Oracle Could play key role in TikTok deal between Trump administration and China, sources say - CBS News [https://www.cbsnews.com/news/oracle-tiktok-deal-trump-administration-china/](https://www.cbsnews.com/news/oracle-tiktok-deal-trump-administration-china/) ORCL shares up slightly in overnight trading.

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ASTS low-key giving Ballard vibes. My cost basis in Ballard is $35.20

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The key change that’s prompting the shift is in the labor market. Major negative revisions on the last couple of reports is the reason a cut is all but guaranteed. https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html Unfortunately OP is highly regarded.

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Google is still low key undervalued.

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Solid DD. The revenue visibility from those CoreWeave contracts is key here - $11B in signed contracts gives serious downside protection. Most 'AI plays' don't have this kind of concrete revenue backing. Important points about the MW capacity expansion. At $3-4M revenue per MW, their 500MW target by 2026 could mean $1.5-2B annual revenue. Current market cap looks cheap if they execute. Two things stand out: 1/They're targeting AI-specific data centers, not just general compute 2/Those long-term leases mean predictable cash flow Real infrastructure play rather than speculative AI. Client concentration risk is there but CoreWeave isn't some startup - they're a major player in AI compute

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Yeah but its .25 or .5 at this point I think .25 causes a pullback low key

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uber low key about to hit a hundo

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tldr monitoring 0dte option flows (volume and direction of bid/ask crossing) at basic key levels (vwaps, yesterday's high/lows, high gamma option levels), and trading based on if i see lots of 0dte traders reacting at a key level when the price action looks exhausted. ex. nice accelerating selloff breaking the extended hours avg price (dashed blue). And i can see lots of 0dte spy and spx traders selling calls and buying puts. So the move is probably over and I buy calls near the bottom. https://preview.redd.it/4yu3j8hjcepf1.png?width=503&format=png&auto=webp&s=82ae7dea9fb33a1a36bec7090dbeb159fc2b49cc

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​CoreWeave's $6.3 Billion NVIDIA Deal: The Story Behind the Stock Surge ​On September 15, 2025, CoreWeave (CRWV) disclosed a $6.3 billion agreement with NVIDIA, causing its stock to surge. However, the story reveals both significant opportunities and serious red flags for investors. ​The Deal Details ​The agreement, signed on September 9, 2025, requires NVIDIA to purchase any of CoreWeave's unsold cloud computing capacity through April 2032. This provides a crucial revenue safety net for CoreWeave. The relationship is deep, as NVIDIA already owns a 6.6% stake in the company and is its primary supplier of GPUs. ​Following the announcement, CoreWeave shares jumped 8% to $120.91, pushing its market cap to approximately $62 billion. The stock has gained over 200% since its March 2025 IPO. ​The Bull Case: A Validated Business Model ​Supporters see the NVIDIA deal as a validation of CoreWeave's strategy. It secures revenue, addresses concerns about filling its data center capacity, and positions the company as a critical AI infrastructure provider. This is backed by explosive growth, with Q1 2025 revenue soaring over 420% year-over-year to $981.6 million. ​The Bear Case: A Scathing Short Report ​On the same day as the NVIDIA announcement, investment firm Kerrisdale Capital disclosed a short position and released a report calling CoreWeave "the poster child of the AI infrastructure bubble." Kerrisdale set a price target of $10 per share, implying a 90% downside. ​Key criticisms include: ​Extreme Customer Concentration: Microsoft accounts for 70% of CoreWeave's revenue and recently passed on an expansion opportunity. ​Unsustainable Financials: The company is burning through cash, expected to burn $19 billion in 2025 alone, with total debt projected to exceed $40 billion by 2028. It currently isn't generating enough income to cover its interest payments. ​No Competitive Advantage: Kerrisdale argues CoreWeave is simply a commodity GPU rental business with no proprietary technology, facing competition from hyperscalers building their own infrastructure. ​Conclusion: Growth vs. Fundamentals ​CoreWeave represents a classic investment dilemma: massive growth and a strategic partnership with NVIDIA are pitted against questionable fundamentals, including an extreme debt load, significant cash burn, and high customer concentration risk. ​The stock surged because investors focused on the NVIDIA partnership and the ongoing AI hype, which temporarily overshadowed the fundamental concerns raised by Kerrisdale. The $6.3 billion deal provides revenue visibility but doesn't solve the underlying challenges of its capital-intensive business model. The current valuation may be severely disconnected from the company's financial reality.

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The key is to fomo in before you know it’s fomo 😉

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