$NVIDIA(NVDA)$ Data center buildout isn't slowing down. We're in a race with China folks, and thanks to Nvidia, we're currently ahead. It's hard to see the case for betting against that.
$NVIDIA(NVDA)$ Long term investing comes down to positioning. Nvidia is about as entrenched as it gets with partnerships, investments, and products tied to AI. If AI succeeds, Nvidia succeeds. Hard to see much of a question there.
$NVIDIA(NVDA)$ Friendly reminder: NVDA has red days, weeks, and even months. But what about years? Hardly. NVDA has been up in 11 of the past 13 years, and it's up in 2026. That's what matters to any long term investor.
Price is too high not to hit the distribution area, and too low not to sweep the liquidity below $190. $NVIDIA(NVDA)$ is once again subject to crowd psychology. Old cats won't get trapped.
$CoreWeave, Inc.(CRWV)$ Once the crypto pump cools off, we should get moving again. The fact that it's just holding around $90 right now feels like a good sign to me.
$CoreWeave, Inc.(CRWV)$ CRWV will be fine in the long run. These macro market moves feel like a chance to pick up shares at a discount. The recent quarterly earnings report showed the path this company is on. And with how things swing, the market could easily whip back the other direction soon enough, and this will look like a pretty good entry window for CRWV.
$CoreWeave, Inc.(CRWV)$ Nothing has changed since earnings. The debt was already well known, and the rate issues were already there. Nothing changed overnight... it just looks like another opportunity to enter before $120+.
$CoreWeave, Inc.(CRWV)$ Just speculating here, but we might turn green since the 16M shares to bring institutional shares already hit 80% for the day. If that plays out, I think we could see pivot price up to $109. Just my take.
$CoreWeave, Inc.(CRWV)$ UBS Asset Management Americas boosted its stake in CoreWeave quite a bit last quarter. Their latest 13F-HR shows 1,415,103 shares of CRWV as of June 30, 2026, valued at $140,859,353. That's up from the 859,104 shares they reported in the previous filing, which works out to a 64.72% increase in shares. The position is now worth $152,449,046.