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$CRWV Red on a day when Goldman upgrades you is not ideal.

I feel like some on here are contrarian at all times. The crowd, the positioning the trend is right a lot folks- as a matter of fact it’s right the large majority of the time.

NOV 3 will be maybe the most consequential day we have had all year: -ELECTION outcome -Quarterly refunding statement and buyback schedule for treasuries -FOMC meeting -peak earnings season Have a hunch Bessent coming out that day firing some bazooka

This is why you don’t give up your gun rights. EVER. Despicable to see this

Saban documentary is top level. So good.

Exactly. What a way to fck up what would have been one of greatest economy/market booms in history. Throw in Warsh appointment -which is mind boggling given Trumps history and it becomes obvious he’s been bought.

The pain trade would be the complete opposite of what’s been working and that would be the anti-dispersion trade. We been seeing this trade being put on the last few days. Seeing tons of size-able flows with topside and put side vol selling in the AI names and a major uptick in index put buying. Expecting COR1 to pick up from here.

This was the tippy top of Nasdaq. Wild

Put the bear suit on for couple days, and it was fun.

CoreWeave's bonds got worse overnight. The 2032 unsecured notes are now about 78 cents on the dollar, yielding about 16%, down from about $79.50 and 15% yesterday, and the 5-year credit default swaps are above 1,000bp. CoreWeave's swaps now imply about a 63% chance of default over five years. SoftBank's swaps widened 24bp to 424 and Oracle's are about 288.

CRWV Cathie Wood's ARK Investment buys 189K shares of CoreWeave today😂

Leopold shooting blanks now

CRWV *COREWEAVE CEO BLAMES SHARE DROP ON MARKET ACTING 'IRRATIONALLY' Sir, Bond investors don't act irrationally

You know how everyone talks about the "pain trade" ? Well this action is in fact the PAIN trade! Sideways zero volume CHOP

Close stocks mkts next Columbus day this is pointless, lowest volume day in 2yrs by a lot.

High level trolling

Everyone a bond trader now lol

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