ZR Trades

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ZR Trades

ZR Trades

@nogweiii

artificially unintelligent

Katılım Aralık 2023
2.4K Takip Edilen130 Takipçiler
KC Trades
KC Trades@KCTrades777·
Daily Moving Averages Any TF (TimeFrame) You can now see where the Daily moving averages are on any stock on any timeframe you like to trade on. I trade on the 5 minute chart, here is $SPY on Friday and Today. Orange is the Daily 21 EM and Blue is the Daily 9 EMA. Friday session we hit the Daily 21 EMA from the underside which acted as resistance. Today, $SPY opened up strong but then sold off the rest of the day, it hit the Daily 9 EMA! It later bounced and then made a lower high rejecting previous sessions high which is still the Daily 21 EMA! Along with the 4 standard inputs that I already placed in the script, I also added 4 blank inputs where you can type in any number moving average you would like. Indicator is completely free, link below 👇 tradingview.com/script/5S3vylV…
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KC Trades
KC Trades@KCTrades777·
Just built ANOTHER free indicator that helped snipe the top of $SPY on Friday and also today! 🔥 Who wants the free TradingView indicator?
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JEFE TRADES 🔪
JEFE TRADES 🔪@JEFETRADES·
THE BIGGEST OPPORTUNITY IN THE MARKET?!⚠️ $NBIS finally is getting a decent dip back into previous ATH near $130-140 from $300 highs... $CRWV is back into IPO highs nearly as well. COMPUTE FUD continues to weaken these names, my TOP High risk High reward stock👇
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Tevis
Tevis@FunOfInvesting·
The market spent this week selling off $NBIS and $CRWV partly because Kimi K3 supposedly proved the world needs less compute. That same model just maxed out Moonshot's GPUs and forced them to pause new subscriptions 48 hours after launch. Cheaper intelligence doesn't reduce compute demand, it unlocks more of it. Every efficiency gain gets eaten by usage. The bottleneck is still GPUs, and selling GPU capacity is the entire business model of the neoclouds. I expect both to trade higher on the back of this.
Polymarket@Polymarket

JUST IN: Kimi AI temporarily pauses new subscriptions after demand for Kimi K3 pushes its computing capacity near its limits.

