$CRWV | CoreWeave Q2’25 1️⃣ Financial Outlook • Revenue: $1.21B (Expected: same) ➡️ 206% YoY growth 🚀 • EPS: -$0.60 (Expected: +$0.01) 🔴 • Adj. EBITDA: $753.2M (+201% YoY) → 62% margin • Revenue Backlog: $30.1B 📈 • Adj. Operating Income: $199.8M (+134% YoY) • Operating Expenses: $1.19B (Last year: $317.7M) • $2B debt (2030 maturity, 9.25% coupon), demand is high → increased by $500M. 2️⃣ Operations & Technology • $4B expansion agreement with OpenAI (total: $15.9B) • Expansion with major customers like BT Group, Cohere, Mistral, LG CNS, Toyota Woven 📡 • First NVIDIA GB200 NVL72 systems deployed at scale → B200-based servers are now generally available. • Largest test at MLPerf Training v5.0 → 34x the size and 4.5x the performance of competitors ⚡ • Acquired Weights & Biases → Launch of Mission Control, W&B Inference, and Weave Online Evaluations • 250MW AI data center JV in Kenilworth, NJ → First phase in 2026 3️⃣ Power Capacity • Active: 470 MW ⚡ • Contracted additional power: +600 MW → Leading to a total capacity of 2.2 GW. 4️⃣ Why It Matters: • AI demand is at a historic high; CoreWeave is the first company to offer the full Blackwell GPU portfolio at scale. • The infrastructure platform of choice for AI pioneers like OpenAI, Cohere, and Mistral. • High growth rate + massive backlog → Strong outlook for the coming years. 🗨️ CEO: We're scaling at record speed to meet AI demand. CoreWeave is the platform of choice for cutting-edge AI workloads. Not investment advice!!! #CoreWeave #CRWV #AI #DataCenters #GPU #Nvidia #Blackwell #TechStocks #OpenAI #MachineLearning #Larnings #Investing #Stock Market #Nasdaq #FinTech

Congrats $SNEK 🎉 Not ONE not TWO but THREE Tier-1 exchanges! 🚨 $SNEK is now available for trading on: KuCoin ✅ cryptodotcom ✅ HTX ✅ #snek #memecoin #changemakersnft #cryptonews #crytonaut

$CRCL | Circle Internet Q2’25 Summary • Revenue: $658M 🟢 (Est. $644.7M) | +53% YoY • EPS: -$0.18 🔴 (Est. $0.34) → non-cash expenses, largely driven by the IPO; Net Loss -$482M (including $591M IPO-related charges) USDC & Operations • USDC in circulation: $61.3B (+90% YoY) — Aug 10: $65.2B • Avg USDC: $61.0B (+86% YoY) • Market share: 28% (+595 bps YoY) • USDC on platform: $6.0B (+924% YoY) • Meaningful wallets: 5.7M (+68% YoY) Profitability • Adj. EBITDA: $126M (+52% YoY), margin 50% (+463 bps) 🟢 • RLDC: $251M (+38% YoY); margin 38% (-408 bps) → to watch Guidance • USDC growth: ~40% CAGR (multi-year) • FY25 Other Rev: $75–85M | FY25 RLDC margin: 36–38% • FY25 Adj. Opex: $475–490M Strategy / Corporate • $1.2B IPO completed; $583M net cash • Circle Payments Network (May): 100+ institution pipeline • Arc: L1 for stablecoin finance (public testnet fall) • Partnerships: Binance, Corpay, FIS, Fiserv, OKX • GENIUS Act enacted → Federal stablecoin framework in the US CEO – Jeremy Allaire: IPO marks critical turning point for Circle and stablecoin adoption; cross-industry interest accelerates. My comment: Strong outlook: USDC volume & market share accelerating; core profitability (Adj. EBITDA, 50% margin) healthy. Red dot: EPS/Net loss largely a non-cash accounting impact from the IPO; not a sign of operational weakness. 3 key points in focus: (1) Is USDC circulation growth sustainable? (2) Is the RLDC margin reversing from 38%? (3) Actual adoption/integration speed in Payments Network & Arc. Thesis: Regulation clarified with the GENIUS Act + institutional partnerships → Increases revenue visibility in 2H25. Risks: Crypto volume cycle, Tether competition, maintaining OPEX discipline. Not investment advice!!! #CRCL #USDC #Stablecoin #Crypto #Fintech #Earnings #Web3 #Payments #Blockchain

