$CoreWeave, Inc.(CRWV)$ Nvidia reportedly holds 47.2 million CoreWeave shares, representing approximately 10% ownership. This looks like more than a commercial partnership. Nvidia has significant financial exposure to CoreWeave's long-term success, while CoreWeave remains a major purchaser of Nvidia GPUs and a critical AI infrastructure provider serving customers including Meta. Despite recent selling pressure, analyst Tal Liani maintains his $140 price target, arguing that the decline is largely sentiment-driven rather than evidence of deteriorating fundamentals. Debt and financing risks remain legitimate concerns, but market sentiment can change rapidly when revenue growth, AI demand, and operational execution reinforce the investment thesi
$BlackBerry(BB)$ This was the obvious loading zone. That's why I kept saying we would retest under $8 again because of those 4H wicks. Now we break out over $8.50 and run back over $10 soon. Long term this will pull a move like $Advanced Micro Devices(AMD)$ did from 2015. Too many big name partnerships with this one like AMD, $NVIDIA(NVDA)$ , $Qualcomm(QCOM)$ , along with nearly all car manufacturers. Those of us who loaded in the $2 - $4 range know the dips to add on.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Seems like money is rotating out of high-value names into value stocks like Google. Kind of wild that Google is now viewed as a value play, even with double-digit growth.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It might need some more time before moving higher. Another drop toward $300 doesn't seem out of the question, in my view.
$Alphabet(GOOG)$ Earnings season could bring renewed attention to banking and streaming stocks, and $Netflix(NFLX)$ is firmly on my radar. Netflix reports October 20, and the setup heading into the print could create a strong momentum opportunity if buyers step in early.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Gaining market share in enterprise AI, Argon, TPUs, quantum computing, and having the full stack. So why is this still the cheapest Mag 7? The market eventually gets it, and this could be at 450 by EOY.
$NVIDIA(NVDA)$ The floor for this stock keeps rising. Jensen made the right call here. Double chip sales next year, 70% growth in 2027, $150 billion buyback. Cash payout announced today. Solid execution.
$NVIDIA(NVDA)$ NVDA keeps hovering near record highs. When this stock gets to these levels, it knocks on the door again and again, and eventually it bursts through. That's been the pattern for over a decade. Rinse and repeat.
$Tesla Motors(TSLA)$ I picked up calls after being an early skeptic. The semiconductor news over the next few weeks could really help the stock surge. It is a whole new revenue stream that has been long awaited.
$Alphabet(GOOG)$ Google might skip Gemini 3.5 Pro. Pre-training for Gemini 4.0 seems to be underway right now. When Gemini 4.0 eventually launches, it should be well ahead of 3.5.
$NVIDIA(NVDA)$ Watching NVDA for years while long term investors kept doing well year after year... that would probably leave a bear who missed out more frustrated than happy. As for me, I'm glad I've been part of this run instead of just watching it from the sidelines.