This Chip King Just Turned Every Bear Case Into Fuel

Last night’s AI heavyweight didn’t just beat the numbers; it walked through every bubble worry and swatted them down. We’ll break down what the new guidance says about the next leg of the AI cycle, and how to right-size your position.

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Futures are ripping higher as the AI trade gets a fresh jolt from a blockbuster chip update, pulling the whole growth complex out of its sulk. Big Tech and anything tied to data-center demand are leading the premarket stretch, even as traders keep one eye on Fed tensions and the delayed jobs report landing this morning.

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Block Inc.’s (NYSE: XYZ) stock has been beaten up this year, but management basically just hosted an Investor Day to say, “We have a plan and we’re not dead.”

They laid out how Cash App and Square still have plenty of room to grow and sprinkled AI buzz on top so investors know they’re not sitting this trend out. There’s pain in the chart, but confidence on the stage.

Under the hood, they’re talking years of steady profit growth, more ways to make money from small businesses and consumers, and a fat share buyback to mop up stock while it’s cheap.

That doesn’t fix everything overnight, but it does tell you they’re playing offense, not hiding under the desk. If they actually hit even part of those long-term targets, today’s price starts looking more like on sale than broken.

For you, the real question is whether you believe this is a messy mid-chapter or the beginning of the end. The story still has growth, brand, and a real ecosystem, just with drama around execution and competition. If you can live with some volatility and headlines, this can be a patience test, not a lottery ticket.

My Take For You: If you’re new, think starter-sized position at most, and only if you’re willing to hold through noise.

My Verdict: Comeback candidate on a discount rack. Worth a small, long-leash position if you can handle swings and check back each quarter to make sure the story’s matching the talk.

CoreWeave Inc. (NASDAQ: CRWV) is basically renting out heavy-duty computer muscle for AI, and Nvidia’s strong earnings just reminded everyone that demand for that muscle is still very real.

When the chip king says the party’s not over, the guests handing out cloud capacity usually get invited to the dance floor too. That’s why this name is popping again after a rough stretch from earlier highs.

The pitch is that instead of every company building its own mega–data center, they can rent CoreWeave’s. As long as AI models keep getting bigger and hungrier, someone needs to keep the lights on and the servers humming.

The flip side is this stock trades like it drank three espressos, great when things go right, brutal when sentiment turns.

For you, this is less steady compounder and more hold on to your hat. The upside tracks the AI hype cycle, and pullbacks can be fast and loud. If you treat it like a focused way to ride AI infrastructure, you want rules going in, not vibes.

My Take For You: If you’re curious, think small slice alongside steadier AI names rather than making it the star of your portfolio. If you’re already holding, using strength to lock in some gains while letting a smaller piece run can help you sleep at night.

My Verdict: High-octane AI sidecar. Fun for a modest, speculative position if you can stomach big swings and remember this is the amplifier, not the foundation of your AI bet.

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NVIDIA Corp’s (NASDAQ: NVDA) latest earnings call was basically a two-hour we’re still him moment. They didn’t just beat expectations, they walked through every scary story, slowing demand, overhype, margins, China, and calmly explained why they still see years of growth ahead.

That’s why the stock is popping and dragging a bunch of AI names higher with it.

Big picture, this is still the pick-and-shovel story for AI. When everyone from startups to governments wants smarter models, they usually end up renting Nvidia’s hardware and software to do it.

The risk isn’t that demand disappears tomorrow, it’s that expectations have climbed so high the stock can wobble even on great but not perfect news.

For you, the mistake now is thinking it’s either all in or completely done. This can still be a core AI holding, but it doesn’t need to be half your portfolio. You want to enjoy the upside while respecting that even great companies take breathers, and sometimes those pauses are nasty.

My Take For You: If you’ve been waiting on the sidelines, buying after strong results is fine, but keep position size sane and be ready to add only on real pullbacks, not just one red day. If you’re already up big, skimming a little profit while keeping a long-term chunk can balance FOMO and risk.

My Verdict: Still the flagship AI name, just priced like it. Solid core holding for long-term AI exposure if you manage size, expectations, and the occasional roller-coaster dip.

Nursing homes aren’t usually meme material, but a big revenue jump and better occupancy lit this one up.

The street is basically saying, “EPS miss, whatever, growth’s alive.” It’s the kind of move that screams story stock more than sleep-well-at-night holding.

This ex-crypto miner is leaning hard into the AI cloud story, and today’s pop says traders are here for the rebrand. Massive power plans and big-name partners sound great… and come with a massive bill.

If AI hype cools or funding wobbles, this can go from rocket ship to roller coaster fast.

Textbook great quarter, too many fans move: they beat, raised, went shopping for growth, and the stock still sagged as crowded longs took profits.

The core cybersecurity story looks fine, the price just needs to cool off. Think of this as a good restaurant on a busy night, nothing wrong with the food, just too many people at once.

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Early investors are already watching these trends closely as domestic AI demand strengthens.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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