the Bull vs Bear gauge after Friday's +3.3% move to $262.43. That's almost double $Tesla Motors(TSLA)$ 's lead and well ahead of NVDA. Big tech's quiet leader right now?

$NVIDIA(NVDA)$  Stocks that break through 52-week highs tend to keep making new record highs. I'm buying the dips and expecting a pullback off the highs in the morning, followed by a push through 240.