📊 MAG7 vs. S&P 493 – April 7 → August 12, 2025 The market picture is clear: The big ones are carrying, the broad base is providing limited support. Here's an X-ray of the last 4.5 months ⬇️ 🔹 MAG7 (AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA) • Index Weight: ~35.4% 📈 (record high) • Performance: +10.7% • Earnings growth +28% in Q1, continued strong in Q2 • Still priced in with the "AI + quality growth" narrative • Risk: High valuation → susceptibility to surprises 🔹 S&P 493 (Remainder) • Performance: +4.1% (RSP index) • Breadth: 55% at 200-day moving average • Earnings growth, but above-index momentum is limited • Valuation is more reasonable → potential for "catch-up" 🔹 Overall Index (S&P 500) • Performance: +8.3% • P/E: 22.1x → Above 5- and 10-year moving averages • Q2 earnings growth: 11.8% (mega-caps again the driving force) 📌 Reading: While the MAG7 rebounded ~35% from its April 7 lows, the broad base remains moderate. Most of the index's rise comes from giants. Concentration risk is high → the impact is disproportionate, both in the uptrend and downtrend. 📌 Tactical Recommendation: - Strengthen the Majors: Include companies with growing profits and strong balance sheets (excess cash) within the MAG7 in your main portfolio. - Layer the Rest: Add small-medium weightings to sectors (healthcare, select industrials, some defensive stocks) within the 493 whose earnings expectations have been revised upwards and whose prices remain reasonable. - Divide Risk: Don't concentrate your investment solely on giant stocks; Diversify with products like the equal-weight index (RSP) or the S&P 500 – Excluding Top 10 Stocks. - Follow the Macro: Fed interest rate decisions, inflation data, and global trade news can quickly change the direction of mega-cap stocks in particular. This is not investment advice, but for informational purposes only!!! #MAG7 #SP500 #Finance #StockMarket #Investment #Stocks #MarketAnalysis #Investor #BorsaIstanbul #NASDAQ #WallStreet #Economy #FinancialLiteracy #Index #InvestmentStrategy #Portfolio

🚀 Why does the AI → Quantum → Space chain make sense? 🌌 🤖 AI (Artificial Intelligence) It's the hottest story in the investment world today. However, the evolution of technology requires the next "infrastructure leap." This is where quantum computing comes into play. ⚛ Quantum Computing It has the potential to increase processing speed and data processing capacity millions of times over. This revolution could fundamentally change AI, drug discovery, financial modeling, and energy optimization. 🪐 Space Sector It has the power to create new economic areas in data transmission (satellite internet, quantum communication), energy (solar energy transfer from space), mining (asteroid mining), and defense. 📊 Market Situation Quantum: Few publicly traded "pure" players (Rigetti, IonQ, QBTS), but giants like Microsoft, Google, and IBM are investing aggressively. Space: SpaceX is private, but Rocket Lab (RKLB), Maxar, L3Harris, Lockheed Martin, and Northrop Grumman stand out on the public side. 🎯 Risk vs. Return High-risk/long-term areas. Volatility is high, but so is the potential. Some of the positive momentum in AI may shift to the Quantum breakthrough and Space Economy boom period between 2027 and 2035. 💡 Strategy Recommendation 1️⃣ Short-Medium Term: Generate revenue from the AI ecosystem (GPU, data center, software). 2️⃣ Medium-Long Term: Gradually increase Quantum & space investments. 3️⃣ ETF + Leading Company Mix: Thematic ETF + selected leaders to diversify risk. This is not investment advice, it is for informational purposes only!!! #AI #QuantumComputing #SpaceEconomy #Investing #StockMarket #Technology #Investment #FutureOfTech #Innovation #Stock Market #ArtificialIntelligence #Space

Ether ($ETH) spot ETFs in the US had a record day! 🚀 Yesterday, Ether ETFs saw a net inflow of $1 billion. This was the highest daily investment figure in the history of Ether ETFs. ​Highlights: 🔷​BlackRock's ETHA fund alone generated $640 million in inflows. 🔷​Fidelity's FETH fund received $277 million in investments. ​Meanwhile, Bitcoin ($BTC) spot ETFs closed the day with a net inflow of $178 million. Institutional interest in the cryptocurrency market continues to grow. ​#Crypto #Bitcoin #Ethereum #ETF #Investment #Stock Market #BlackRock #Fidelity

The best explanation of crypto in under 2 minutes—featuring Cardano and Ethereum founder, Charles Hoskinson. #crypto #cryptonews #cryptocurrency #bitcoin #blockchain #podcast #shawnryanshow #changemakersnft #charleshoskinson #cardano

🚀 Baidu is transforming desktop search! Today, the Baidu PC homepage launched its full range of AI features—the transition from information entry to the task center has begun! 🌐✨ Search now offers more than just information; it also offers actionable experiences like planning, problem-solving, and creativity. #AI #Baidu #SearchEvolution

