To The Moon

$SK hynix(SKHY)$ CITI's net income is higher than $NVIDIA(NVDA)$ , and it has posted better growth than $NVIDIA(NVDA)$  for years. Based on NTM EPS, it trades at roughly 1/5th the price of NVDA. Would you buy $NVIDIA(NVDA)$  at an 80% discount? The $T-REX 2X Long DRAM Daily Target ETF(RAM)$  ETF looks like a safe bet.

$CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $Cipher Mining Inc.(CIFR)$ Shorts could be in for a rough time here. Oil is plunging and chips are ripping.

$CoreWeave, Inc.(CRWV)$  $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ I trimmed all of my positions close to the highs recently. I plan to double my share count when the time is right. The election is in 12 days. The bulls will make serious money here soon enough.

$CoreWeave, Inc.(CRWV)$ It looks coiled to break through that 65 overhead and run toward 70. The tight range down here sets up nicely.

$Jet.AI Inc.(JTAI)$ Scarcity of grid-ready sites is real. Jet.AI is stacking 1 GW+ potential capacity while $CoreWeave, Inc.(CRWV)$ , $NEBIUS(NBIS)$ , $Vertiv Holdings LLC(VRT)$ , and $TeraWulf Inc.(WULF)$  ride the same AI infrastructure demand. Cleaner focus after the aviation pivot.

$CoreWeave, Inc.(CRWV)$  Three months ago, if I had said we'd see a bunch of people turning bullish after breaking into 61, most would have dismissed it.

$CoreWeave, Inc.(CRWV)$ Futures are already up sharply. Level II pre-orders are now over $63. My guess is $72.

$CoreWeave, Inc.(CRWV)$ Their current revenue stream supports the debt. They're taking out debt to go after the total addressable market. This is a market leader.

$CoreWeave, Inc.(CRWV)$ capitulation or dead cat bounce,,, $Galaxy Digital Holdings Ltd.(GLXY)$  $APPLIED DIGITAL CORP(APLD)$ 

$CoreWeave, Inc.(CRWV)$ Dropped 15% yesterday after some of its bonds briefly yielded 15%. That looks like a financing scare, not a broken business. $104B backlog, BofA and Deutsche kept their Buys, and Jensen says it's getting stronger. Most neoclouds won't survive. CRWV will.