$CoreWeave, Inc.(CRWV)$ CRWV always wins. No stress, no actual losses — just my own opinion and my own experience so far. Here's a look at the ROI from IPO to today, and out to some 2030 targets. From the $40 IPO price, the stock is at $106.29 today. That's a return of 165.7%. If CRWV reaches $700 by 2030, the ROI from the IPO would be 1650%. If it hits $1000 by 2030, that would be 2400%. So if you bought at the $40 IPO and just held, you'd be up 165.7% right now. From there, the path to $700 or $1000 by 2030 would take the total return to 1650% or 2400% — a progression from 2.66x today to 17x or 25x depending on where the stock lands.
$SPDR S&P 500 ETF Trust(SPY)$ SPY call wall shifted to 780 from 775, nice. QQQ is already on fire and seems set for a steeper upside, with SNDK, SOXL, and SOXX likely helping push it along.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Up about 4.2% to $146.21, gapping off the $140.25 close on 2.7M shares. Tapeboard flagged it at $144.69, and it's given most of that back since. 3x leveraged tape is running hot this session, and verticals like this can chop hard. I'm just watching whether it holds the gap or fades into the open.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The kind of AI demand we're likely to see over the next decade feels like it'll be on a completely different scale from anything in the past. To those who managed to pick up some shares below $100 during that big dip, well done. I'm staying long.