Vice Pepe retweeted
$CRWV has been hammered by debt concerns. @divestech on why this is a “golden buying opportunity” rather than cause for panic. (And which neocloud he likes more)
#investing #stockmarket
Vice Pepe retweeted
🚨 $NVDA NVIDIA CEO JENSEN HUANG ON WHY NEOCLOUDS ARE RUNNING OUT OF CAPITAL:
"The demand for the NeoClouds is off the charts"
The problem:
"There's a scarcity of capital. The demand of the capital is much greater than the availability of the capital"
His message:
"That's gonna get solved… The demand for it is so strong"
Vice Pepe retweeted
It’s actually crazy how X makes you believe the entire world is falling apart every single day.
Another war, another crisis, another headline about how we’re all fucked.
Then you go outside and realize everyone is just living their normal lives, going to work, eating at restaurants and enjoying themselves.
Sometimes you just need to close X, stop consuming all this fear and go enjoy your life. The algorithm makes you believe that everything is negative and bad.
Vice Pepe retweeted
This guy said the quiet part out loud and you can feel his anger and disgust…
I couldn’t agree more..
Vice Pepe retweeted
Thank you @realDonaldTrump
Stocks are near 52wk lows
Gas is at $6/gallon
National debt is almost at 41 TRILLION
Nobody can afford houses anymore
But im glad we are making sure Iran doesnt have nuclear weapons, thank you.
Vice Pepe retweeted
cool thing about the midterms being over soon:
trump no long has to save face / smooth out optics by (checks notes)
drilling all risk assets to zero
Vice Pepe retweeted
What's happening now in the stock market is more than just a "correction in tech stocks."
Sure, AI CapEx concerns are legitimate and investors will always care about profitability.
But, there's more beneath the surface here.
The reality is that the market is pricing-in a major shift in the political landscape of the US.
Over the last 12 months, market expectations for a Democrat "sweep" of the US Midterm elections have tripled.
Over the last 45 days alone, these expectations are up +30 percentage points.
As it stands, markets themselves now see a near-80% chance of a Democrat "sweep" of the US Midterm elections.
President Trump has already vowed to become "Mr. Veto" if this in fact does happen.
This is post is not political, it's objective. A change in the political landscape always comes with uncertainty; markets hate uncertainty.
Objectively, the market is in the process of pricing-in two years of political gridlock.
Could this change? Of course. But markets price-in the most probable outcome, and the odds now overwhelmingly favor the aforementioned scenario.
Tomorrow sets the stage for the next two years.
Vice Pepe retweeted
We don’t see a new ATH for Bitcoin until 18 months after the halving.
Write this down.
Vice Pepe retweeted
Today at Fal.Con Europe, CoreWeave and @CrowdStrike announced an expanded strategic partnership for production AI.
That puts CrowdStrike Falcon protection and 24/7 threat hunting on CoreWeave Cloud. Your GPU clusters just got a night shift.
Falcon Complete Cloud Security runs detection and response through full remediation.
We also provide the infrastructure supporting training and inference for CrowdStrike SafeMind. crwv.co/uuqTX
Vice Pepe retweeted
Still can’t believe the market gave people a chance to buy $CRWV at $50.
Month ago, the masses would have died for this kind of entry.
Wouldn’t surprise me if that ends up looking like one of the best entries you could’ve gotten by the end of this decade.
Jensen and $NVDA are deeply tied to this company, and I still believe CoreWeave is going to be one of the most important players in the entire AI infrastructure buildout.
Someone has to provide all this GPU computing power at scale, and $CRWV looks positioned to be one of the biggest beneficiaries of that demand for years to come.
Vice Pepe retweeted
Tokenization is the biggest bull market in crypto.
The total circulating supply of onchain tokenized equities just hit another record high, at $3.8 billion.
This metric has now reached a new record high for 10 consecutive weeks, up +590% year-to-date.
It has become increasingly clear that financial markets are moving toward tokenizing everything.
Investors are demanding 24/7 markets, and tokenized assets are increasingly fulfilling that demand.
Amid the shift, Jupiter, the largest onchain platform on Solana, reported that 70% of tokenized asset trading now occurs outside traditional market hours.
Amid this surge in demand, the NYSE is developing infrastructure for tokenized equities and perpetual futures.
The future of financial markets is onchain.
Vice Pepe retweeted
I think a lot of retail investors are finally understanding the emotional tax of growth investing.
It’s super easy to have a 5-year horizon when stocks are rising but a few ugly months of price action can suddenly have everyone questioning what I still believe are once-in-a-generation S-curves across AI, space and robotics.
That’s why market is a voting machine in short term and a weighing machine in long term and right now it’s "voting on" emotion which is why real skill isn’t finding next hot stock but holding conviction without letting volatility sabotage your own work.
Vice Pepe retweeted
BREAKING: US stocks surge as investors buy the dip in technology stocks and US-Iran peace deal hopes resurface:
1. S&P 500: +1.0%
2. Nasdaq 100: +1.3%
3. Dow Jones: +1.1%
4. WTI Crude: -6.5%
5. Brent: -7.0%
6. Gold: +2.0%
US stocks have added over +$700 billion in market cap today.