RobyWanKenobi
commented on
$CoreWeave (CRWV.US)$ And now we buy. All in on 2x long?
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RobyWanKenobi
voted
The AI earnings season just dropped some serious drama! 🎭 While some stocks soared on "hard asset" halo strategies, others faced profit pressure. With tech valuations at sky-high levels, investors are pivoting to industries like utilities, energy, and semiconductors—sectors with high capital barriers and long-term resilience.
💎 But let’s break down the winners and losers before you bet the farm!
📊 $Palantir (PLTR.US)$ : AI-Powered Growth ...
💎 But let’s break down the winners and losers before you bet the farm!
📊 $Palantir (PLTR.US)$ : AI-Powered Growth ...
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RobyWanKenobi
commented on
$CoreWeave (CRWV.US)$ I am selling this underperformer and buying NBIS which I buy think will do much much better. CRWV has caused me losses upon losses and the managemnt has proven they cannot perform.
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RobyWanKenobi : this is my move.