PIMPING STOCKS

[call_me_ishmael]

One of my stock guys is really into it. I don't have a position but could be a good price now if you have some money sitting aside. Me, I'm way too in on high risk data center stuff right now so when I get some money I am just gonna DCA into something safer for a bit lol

[bobblehead]

BOBBLE: any thoughts on Coreweave ? Golden Opportunity, or is the stock shot ?

I think its a long term winner. Cash flows are really strong. The fear is they took on too much debt and won't be able to get out from under it. Its a prime stock to rally if rates get cut, but that will be story more than reality. They need to prove they can easily finance the debt they took on. I believe they will, but I won't bet on it at this point. Maybe later.

[call_me_ishmael]

Interesting read on Coreweave from one of my stock guys.

https://x.com/Dr_Crossroads/status/2077433626426310954

[bobblehead]

In only reading the part showing up without clicking on the link, I concur. That said I think waiting for a clearer picture makes sense. I can start moving money into MSFT and AMZN and even META for similar exposure except they funded that capex with cash. The case for nice return is much clearer. And nice call on TSM, I said it was a longer term winner, but that earnings beat was so stellar I bought some immediately. I will dump it before China invades in 2028 to try and influence our election though.