CRWV

I'm going to detail the highlights of this announcement, what it could mean for Nvidia, share with you my fair value estimate for Nvidia stock, and share with you my fair value estimate for Cororeweave, and update the buy, hold, or sell rating for each of these two companies.

So, Cororeweave's management team had an interview with Yahoo Finance and they were formed they informed investors that we are struggling to meet demand every day. Every GPU we have could be sold to multiple different clients. It's a unique moment and it continues to be.

Lastly, guys, into Core Weave, very similar situation as what you saw on the last chart of AMD. We've got a series of breakouts that are underway with Core Weave. You can see here the first trend line, I did cut through the first pivot.

So, this is a secondary breakout, if you will. You can see price, we already broke out above it, never confirmed. We had one day up, never had a follow-through push and close. Instead, look how fast price reverse right back down and underneath that declining trend line.