$CoreWeave, Inc.(CRWV)$ Just speculating here, but we might turn green since the 16M shares to bring institutional shares already hit 80% for the day. If that plays out, I think we could see pivot price up to $109. Just my take.
$CoreWeave, Inc.(CRWV)$ UBS Asset Management Americas boosted its stake in CoreWeave quite a bit last quarter. Their latest 13F-HR shows 1,415,103 shares of CRWV as of June 30, 2026, valued at $140,859,353. That's up from the 859,104 shares they reported in the previous filing, which works out to a 64.72% increase in shares. The position is now worth $152,449,046.
$NVIDIA(NVDA)$ Most days I can just stay in my pajamas if I feel like it. NVDA is the reason. Honestly, I owe a lot of my life to this company and this stock.
I can't think of a single mega-cap company with a more parabolic revenue trajectory than $NVIDIA(NVDA)$ right now. The speed of this data center infrastructure buildout is unlike anything in modern market history. From hyperscaler capex to enterprise AI deployments, the top-line trajectory looks less like a standard corporate growth curve and more like a vertical wall. Good luck finding a comparable chart with this level of scale in today's market.
$NVIDIA(NVDA)$ Only 3% left to go until 200 or higher, which was the target from a few days back. Now sitting at 197, but from here the targets keep getting revised lower each day.
$NVIDIA(NVDA)$ Looks like it will probably bounce around this 192 support zone again. If it doesn't hold, it's lights out. I took a small long again here, got a small 140K position in 190 calls for next week, using some of the 573K winnings from the 213 short.
$NVIDIA(NVDA)$ I'm 100% Nvidia, all the time. My approach is basically holding, trading, and orbiting around what I see as the core of all business on Earth, even if they don't realize it yet. I guess I'm a mix of all eight types wrapped into a ninth kind of trader. I'll always be a full-on bull when it comes to Nvidia, regardless of any negative noise around the company's broader impact.