Khoopy

$COHR starting to look a lot like an inverse head and shoulder pattern!

$CRWV $NBIS $IREN I just can’t understand the panic sales of the last few days. And with every report, the story only gets better, not worst. $CRWV’s $130B+ backlog is 5X its debt. It has fixed contracts (the clients CANNOT back out!) with some of the biggest cash flow positive companies on Earth. So those will print no matter what. Even if we assume that data center buildouts are going to slow down or even stop, that can only mean that all existing capacity is only going to command a much higher premium than anticipated. So all the companies the bears keep shorting will only make more money at a higher margin. And yet the eco chamber chorus of rabid grizzly bears keeps growing.

@CRWV Beat all numbers all around and raised projections

$BE I just can’t understand this panic. The biggest political objection people have to data centers is the strain they put on the grid, which results is higher electricity prices for consumers. $BE is the most viable solution on the market to this exact problem. To boot, it also speeds up the project by eliminating years of lag time for a connection to the grid. Why anyone would panic sell this company now is beyond me.

$CRWV $IREN $NBIS Everyone is in such a panic they can’t see the forest for the trees. Even if you assume that the blue wave is going hamper data center and neocloud growth/buildouts, it doesn’t mean that projects that have already been permitted or have already started will be stopped. That’s simply not the way things work… Everything that is currently in the works will continue to completion. And presuming that future projects become harder to start like everyone fears, that will only mean that the value of whatever inventory comes online will only go up. Besides, $CRWV is heavily invested in building data centers outside the US. So if there is a slowdown of data center buildouts in the IS, whatever it builds will only command a higher premium.

$BMNR survey finds 90% of large businesses are embracing tokenized money

https://www.tradingview.com/news/cryptoprowl:7a7767703094b:0-survey-finds-90-of-large-businesses-are-embracing-tokenized-money/

$GOOGL 🤞🏻🤞🏻 keeping fingers crossed everyone goes into an absolute panic dump to take this down below $200 so I buy a few thousand shares and retire early.

$BMNR Tokenizaed volume on Robinhood Chain ballooned from $526 million in July 2026 to $11.31 billion in September. That’s a 21x increase in under 90 days. It is an insane level of growth. What does this mean for $BMNR? As a digital asset treasury (DAT) company holding millions of Ethereum, $BMNR profits from increased tokenization primarily because Ethereum serves as the foundational settlement and gas layer for real-world assets (RWAs). Given that Ethereum supply is fixed, this will also increase the crypto’s value over time. This is the kind of stuff that drives Tom Lee’s predictions of Ethereum going to $10K

https://www.cnbc.com/2026/10/21/tokenized-stocks-us-companies-object.html

$SLS There ca 50MM shares shorted. Based on average daily volume, it will take over 8 days to cover. If good news hits the wire, just the short covering will wake this thing go hockey sticks.

$BE I don’t think anyone has paid attention to $BE’s Power Connect platform launched in August. The platform moves major.electrical integration work into the factory to reduce installation time by more than 40%. This means that BE will be ripping through its backlog orders that much faster and to monetize them and turn contracts into cash. Even though the platform got initiated in the middle of Q3, there should be enough tangle data in the upcoming earnings to prove the model. By extension, earnings should also be up significantly. Let’s see what Thursday brings….