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The Analyst
The Analyst@MMatters22596·
Ok, so let me get this straight. $CRWV will end 2026 with an annualized revenue run-rate of almost $20B, while having a sub $40B MC and growing over 100%. Meanwhile they are operating at a 69% gross margin. Let me repeat: 69% This is more than most high quality software companies. For example, $MSFT has a 60% gross margin. This business is insanely profitable. I think this dip is one of the best buying opportunities we will ever see on this stock. And I won't miss out.
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The Psycho Analyst
The Psycho Analyst@TheRealBirnbaum·
Imagine thinking infrastructure is peaking simply because some lines look different than they have historically while the people who have been right about literally everything are telling you we need tens to HUNDREDS of times more compute than we have today. $NBIS is positioned to utterly dominate the open source framework that increasingly takes over the AI landscape. $IREN is positioned to monopolize power. $AMD is positioned to explode on both GPU and CPU demand. $PLTR is positioned to grow into a multi-trillion dollar giant as it builds the application layer and operating system for AI.
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Newsy
Newsy@NewsyJohnson·
the bar is SO LOW in crypto The #1 exchange leaked all users phone numbers, addresses, and SSN. Did nothing to remedy the situation and continues to rape users for sport on a bi-monthly basis. The #1 privacy coin has a theoretically infinite supply and we are just supposed to believe everything is okay. The #1 launchpad raised 1b in cash for ??? we are so weak and pathetic that vlad and robinhood were able to steal all mind share from all exisiting chains by just acknowledging our existence. a post here, a follow there. THAT WAS IT. overnight robinhood became the biggest chain in crypto. The old guard made their money. They dont care about you. They are in their ivory tower collecting checks. Nothing in their life revolves around making yours better. I will do what I can to increase morale, but I fear I am just the jester in the rape castle. Newsy Johnson
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CRG
CRG@MacroCRG·
tech stocks having a nasty old time last few weeks for the uninitiated, here’s the secret to being able to hold through drawdowns: do not check your portfolio oh and stop trying to day trade, you will lose everything. instead, dca into good companies and hodl cheers
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Parkash Heerani
Parkash Heerani@HeeraniPK·
Good thing about remaining weekend is that only one day is left so only one -10% move in $NBIS $RKLB $ASTS tomorrow before we get 2 whole full complete days to breathe, refuel, charge up and come back again for -10% days next week.
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CK Capital
CK Capital@CKCapitalxx·
Follow the $META compute saga, because it's the best FUD case study of the year. All numbers, no vibes. July 1: Bloomberg reports Meta is exploring selling excess AI compute through "Meta Compute." The single word "excess" nukes the sector: Then look at what Meta actually did next. July 8: Starts production of its in-house AI chip, Iris, this September. Doubles compute target from 7GW to 14GW by 2027. July 14: Expands the Richland Parish, Louisiana data center to 5GW. Announced investment goes from $10B to $50B+. Bloomberg reports total site cost could top $250B including chips. $1B+ in local infrastructure, 1,000+ operational roles. Same week: Morgan Stanley raises hyperscaler capex estimates to $1.23 trillion for 2027 and $1.4 trillion for 2028, up 9-10%, with Meta alone at $250B in 2028. And now the best part. $META is reportedly in final talks with Anthropic on a ~$10 billion compute deal per. So the "excess compute" that flushed the sector was never a glut. It was inventory. Meta saw what compute rents for and realized its spare capacity is a product. The market sold "excess" as weakness. The data says it was a company discovering demand so strong it pays to become a landlord. The neoclouds got flushed on the exact news that validates their business model.
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Serenity
Serenity@aleabitoreddit·
$META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework. Source: NYT
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Captain Kirk
Captain Kirk@KChung28·
@amitisinvesting Not good for $CRWV $NBIS And especially $IREN As all the $IREN Pumpers were waiting for a Anthropic deal. Oh well.
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amit
amit@amitisinvesting·
$META BREAKING: Meta is in talks to rent computing capacity to Anthropic in a deal worth up to $10B over 2 years, as per the New York Times. Meta went down today on news that they hired a senior AWS executive to help build their cloud division. Why? Because it was confirmation that they are doubling down on capex and selling compute, which means their FCF will take a hit. Ironically, the semis should have been up on this news but the Kimi K3 headlines have kept them down. Now, Meta is slightly reversing on this headline about selling compute to Anthropic…which begs the question…if the market is happy about Meta selling compute to a big lab, why are they upset about Meta spending more on capex in order to build that compute business? Tons of weird narratives conflicting with each other, but it looks like META is officially getting into the neocloud game.
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Crossroads
Crossroads@Dr_Crossroads·
$CRWV Me as a CoreWeave investor: "Nice reversal! Let's go!" Them: "Zoom out." Me: "I don't want to."
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MambaRomeo
MambaRomeo@DogeRomeo·
@Dr_Crossroads Fuck CoreWeave ….. trash ass company Fuckin red everyday with no bounce
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ZR Trades
ZR Trades@nogweiii·
@pdicarlotrader so many emo cry babies in the replies every time on this stock shut up and buy
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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
$CRWV 📈 Price is running liquidity and tagging out anyone with tight stops. Structure is still bullish for now and I’m still pricing in a bounce. As long as we don’t sweep this swing low, it’s smooth sailing to the upside for the next couple of months.
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Peter DiCarlo@pdicarlotrader

$CRWV is trading at the strongest discount level of this entire bull structure. 🟣 I’m pricing in a potential +75% move over the next 90–120 days. The setup, why I’m bullish here, and my worst case path are in the video ⬇️

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EpistoAI
EpistoAI@EpistoAI·
What we're told: $CRWV and $ORCL are too risky due to debt. $AMZN is fine. But gosh, $MSFT is looking pretty! Buy them all in this dip!
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KC Trades
KC Trades@KCTrades777·
New Update on the ORB Dashboard 👇 The Mag 7 dashboard remains the same But I had added Green and Red signal arrows on the chart when the candle closes above/below the ORB levels. Also added a white dotted line which is the ORB mid point level, can be used as a stop loss if price action accepts back into the ORB box after a break. Also added price targets/levels, enjoy! 💙 tradingview.com/script/tIeLrmj…
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FrozeN 🧊🔮
FrozeN 🧊🔮@FrozenChill·
Just saw the overnight on $CRWV up 1% safe to say.. we’re back
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