$CoreWeave, Inc.(CRWV)$ A lot of amateur shorts have been pushing false narratives about CRWV, apparently hoping their poorly timed short positions near the bottom will move a bit lower. Meanwhile, futures are surging, and $165 price targets are still being reiterated. From here, CRWV looks like it's set to move higher, possibly much higher.

$SPDR S&P 500 ETF Trust(SPY)$ Fridays are never the bottoms. I'm seeing dips at the opens and rallies into the rest of the week.

$SPDR S&P 500 ETF Trust(SPY)$  The data heading into 2027 looks pretty solid for bulls. The window for bears is between now and the end of the year.

$CoreWeave, Inc.(CRWV)$ I've been reading everything I can on the debt and financing concerns, and I think the market may be throwing the baby out with the bathwater here. Truist still has a Buy with a $165 target, and they're pointing to something that seems to be getting overlooked: a huge backlog, real operating scale, and customer prepayments on roughly 70% of recent deals. That last part matters because upfront customer money means less dependence on outside financing. Does CRWV have debt? Absolutely. Is the capital structure something to watch closely? Absolutely. But there's a big difference between being highly leveraged and having a failing business. Jensen Huang says CRWV's cost of capital is actually decreasing, Cantor calls this o

$SPDR S&P 500 ETF Trust(SPY)$ Feels like an unsolved mystery at this point. All those bears just vanished into thin air. Where did they go?

$SPDR S&P 500 ETF Trust(SPY)$ Perma bears wondering where their morning gains went.

$SPDR S&P 500 ETF Trust(SPY)$  I always thought inflation was transitory. At least that was the picture back in 2021.

$SPDR S&P 500 ETF Trust(SPY)$ The bear market is here, but it's mainly hitting small caps. Mega caps are just too strong.

CoreWeave is building the backbone of the AI era. A roughly $100B backlog, blue-chip customers like Microsoft and Meta, and investors lining up to fund the buildout. Demand for AI compute isn't slowing, and CoreWeave is where the GPUs are. Record demand, a massive contract backlog, and a fresh $3.7B+ raise that investors upsized. The AI buildout is just getting started. $CoreWeave, Inc.(CRWV)$ 

$SPDR S&P 500 ETF Trust(SPY)$ I think we're headed much higher tomorrow. A scam in motion tends to stay in motion.

$SPDR S&P 500 ETF Trust(SPY)$ This volume looks like it's coiling up. The move higher could be significant from here.

$SPDR S&P 500 ETF Trust(SPY)$ XAUUSDGold bulls are testing the first support level. It needs to hold here, or we could be looking at the 4150 area again.

$SPDR S&P 500 ETF Trust(SPY)$ XAUUSDGold bulls need to hold this level, otherwise we could see lower prices from here.

BTC.XAsia will send it tonight since it's their first day back from the National Day Golden Week. XRP.X ETH.X $Strategy(MSTR)$  $SPDR S&P 500 ETF Trust(SPY)$ 

SPXS&P 500 surpassed its August peak on Tuesday. $SPDR S&P 500 ETF Trust(SPY)$  $SPDR Dow Jones Industrial Average ETF Trust(DIA)$  $Eversource(ES)$ _F

$SPDR S&P 500 ETF Trust(SPY)$  The daily candle looks rough, but technicals, price targets, resistance, support - none of it seems to matter right now. The only thing that matters is crushing puts.

$SPDR S&P 500 ETF Trust(SPY)$ Looking at the 1 min chart, we're seeing a lower low here. If the 20 SMA at 779.55 holds as resistance, it could lead to a pullback. However, the setup remains bullish above the 20 SMA.

Equity markets hit a new all-time high, but the Seasonal ETF (HAC) we used to manage until 2015 is sitting 90% in cash and equivalents. It's now at new all-time relative lows versus the S&P 500 Index, which says a lot about how poorly that approach has played out. Our work has pointed toward pushing back against seasonal negativity at this point in the year, and the portfolios we manage are fully invested in stocks. SPX $SPDR S&P 500 ETF Trust(SPY)$ 

$SPDR S&P 500 ETF Trust(SPY)$  Looking at the 10 min chart, price could get a technical bounce off the upper 15 min ORB at 779.06. Price just retraced to the upper ORB, and the action is still very bullish overall technically. This looks like a normal pullback after a big move. If price breaks ORB support and goes back into the middle of the ORB, then the bearish action could accelerate.

$Recursion Pharmaceuticals, Inc.(RXRX)$ ARPA-H just launched SURPASS, a major program built around AI-driven clinical trial simulation, digital twins and predictive modeling, adaptive trial design, agentic AI for trial operations, and faster drug development. That is very close to what Recursion is already building through its ClinTech and AI platform. If Recursion shows up in a SURPASS consortium or award, that could be a serious validation catalyst. AI drug discovery plus AI clinical trials is exactly where healthcare is heading.