CoreWeave Sounds the Alarm: Demand For AI Far Exceeds Capacity I was up on shares. Now down. To catch a falling knife or no....hmm.
just to be clear, the 90+ yr-old Buffet retired and named his successor who has been with the company for the last ~~5 years. Burry closed his fund. fwiw, The $500 Billion Reason Nvidia Stock Will Show Bearish Billionaire Michael Burry Who Is Boss between July and Sep 2025, Burry bought 1 million Nvidia put options with the underlying stock valued at $186.6 million at the end of Q3. Options (calls and puts) are commonly sold in contract sizes of 100 shares of the underlying stock, so Burry purchased 10,000 Nvidia put contracts. In Oct 2025, NVDA CEO announced " We have visibility into a half a trillion dollars of cumulative Blackwell and early ramps of Rubin through 2026. ... So, next 5 quarters, there is a half a trillion dollars [of demand]. it appears that Burry saw the writing on the wall
7 nov had a "blow-out" earnings call after Market closing---beating all metrics/raising guidance---NVDA is popping after hours, trading ~194
Next year sounds like another good year because of the tax cuts kicking in. All I see is bullish sentiment. This is like a stock market dynasty run we're on here.
(sigh) we've gone over this already. tesla is a meme stock, not driven by fundamentals, just hype. Wake me up when something actual happens. Elon can wake up and say BS which would cause Tesla fanboys to cream their pants therefore increasing the share price. No actual value has been created here, just hype. I got in a Waymo the other day for the first time, it was a great experience. Very polished.
Every time TSLA shares go up I do wonder what exactly is priced in? It could double or triple from here... Bulls like Dan Ives (Wedbush) suggest Tesla’s AI and robotics could lead to a $3 trillion valuation by late 2026. hot stock tip: don't get in front of meme stock freight train. you gonna get crushed. Examples: TSLA, PLTR...
TSLA revenue was 98b last year. Less than 1% growth. 91% of their revenue comes from cars sales/leases, govt credits, and services/subscriptions related to vehicles (like charging them). They talk about what they CAN DO every year. Meanwhile, what do we get - shitty burgers at a place with a robot that doesn't work. If TSLA eventually buys enough policy and deregulation to support large levels of driverless freight, you should be more worried about civil unrest, revolution and violence, not what the stock price is.
That's how you keep a stock price propped up. Hopes and dreams. Once the current grift fades, start a new one. Cybertruck was supposed to sell 250,000 a year. Now it's all about taxi. Everyone's gonna give up buying cars and go around in a taxi. Or wait, everyones supposed to buy a car to make it a taxi. I don't know anymore.