🚀 The Most Successful and Fastest-Growing Space Companies on NASDAQ 2025 🌌✨ 🚀 1. Firefly Aerospace ( $FLY) What does it do? It serves NASA's CLPS program with its Blue Ghost lunar lander. Growth: It completed an $868 million IPO in 2025. Future: It received a $176.7 million NASA contract for a new mission to the lunar south pole in 2029. 🛰️ 2. Rocket Lab ( $RKLB) What does it do? It's known for its small satellite launches and Electron rockets. Growth: Its stock price increased 360% in 2024. Future: It has high growth potential due to the increasing demand in the global satellite market. 🌐 3. AST SpaceMobile ( $ASTS) What does it do? It is building a space-based 5G network to deliver mobile internet to every village on Earth. Growth: Gained a significant advantage as the first player in the market. Future: Has the potential to revolutionize global communications. 🌌 4. Intuitive Machines ( $LUNR) What it does: Carries scientific payloads to the Moon with NASA and is active in space exploration. Growth: Share value increased by 610% by 2024. Future: Growth is expected with new missions to the Moon's south pole. 🛰️ 5. Spire Global ( $SPIR) What it does: Provides Earth observation and data analysis with a small satellite network. Growth: Stands out with its strong financial performance and data-driven services. Future: Aims to lead the global data analytics market. 🌍 6. Planet Labs ( $PL) What it does: Provides Earth observation and AI-powered satellite imaging services. Growth: Stands out with its profitable free cash flow and deep backorders. Future: Growth expected in the global monitoring and data analysis market. #SpaceProduction 🛠️ #SatelliteTechnology 🛰️ #InfrastructureDevelopment 🏗️ #EarthObservation 🌍 #AISatelliteData 🤖 #PlanetMonitoring 🔭

In today's technology agenda, quantum computing is seen as the key to the future. Here are the quantum companies that could shape the future: ⚛️💡 ​ $IONQ: Providing an integrated approach that combines hardware and software, it is advancing towards commercializing quantum computing technology. 🚀 ​ $RGTI: Developing quantum processors using superconducting technology and providing cloud access to quantum computing platforms. ☁️💻 ​ $QUBT: Aiming to become a major player in the industry by accelerating quantum technology with advanced hardware and software solutions. 📈 ​ $D-WAVE: Focusing on solving optimization problems using quantum annealing. 🌐🔬 ​ $HON: A technology giant that provides quantum computing solutions in various sectors, such as fishing systems, smart cities, and aviation. ✈️🏙️ ​ $XLNX ( $AMD): Supporting industry innovation by developing specialized hardware and software solutions for quantum computing. ⚙️🔗 ​These companies play a leading role in shaping the technology of the future. The potential of quantum computing is limitless! 🌌 ​#Quantum #QuantumComputing #Technology #Investment #Future #IONQ #RGTI #QUBT #DWAVE #AMD

Check out my new song "Scared of Tomorrow" and let me know what you think in the comments ❤️ The future is scary, the present can be painful at times, and it seems "things" can make the pain and anxiety go away but the only thing that can help is being comfortable with yourself, and truly believing you can do anything. https://audius.co/Hatty/scared-of-tomorrow "Am I weak if I need help for the pain?" - Scared of Tomorrow I wanted to thank everyone for coming over to my Discord. I had to cancel streams because I need to focus on getting a job and creating videos. I am still going to be doing Giveaways for my videos and I plan on starting some for my music as well. Also you get rewards for hanging out, you can not beat that (there is actually a giveaway going on right now 🙊). I do plan on doing streams in the future though. I have not given up. Just realized I need to change things up a little. Need time to think and organize something that will work for the long term. As time goes on I will talk more about this but for now going to work on getting my money up and being able to invest into Learn With Hatty. Right now I am working on adding Mr Grey to my videos. He is an animated Cat that talks about the topic I am discussing and shares important information. New video should be dropping in the next couple of days. Mr Grey is coming alive!!! X - https://x.com/hatty_hats Twitch - https://www.twitch.tv/hattyhatss Discord - https://discord.gg/UQqFRgzCkG YouTube - https://www.youtube.com/@hattyhats0 To the Future everyone ❤️🙏

As the rally in technology stocks boosts market sentiment, investors continue to assess the impact of Trump's new tariffs. 🔹 S&P 500 futures: +0.3% 🔹 Nasdaq 100 futures: +0.3% 🔹 Dow futures: +0.2% 📊 Bond Market 10Y return: 4.26% (flat) 2Y return: +1bp ➡ 3.75% 📌 Thursday Summary S&P 500: -0.08% (Eli Lilly earnings pressured) Nasdaq: +0.35% 🆙 Mag-7: +0.40% 📈 (All-time high) 💬 Deutsche Bank – Jim Reid: “Trump’s chip tax exemptions and the easing of Russia-Ukraine tensions have tempered optimism. Tariffs have taken effect, but the market reaction has been weak.” 📰 Other Developments Trump tariffs officially began last night Fed Governor Waller is emerging as a candidate for chairman after Powell Today's data agenda is quiet; St. Louis Fed President Musalem will speak #SP500 #Nasdaq #DowJones #TrumpTariffs #BondMarket #Fed #Markets