Thanks to Frans Bakker and 𝒰𝓂𝒷𝒾𝓈𝒶𝓂 I just uncovered something wild. Turns out $CRWV is covered at JP Morgan by software analyst Mark Murphy, who’s got it at a Strong Buy. Meanwhile, every other data center stock is under Reggie — and he’s got Sell/Hold ratings on the big

NEWS FROM THE GRAVE $MSFT / OpenAI 🔹 OpenAI brought in $4.3B in revenue in the first half of 2025 — already double what $PLTR made over the same period, tho Palantir is profitable. The scale is staggering: $2.5B in cash burn, $6.7B in R&D, and still sitting on $17.5B in cash.

Very curious that FT “accidentally” got hold of documents portraying $CORZ as a company in desperate need, supposedly unable to survive without $CRWV. And odd that the deal was planned as an all-stock transaction, with no cash involved — as if $CRWV shares are some kind of

BREAKING: $CRWV has signed a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models “They loved our infrastructure in earlier contracts and came back for more,” Chief

$CRWV is up $15% after $META deal. $NVDA is taking care of its fam $WYFI +4% $NBIS +3% $CIFR and $IREN are in red, probably after yesterday's bounce I also bought $UMAC after new $12M deal, prob good for Intraday 😀😀

$WULF The company has quietly updated their guidance on Cayuga with 50 MW planned for delivery late 2026. They like to announce 12 months ahead of delivery so it is likely we hear about a third customer in Q4.

Check out my new Substack! Sam Altman is building an Everything App — an AI-native platform that merges search, commerce, productivity, social, and personal agents into one interface. Not a chatbot, not a plugin store — a full-stack ecosystem. And that brings him head-to-head

Earlier today, me and RedBeast_X asked Alice when they’re finally going to start communicating properly with retail — and even got a reply from the CEO kobi marenko I believe that every public company, especially small caps, should be building a retail-facing community like $IREN

$ORCL Deep Dive is live! A layered cake of fundamentals, sprinkled with technicals, baked by two experienced chefs. Special thanks to Edge Of Power for insights on market perception, partnerships, and risks. Probability-weighted outcomes, clean technical take, no fluff ↓

🚨 $OKLO News: Chosen for 3 U.S. Government Nuclear Projects The DOE just picked Oklo (OKLO) and its subsidiary Atomic Alchemy for 3 pilot programs under its fast-track Reactor Pilot Program — the most awarded to any company. 📍Goal: Get next-gen reactors operational by July

When you trade, risk management is crucial. If your portfolio has only four or five positions, a 30–40% drop in just one of them can significantly hurt your overall performance — and your mental state. So if you’re building a concentrated portfolio, you have to be ready for

The $CRWV deal with $META locks in $14.6B over six years — about $2.4B a year. With CoreWeave’s forward revenue sitting near $5B, this single contract already lifts the run-rate to ~$7.4B, a 50% jump. And that’s before extending the $16B OpenAI agreement. The tricky part is how

Soon we might see an ETF built entirely out of U.S. state-backed companies. The government stake in $LAC is now confirmed at 5%. Hard to say if that’s “good” news — it increasingly looks like the U.S. is adopting the same playbook we’ve seen in China. First it was Intel, then

FRMI IPO: A Political Energy Play $FRMI is debuting on the market at $38/share, with a valuation that immediately puts it into the spotlight. The company positions itself as a future REIT-like vehicle for energy and compute infrastructure, aiming to lease massive gigawatt-scale

My $WYFI May’15 $30 call is up 55%, the stock is up 15% today and has a new PT $34 from Wainwright

Stocks and Open AI: $RDDT -9% $DUOL -2% $ADBE -3% $HUBS -8% I sold $RDDT today, don’t have a clue what’ll happen with the stock, from $280 to $207 Still don’t know who needs $DUOL and ppl who pitch it here, how much did you gain? HUBS lost half of value, marketing is

All lithium battery producers are rising today, possibly after the government bought a stake in $LAC, which is developing lithium deposits. $AMPX +12% $ABAT +9% $QS +16% $AMPX has conservative management, almost no debt, and recently signed a $35M contract with a defense

My biggest positions in active trading portfolio $HOOD 10% $NVDA 7% $IREN 11% (50/50 stocks/calls) $AMZN 5% $NBIS 5% $CIFR 4% (stocks/calls) $RHM 3% I couldn’t find the way to extract it from the broker 😅