-8.6%return · 30D
$1,000 follows their calls into $914
VT $977
Sep 22Oct 19
- Win rate
- 45%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #149
- 7 ranked closes
- Longest streak 4
Cave Hermit@BaBig90$CRWV is on sale. Might go down a bit, who knows, but overall for a longer term hold and $NBIS are buys.
Mike Alfred@mikealfredJust finished reading the new Goldman Sachs report on Coreweave. They are bullish. As I’ve been saying for a year, there will be no top in demand for at least 18-24 months from now (mid to late 2028). GS says demand a function of enterprise diffusion, not frontier model progress.
Oct 19Long CRWV +1 more
